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Advent Investment Suite

Leverage a comprehensive suite of modernized, scalable, and intuitive investment management solutions, designed to optimize your workflow.


Simplify your work. Empower your business.

When powerful technology and investment management meet, that’s where we deliver. Imagine a seamlessly integrated suite of investment management solutions curated to your firm’s front-to-back office workflows. Welcome to the Advent Investment Suite, SS&C Advent’s complete solution for investment managers.
  • Portfolio Management, Accounting & Reporting
  • Trading, Rebalancing & Compliance
  • Reconciliation & Workflow Management
  • Outsourcing
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Advent Genesis

Scale your business with a cloud-based portfolio construction and rebalancing solution.

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With capabilities spanning portfolio modelling through to trade creation, execution, confirmation, allocation and settlement, Moxy® seamlessly improves operational efficiency.

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Advent Portfolio Exchange

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

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Advent Outsourcing Services

With Advent Outsourcing Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

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Increase productivity with an easy-to-use, turnkey portfolio reporting and accounting solution.

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Black Diamond Link for APX and Axys

Black Diamond Link leverages key features of the Black Diamond Wealth Platform to help elevate your client conversations.

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The Latest From Our Blog

Stay up to date on SS&C Advent Investment Suite mentions

Guiding Clients in Transformative Times banner image

Guiding Clients in Transformative Times

By: Marianne Elie

While the COVID-19 pandemic brought uncertainty to the financial markets and upended business operations for asset and wealth managers, displacement from offices has actually helped accelerate the industry’s digital transformation.

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See how the Advent Investment Suite powers investment management.