SS&C Releases Second Round of 2018 Product Upgrades Banner Image
19 December 2018

SS&C Releases Second Round of 2018 Product Upgrades

WINDSOR, Conn., Dec. 19, 2018 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today announced the 18.2 release of SS&C Advent's product enhancements for Advent Genesis®, Geneva®, Advent Portfolio Exchange® (APX), Moxy® and more. Used by locally deployed and outsourced customers, these updates add greater accounting functionality, enhance operational efficiency and streamline financial reporting.

"2018 has been a strong year for SS&C Advent. We have continued our rapid pace of innovation and have won multiple industry awards across our product suite. The 18.2 release delivers key enhancements designed to help our clients land new relationships, expand existing ones and make better informed investment decisions," said Robert Roley, General Manager of SS&C Advent.

Advent Genesis
Genesis is a cloud-based rebalancing, portfolio construction and trade creation platform designed with the portfolio manager in mind and built specifically for front-office users. Just a year since its debut, Genesis has been honored with two wins from the American Financial Technology Awards for "Best Front-Office Initiative" and "Best Third Party Technology Vendor IT Team." To date, Genesis has signed 13 firms with AUM ranging from $1 billion to more than $15 billion. Genesis continuously introduces new functionality and has recently added security equivalent features, model-to-model (benchmark) comparisons, classification level look-through, enhanced tax visibility and trade programs.

Geneva and Geneva World Investor 
A long-standing product of SS&C, Geneva has also earned multiple accolades this year including "Best Portfolio Management System" in the Waters Ranking 2018, WealthBriefing Asia, Hedge Fund Journal, Fund Intelligence and US Mutual Fund Services and Technology awards. The latest release of Geneva adds accounting functionality to address the 2017 tax reform, which enacts a three-year holding period for carried interest. Geneva gives its asset manager client base more flexibility with asset backed securities allowing them to import and schedule future cash flows for amortization calculations.

As investor fee calculations evolve, Geneva World Investor is keeping pace. The newest release now supports the "1 or 30" fee calculation model. Fund managers can also leverage a new workflow for mid-period allocation and fee estimates to streamline their business processes. 

The latest Geneva Enterprise Information Store™ (EIS) capabilities give clients a head start building data sets that simulate Geneva reports. These enhancements include support for commonly used Geneva features such as GL Mapping along with new stored procedures to streamline development of reports and data extracts.

The powerful data governance tool for Geneva, Advent Lumis™, continues to enrich the user experience through enhancements focused on custom rule creation, job configuration, schedule management and support for complex fund accounting relative dates. The development team focused heavily on Lumis system performance and scalability by optimizing exception queries, integration and exception lifecycle management workflows.

Advent Portfolio Exchange (APX) 
The 18.2 APX release offers system performance and scalability improvements resulting in faster data retrievals, imports, reporting and upgrades. Accounting enhancements include a new tax-sensitive closing method allowing firms to close tax lots in a more advantageous order and additional sleeve workflows.  Added dashboard visibility provides a new overview of accounts' custodial reconciliation progress, and reporting, integration and security enhancements allow for improved operational efficiency. A select number of early adopter clients are piloting the initial release of a new web user interface that offers a lighter footprint, more intuitive navigation and simpler workflows. Along with Geneva, APX also secured two wins from Fund Intelligence and Waters Ranking for "Best Portfolio Management System."

Moxy and Advent Rules Manager
Moxy updates provide clients with enhanced user-centered workflows and design, performance, integration and connectivity. Users can now access more efficient fixed income order entry and order blocking as well as easily see additional data elements in model views. Greater integration with APX and Advent Genesis continues to broaden and speed exchange of data across the suite. With Advent Rules Manager, firms monitoring socially responsible investments can now leverage "smart" shared lists for rules to facilitate compliance and reporting.

Syncova's ability to provide greater transparency into margin and fee calculations was improved with the addition of business calendars capturing regional differences and added workflow flexibility in setting up attribute entitlements. The latest release gives users the ability to control and schedule data and activity purges directly from the user interface enhancing overall ease of use.

The latest version of Tamale advances usability of web and mobile making it easier for users to access Tamale data anywhere, anytime.  Users can now automatically send a digest of notes on a regular basis, enabling greater information-sharing across the organization. New API documentation provides firms with better programmatic access to their data should the data be required by other systems. A notable technology upgrade provides an improved end user experience and performance via the enhanced messaging capability between the Tamale application and the database.

Tradex 18.2 offers an updated homepage for advisors with a new tile displaying reconciliation results and a new graphical representation of orders and pending payments information. Additional REST API methods provide clients with improved connectivity to downstream systems of choice. Tradex also now groups orders by settle order item rather than by issuer, product and trade date, improving settlement and trading operations.

About SS&C Technologies

SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 13,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Additional information about SS&C (Nasdaq:SSNC) is available at Follow SS&C on Twitter, LinkedIn and Facebook.

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Patrick Pedonti 
Chief Financial Officer, SS&C Technologies 
Tel: 1-860-298-4738 

Justine Stone Investor, Relations, SS&C Technologies
Tel: 1- 212-367-4705

Media Contacts 
Randi Casciano 
PAN Communications
Tel: (617) 502-4328