All Resources

Learn how current industry issues and trends affect your firm.

  • Case Study
Outsourcing
Portfolio Management Accounting & Reporting

Case Study: Diversified Trust

In search of the complete reporting solution

Read More
  • Video
Outsourcing
Reconciliation & Workflow Management

Advent Outsourcing Services

With the support of a partner that understands your business, and the perfect combination of technology and market expertise, check out Advent Outsourcing Services.

Watch Now
  • Case Study
Research Management

HMI Capital

Why Tamale is critical to HMI’s research-driven investment process

Read More
  • Case Study
Outsourcing
Reconciliation & Workflow Management

Ativo Capital Management, LLC

Ativo moves to Advent Outsourcing Services with APX in the cloud

Read More
  • Case Study
Portfolio Management Accounting & Reporting

William Jones Investment Management (APX)

Williams Jones Merges Multiple Platforms Into One: SS&C Advent.

Read More
  • Case Study
Portfolio Management Accounting & Reporting

Disciplined Growth Investors (APX)

Advent allows better client service and mandate adherence at DGI

Read More
  • Case Study
Trading, Rebalancing & Compliance

Lincluden Investment Management

"With Advent Genesis, we are able to double or triple our accounts without increasing the time we'll spend on rebalancing or trade generation", AVP Trading, Lincluden Investment Management

Read More
  • Case Study
Fund Accounting
Portfolio Management Accounting & Reporting

Anonymous - State Division of Investment Services

One state’s division of investment services, which manages some $84 billion for the state’s retired employees and teachers, needed multi-currency capabilities that their 16-year old system did not have.

Read More
  • Case Study
Fund Accounting
Portfolio Management Accounting & Reporting

Quantopian Management, L.P.

Using Geneva for fast and accurate P&L and Advent Outsourcing Services for operational services provides Quantopian a scalable platform and services with which to run their business.

Read More
  • Case Study
Outsourcing
Portfolio Management Accounting & Reporting

J.P. King Advisors, Inc.

“Our assets under management have more than doubled since 2008. That could not have happened so easily without Black Diamond.” Nancy Gire, CPA, CFP,® Senior Financial Advisor and the firm’s Director of Operations

Read More
  • Case Study
Fund Accounting
Portfolio Management Accounting & Reporting

Anonymous Diversified Private Investment Firm

New York-based diversified private investment firm with a hedge fund component had a minimal technology infrastructure and selected Advent's Geneva due to its intuitive interface, standardized reporting features and ease of use for non-IT professionals.

Read More
  • Case Study
Trading, Rebalancing & Compliance

Ziegler Capital Management

SS&C Advent technology solutions are designed to work together seamlessly and to accommodate rapid growth without diminishing system performance. Those were key considerations for Ziegler Capital Management.

Read More
  • Industry Report
Fund Accounting

Operational Support for Closed-End Funds: A Drive for Innovation

The alternative marketplace has never been the quiet corner of the investment world. Change and innovation have been its hallmarks since the earliest derivatives were created. Arguably, that’s why it exists.

Read More
  • Product Brief
Outsourcing
Reconciliation & Workflow Management

Advent Outsourcing Services

Do what you do best. Let us take care of the rest.

Read More
  • Product Brief
Portfolio Management Accounting & Reporting

Advent Portfolio Exchange

Change the game.

Read More
  • Product Brief
Trading, Rebalancing & Compliance

Advent Genesis

Streamline portfolio construction and rebalancing.

Read More
  • Product Brief
Fund Accounting
Portfolio Management Accounting & Reporting

Geneva for Asset Managers

Leverage Geneva’s comprehensive, global asset class coverage.

Read More
  • Product Brief
Fund Accounting
Portfolio Management Accounting & Reporting

Geneva

Real-time portfolio management and accounting, investor accounting, and reporting.

Read More
  • Product Brief
Fund Accounting
Investor Servicing

Geneva World Investor

Comprehensive investor accounting and servicing for any fund structure.

Read More
  • Product Brief
Investor Servicing
Fund Accounting

Geneva World Investor Closed-end Funds

Expand your offering: Geneva World Investor supports closed-end funds.

Read More
  • Product Brief
Research Management

Tamale RMS

Get your research anywhere, any time.

