Product Brief

Advent Managed Services

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

An expanded menu of solutions and services
Looking to drive efficiency, reduce your risks and control costs? Perhaps it’s time to think about focusing your resources and energy on portfolios and clients, and engaging our IT and operations experts to augment your in-house team. Advent Managed Services offers enhanced technology hosting with a selection of software solutions. You can also choose from a menu of middle- and back-office services, backed by a dedicated services team that will work with you to custom-tailor workflows to your specifications.

Cloud delivery
We’ve taken technology hosting to the next level. Our cloud delivery capabilities include not only managing and maintaining your system, but also a multitude of value-added features, including:

  • Secure, reliable and guaranteed system availability
  • Customized automation and monitoring: We’ll monitor your system and confirm that data uploads and downloads are successful, integrations are working as intended, workflows are in order, and the system is responding as it should
  • Updates on the status of processes and health of your systems every morning and as requested
  • Single-provider service and support: Because we are managing both your infrastructure and your software, you just make one call with any questions or issues. And our support team can quickly expedite escalation of any issue to SS&C Advent product experts—the same people who built the system—for rapid diagnosis and resolution
  • Business continuity and disaster recovery: your system is hosted in audited, accredited data centers with strong security measures and SSAE16 certification for risk controls


Technology solutions
Reduce your IT footprint and operational risks. Now you can take advantage of the functionality of a wide range of SS&C Advent solutions on a hosted basis, including but not limited to:

  • Advent Portfolio Exchange® for portfolio management, reporting and CRM
  • Moxy® trade order management system
  • Advent Rules Manager® for trading compliance
  • Advent Revenue Center® for automated client billing and revenue forecasting
  • SS&C Vision FI for managing your entire reporting workflow
  • Other complementary SS&C solutions for portal access, data, and enhanced trading


Operational services
SS&C Advent works in close collaboration with your firm to identify opportunities to optimize efficiency. Leveraging our expertise and knowledge of best practices, we’ll help you determine the best operational workflows for your firm. You can then customize your operations by electing to outsource specific workflows to relieve middle- and back-office burdens, reduce the risk of employee turnover, and free your staff to focus on productive, revenue-generating activity. The list of available operational services includes:

  • Comprehensive reconciliation services encompassing position, cost basis and transaction reconciliation. We have the ability to reconcile transactions from any trading system, whether from Advent, SS&C or any other technology provider
  • Manual statement update and processing
  • Alternative investment updates from manual statements, including hedge funds and private equity
  • Performance maintenance and validation including daily performance updates by portfolio, security, sector, or other criteria you define
  • Client reporting, including period-end report generation and packaging


What’s more, these data solutions are included in your subscription:

  • Market data services: Augment your data with information from industry leading providers, including IDC, Morningstar, and Moody’s
  • Custodial data feeds: Receive daily downloads of custodial activity automatically from Advent Data Solutions in a standardized format
  • Corporate actions processing: Notification, verification and processing of mandatory corporate actions


Pre-configured Advent OnDemand® for streamlined hosting and data management
For firms that are looking for a streamlined, pre-configured technology and services package, Advent OnDemand delivers Advent Portfolio Exchange with Advent Custodial Data® on a hosted platform, combined with daily data management services in a multi-tenant environment.

The right combination of technology and expertise
Few organizations can match SS&C Advent’s depth of experience in outsourced technology and services. Advent Managed Services builds on that experience with cloud delivery capabilities, expanded technology options, and a wider selection of services than ever before, backed by time-tested operational expertise. With the flexibility to customize our solutions and services to your needs, Advent Managed Services enables you to focus on the activities that matter most to your business, knowing your technology and operations are in highly capable hands.

For more information on Advent Managed Services for your organization, request a personalized demo.

Product Brief
Advent Managed Services