Our many awards and regular industry recognition is a testament to our commitment to always putting our clients first.

2020 HFM European Services Awards

Best Fund Accounting and Reporting Software

2020 Private Equity Wire European Awards

Best Portfolio Management Software Provider

2020 Family Wealth Report

Best Portfolio Management - Black Diamond Wealth Platform

2020 Women in Technology & Data Awards

Consultant of the Year - Selvi Pasumalaithevan

The Latest From Our Blog

Stay up to date on all things SS&C Advent and financial technology

Uncover Front Office Transformations: A Webinar Recap banner image

Uncover Front Office Transformations: A Webinar Recap

By: Boris Bykhovsky

Over the last three decades, asset and wealth management firms have made enormous investments in technology, focused primarily on increasing efficiency, automation, and scale in back office operations. In recent years, technology has made significant inroads into seamlessly enabling the middle office to connect the front to back, allowing the middle to create a more efficient front office experience built on a foundation of accurate and timely data.

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Cloud-Based From the Beginning

By: Timothy Welsh

In 2014, Eric Lai and John Wenzel founded Archvest Wealth Advisors® after both working for independent RIAs. Through a financial planning lens, they provide comprehensive services that help clients meet their individual goals. Their modern, tech-forward approach also helps them differentiate themselves among prospective clients and advisors.

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Client Story: Advent Outsourcing Services Has Been a Game-Changer banner image

Client Story: Advent Outsourcing Services Has Been a Game-Changer

By: Al Castillo

Like every other wealth management firm in the country, Zevenbergen Capital Investments got the word in mid-March that its employees had to work from home. By sheer coincidence, about a month before the surprise order, the Seattle-based firm had completed a migration from SS&C Advent’s Axys® portfolio accounting solution to Advent Portfolio Exchange® (APX), delivered in the cloud via Advent Outsourcing Services.

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Learn about the latest technology and the hottest industry topics at our annual conferences, regional roadshows, online webinars and more.

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Wealthies Digital Forum

Best Technology Moves Advisors Can Make Today Panel. An interactive forum on September 24, 2020 paneled by leading executives at award finalist and winner companies who will explore the current state and future direction of advisor technology.

Date: 24-Sep-2020

Time: 3:00 - 4:30 ET

Location: Virtual

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SS&C Advent Engage

Join us for SS&C Advent Engage - an immersive virtual experience hosted by SS&C Advent! Our first fully virtual conference, Engage will offer immersive product sessions, panel discussions, Q&A opportunities and interactive educational sessions specific to the products you use.

Date: 14-Oct-2020 to 15-Oct-2020

Location: Virtual

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Read the latest news from SS&C Advent.

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management banner image

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Vitra Gestão De Patrimônio Ltda (Vitra) has implemented SS&C’s Advent Portfolio Exchange® (APX) for tailored portfolio management and reporting. Vitra is also leveraging Advent Outsourcing Services for cloud delivery.

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SS&C Promotes Two Executives

Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent.

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SS&C Announces 1H2020 SS&C Advent Product Updates

WINDSOR, CT, May 19, 2020 (PR NEWSWIRE) – SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced releases across its full line of SS&C Advent solutions, including Advent Portfolio Exchange®, Advent Genesis®, Geneva®, Moxy® and related platforms. The 20.1 release empowers locally deployed and cloud-delivered clients with leading-edge functionality.

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