Read More
  • Product Brief
Research Management

Tamale RMS for Multi-Managers

Enhance your manager research and due diligence process.

Read More
  • Product Brief
Margin & Finance Management

SS&C Advent Syncova

Powerful solutions for margin, stock loan and debit finance management.

Read More
  • Product Brief
Portfolio Management Accounting & Reporting

Axys

Industry standard portfolio management and reporting.

Read More
  • Product Brief
Outsourcing
Portfolio Management Accounting & Reporting

Black Diamond Client Experience

Strengthening the advisor–client relationship.

Read More
  • Product Brief
Outsourcing
Portfolio Management Accounting & Reporting

Black Diamond Rebalancer

Flexibility to support the most sophisticated structures.

Read More
  • Product Brief
Client Portal

Modestspark: An SS&C Advent Solution

Integrated digital platform for APX and Axys.

Read More
  • Product Brief
Client Portal

Black Diamond Link: Modernize the User Experience

Engage clients more effectively and strengthen relationships.

Read More
  • Product Brief
Client Relationship Management

Salentica Engage on Microsoft Dynamics 365

A configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365.

Read More
  • Product Brief
Client Relationship Management

Salentica Elements on the Salesforce Lightning Platform

A turnkey, yet configurable solution built on the Lightning Platform by Salesforce.

Read More
  • Product Brief
Client Relationship Management

Salentica Data Broker Platform for Microsoft Dynamics 365

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Microsoft CRM platform.

Read More
  • Product Brief
Client Relationship Management

Salentica Data Broker Platform for Salesforce

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce platform.

Read More
  • Product Brief
Trading, Rebalancing & Compliance

Moxy

Trade order management from decision through settlement.

Read More
  • Whitepaper
Outsourcing
Reconciliation & Workflow Management

Technology and Operations Outsourcing

A Guide for Asset and Wealth Managers.

Read More
  • Whitepaper
Portfolio Management Accounting & Reporting

Hitting a technology roadblock?

Seven reasons to upgrade your portfolio management and reporting platform.

Read More
  • Whitepaper
Fund Accounting
Portfolio Management Accounting & Reporting

Trends Reshaping Asset Management

There’s Nothing “Traditional” About It

Read More
  • Whitepaper
Fund Accounting
Portfolio Management Accounting & Reporting

Technology and Operations Outsourcing

A Guide for Asset and Hedge Fund Managers.

Read More
  • Whitepaper
Portfolio Management Accounting & Reporting
Outsourcing

How to Manage the Impending Wealth Transfer

Three critical strategies for advisors.

Read More
  • Whitepaper
Outsourcing
Portfolio Management Accounting & Reporting

The Disappearing Digital Divide

Keys to connecting with tech-savvy investors.

Read More
  • Whitepaper
Outsourcing
Portfolio Management Accounting & Reporting

Merger and Acquisition Activity for Investment Advisors

Why the right technology stack matters.

Read More
  • Whitepaper
Client Relationship Management

Wealth Management Firms: Deliver ROI From CRM

Acquire optimal value and competitive advantage from your core technology platform.

Read More
  • Whitepaper
Trading, Rebalancing & Compliance

Preparing for MiFID II

A guide for investment managers.

Read More
  • Whitepaper
Client Portal

Enhancing the Client Experience

Optimizing wealth management engagement with a client portal.

Read More
  • Whitepaper
Portfolio Management Accounting & Reporting

Smart Growth

The route to success for the Wealth Management Industry.

Read More
  • Whitepaper
Data Management

Data Services

How to keep the lifeblood flowing.

Read More
  • Whitepaper
Fund Accounting
Portfolio Management Accounting & Reporting

Hitting a Technology Roadblock?

Seven reasons for hedge funds to upgrade their portfolio management and reporting platforms.

Read More
  • Whitepaper
Fund Accounting

Hedge Fund Compliance

Building a best-practice framework.

Read More
  • Whitepaper
Fund Accounting
Portfolio Management Accounting & Reporting

IFRS

Highlighting the value of system future proofing

Read More
  • Whitepaper
Outsourcing
Reconciliation & Workflow Management

Technology and operations for start-up hedge funds

Know your options.

Read More
  • Whitepaper
Client Portal

Best Practices in Reconciliation

Ten steps to greater productivity and performance.

