The Solution

Get more done in your day

Wealth management is a relationship-based business — and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys® automates portfolio reporting and accounting to help firms get more done in less time.  

Increase productivity, improve accuracy, and get a clear picture of your portfolios and their performance, without disrupting your existing infrastructure.

Why choose this solution

  • GIPS compliant performance measurement
  • Automated reconciliation of trade information, settlement data, transactions and positions
  • Flexibility in tax treatment
  • Reporting
  • Performance measurement
  • Support for a wide range of securities: cash, equities and fixed income

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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.

Advent Portfolio Exchange

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


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

Make better decisions

Learn more about how our proven portfolio management, reporting and accounting solution can bring speed, accuracy, and flexibility to your firm's investment management practice.


Take the next steps