Read More
  • Whitepaper
Implementation & Professional Services

Outsourcing bank treasury operations

The simple solution to growing business complexity.

Read More
  • Whitepaper
Trading, Rebalancing & Compliance

Driving productivity in the front office

An overlooked opportunity?

Read More
  • Product Brief
Fund Accounting
Portfolio Management Accounting & Reporting

Geneva for credit and derivative instruments

Improve accuracy and reduce risk in processing complex instruments.

Read More
  • Product Brief
Client Portal

Client Portal

The gateway to a better client experience.

Read More
  • Product Brief
Outsourcing
Reconciliation & Workflow Management

Advent Outsourcing Services: Cloud delivery

Focus on what you do best - let us handle the rest.

Read More
  • Product Brief
Fund Order Management

Tradex

Simplify your fund operations. Accelerate your business.

Read More
  • Product Brief
Data Management

Advent Market Data

Integrate your market data sources seamlessly in the cloud.

Read More
  • Product Brief
Data Management

Advent Portfolio Data

A single solution to manage your portfolio data.

Read More
  • Case Study
Portfolio Management Accounting & Reporting
Fund Order Management

Pareto Asset Management

“With Advent, we are able to support our growth, realise more operational economies of scale and efficiencies, and ensure we can offer the high level of services we want to give our clients.”

Read More
  • Case Study
Portfolio Management Accounting & Reporting
Outsourcing
Reconciliation & Workflow Management

IBS Capital Allies

Learn how this asset manager in the Netherlands benefits from technology hosting and operations outsourcing, for a simpler and more stable setup backed up with the industry expertise from SS&C Advent.

Read More
  • Recorded Webinar
Investor Servicing
Fund Accounting

Managing Private Equity Funds with Geneva World Investor

Explore the webinar to learn more.

Watch Now
  • Video
Portfolio Management Accounting & Reporting

Employee story - Matt Ahlstrand

Matt Ahlstrand, VP describes how APX solves the core needs of investment managers and the value in partnering with SS&C Advent.

Watch Now
  • Video
Trading, Rebalancing & Compliance

Client Story: Michael Scott from CPS

Michael Scott with CPS Investment Advisors discusses the search for a solution to increase efficiency and the benefits of choosing Advent Genesis™ with Moxy®.

Watch Now
  • Video
Trading, Rebalancing & Compliance

Client Story: Duane D'Orazio from Conestoga

A client since 2005, Duane D’Orazio, Managing Partner, Conestoga Capital Advisors discusses the benefits of Advent Genesis™ including ease of use, efficiency and portability.

Watch Now
  • Video
Fund Accounting
Portfolio Management Accounting & Reporting

Geneva for Asset Managers

The only question is: are you ready?

Watch Now
  • Video
Outsourcing
Portfolio Management Accounting & Reporting

Black Diamond

Where advisors and clients connect.

Watch Now
  • Video
Outsourcing
Portfolio Management Accounting & Reporting

Black Diamond Client Experience

Watch the video to learn about the Black Diamond Client Experience.

Watch Now
  • Video
Client Portal

Modestspark - Powering the Client Experience

Watch the video to learn about the Modestspark client experience.

Watch Now
  • Video
Client Portal

Client Story: Capital Counsel

Matthew Friedman of Capital Counsel discusses how the Modestspark portal allows clients to view their account information in an easy to use, accessible way.

Watch Now
  • Video
Client Portal

Client Story: GFG Capital

Greg Silverman from GFG Capital shares how Black Diamond Link for APX has empowered advisors to get the information they need, exactly when they need it.

Watch Now
  • Video
Client Portal

Client Story: BDF

Black Diamond Link for APX and Axys provides tools that make a powerful client portal the center of client conversations.

Watch Now
  • Video
Client Portal

Executive Overview: Eli George

Eli George, Senior Director of Solutions Management, discusses the features and benefits of Black Diamond Link for APX and Axys.

Watch Now
  • Demo
Portfolio Management Accounting & Reporting

Advent Portfolio Exchange

Watch the demo to learn more about Advent Portfolio Exchange.

Watch Now
  • Demo
Fund Accounting
Portfolio Management Accounting & Reporting

Geneva

Watch the demo to learn more about Geneva.

Watch Now
  • Demo
Client Relationship Management

Salentica Elements

Watch the demo to learn more about Salentica Elements.

Watch Now
  • Demo
Margin & Finance Management

Syncova

Watch the demo to learn more about Syncova.

Watch Now
  • Demo
Research Management

Tamale RMS

Watch the demo to learn more about Tamale RMS.

Watch Now
  • Demo
Client Relationship Management

Salentica Engage

Watch the demo to learn more about Salentica Engage.

Watch Now
  • Video
Portfolio Management Accounting & Reporting

Client Story: Quest Investment Management

Doug Goebel from Quest Investment Management discusses why APX is the “industry-tested suite” that empowers better investment decisions.

Watch Now
  • Video
Fund Accounting
Portfolio Management Accounting & Reporting

Client Story: Applied Fund Solutions

“Not only was SS&C Advent able to provide the services, but you walk away with the feeling that you’ve developed great relationships as well.” Dan Nikci, Founder and Principal Applied Fund Solutions – Geneva® user

Watch Now
  • Video
Portfolio Management Accounting & Reporting
Client Portal

SS&C Advent for Wealth Managers

Watch Now
  • Video
Fund Accounting
Portfolio Management Accounting & Reporting

SS&C Advent for Hedge Funds

Watch Now
  • Video
Fund Accounting
Portfolio Management Accounting & Reporting

SS&C Advent for Asset Managers

Watch Now
  • Video
Outsourcing
Reconciliation & Workflow Management

SS&C Advent Outsourcing Services

Watch Now
  • Info Kit
Client Portal

Portals for investment managers

Connecting your clients and advisors.

Read More
  • Video

Client Story: Richey Kemmling from ACA Compliance Services

Richey Kemmling, a Partner with ACA Compliance, discusses the partnership between SS&C Advent and ACA

Watch Now
  • Video

Eddie Russo - SS&C Global Solutions Management

"What really differentiates Geneva from other players in the industry is how nimble it is, in addition to the wide breadth of functionality that it offers to our clients."

Watch Now
  • Video

Black Diamond Leadership: Technology and Recruiting

Steve Leivent, Senior VP at Black Diamond, discusses technology innovation as a game changer for both our clients and the team members we recruit.

Watch Now
  • Video

Black Diamond Leadership: Technology and Service

Listen to Bob Conchiglia, VP of Advisory Sales at SS&C Advent, as he discusses the strategic outlook and innovative spirit of the Black Diamond Wealth Platform.

Watch Now
  • Video

Ziegler Capital Management

Matthew Kowieski, Director of Operations at Ziegler Capital Management, discusses the APX suite

Watch Now
  • Video

Portfolio Solutions Client Testimonial – Brad Cox

Brad Cox of Portfolio Solutions discusses how the Black Diamond Client Experience helps his firm build relationships with their clients.

Watch Now
  • Video

Robert Roley, SVP and General Manager SS&C Advent

Robert Roley discusses SS&C Advent’s commitment to innovation and to being a partner for the long term.

Watch Now
  • Video

Cutter Associates’ Mary Storrs: Alternative Data Commentary

Mary Storrs, Principal & Head of CutterResearch & Benchmarking at Cutter Associates, comments about the use of Alternative Data in asset managers' investment decisions.

Watch Now
  • Recorded Webinar

SEC Examination Priorities and Focus Areas for 2019

The U.S. Securities Exchange Commission’s Office of Compliance Inspections and Examinations (OCIE) announced its 2019 examination priorities on December 20, 2018.

Watch Now
  • Recorded Webinar
Outsourcing

Your firm is unique. Your outsourcing should be too.

Leading technology and operational expertise.

Watch Now
  • Product Brief
Outsourcing
Fund Accounting

Black Diamond Wealth Platform

Revolutionizing the wealth management experience.

Read More
  • Video

Ryan Alexis, Director of client service at Black Diamond

Ryan Alexis talks about how the combination of technology and service at Black Diamond is hard to beat.

Watch Now
  • eBook

Black Diamond Wealth Platform

A complete platform enhanced by our partners.

Read More
  • Whitepaper

The technology impact on business valuation

Optimizing and monetizing your life's work.

Read More