search results

  • 1946
    Asset Managers

    Future-proof your business with solutions designed to address the entire investment management process.

  • 2060
    Wealth Managers

    Give your clients a complete picture of their wealth with streamlined communications and make more informed investment decisions.

  • 1970
    Alternative Managers

    Best of breed solutions for your evolving needs. From accounting to data governance & reconciliation to investor-level reporting - outsourced, co-sourced or locally deployed. Make the right technology decision to integrate your front, middle, and back office, to take your business to the next level.

  • 2036
    Geneva for Asset Managers

    Comprehensive asset class coverage to diversify your strategies and differentiate your business. Built to natively provide real-time portfolio and general ledger accounting, Geneva seamlessly supports new lines of business and removes operational barriers.

  • 3942
    Geneva for Emerging Managers

    As a start-up, your fund requires a customizable platform that combines software and managed services to meet your needs and scale over the life of your business. Set yourself up for success with comprehensive asset class coverage, data governance and reconciliation to investor-level reporting.

  • 3948
    Geneva

    Stay competitive with a portfolio management solution that supports multiple asset classes, multi-currency portfolios and complex global fund structures. Geneva is designed specifically for operational scalability, removing operational barriers to seamlessly support new lines of business.

  • 2153
    Advent Corporate Actions

    Benefit from advanced knowledge of corporate actions; reduce risk of manual errors with automated transactions

  • 2018
    Advent Custodial Data

    Access timely and consolidated account-level information from a growing network of portfolio data sources.

  • 2073
    Advent Data Solutions

    Data acquisition, normalization, and distribution solutions, backed by over 20 years’ experience in solving business challenges.

  • 2069
    Advent Index Data

    Automate receipt of index performance data at the security and sector level, directly into Advent Portfolio Exchange (APX).

  • 2055
    Advent Lumis

    Robust exception management and data governance workflow to streamline the data management process from acquisition to reporting.

  • 1957
    Advent Market Data

    Integrate your market data sources seamlessly in the cloud. Advent Market Data (AMD) provides you with a single, cloud-based platform with connectivity to several leading, global market data sources.

  • 2152
    Advent Outsourcing Services

    Cloud-delivered technology and robust outsourcing services available to augment your firm's specific workflows and business needs. Advent Outsourcing Services builds on this experience with cloud delivery capabilities, expanded technology options, and a wider selection of services than ever before.

  • 2100
    Advent Portfolio Data

    Gain greater access to portfolio data sources, additional instrument coverage and automated downloads upon data availability. Advent Portfolio Data extends our ability to deliver the account-level data you depend on for reconciliation and other workflows, with greater portfolio data source access.

  • 2062
    Advent Portfolio Exchange

    Advent Portfolio Exchange (APX) is the integrated portfolio and client management solution that puts everyone in your firm on the same platform and the same page. APX provides one central, scalable platform for all your portfolio, relationship, and prospect data.

  • 2072
    Advent Professional Services

    Helping you make the most of our solutions, over the life of your business. Firms rely on Advent Professional Services for many different reasons at varying stages of their life cycle: from end-to-end implementation support, to training, business and operational process reviews, and migrations.

  • 1943
    Advent Revenue Center

    Advent Revenue Center® helps firms maximize revenue, increase efficiencies, and reduce risks and errors. Advent Revenue Center is the comprehensive solution for streamlining billing and revenue management workflows.

  • 2107
    Advent Rules Manager

    A comprehensive solution for trading, compliance, and portfolio monitoring. Turn your manual policies and procedures into automated processes and lift compliance to a new level. Benefit from easy-to-implement rule guides, flexible coverage options and automated reporting.

  • 2006
    Axys

    Benefit from automation, with an easy-to-use, turnkey portfolio reporting and accounting solution requiring minimal IT support. With an extensive library of pre-defined reports plus easy report customization, Axys helps over a thousand firms get more done in less time.

  • 2010
    Black Diamond Link for APX and Axys

    Leverage key features of the award-winning Black Diamond Wealth Platform without undergoing a system migration. An innovative portal can serve as an important point of differentiation for advisors looking to promote the more personal aspect of their service offering.

  • 2123
    Black Diamond Wealth Platform

    Manage your clients’ complete wealth picture with our purposeful suite of tools, and best-of-breed integrations. Drive profitability, efficiencies and grow your business with the Black Diamond Wealth Platform as the hub of your advisory business.

  • 2160
    Geneva for Hedge Funds

    Discover the leading portfolio and shadow accounting solution for the alternative world. Real-time portfolio management and accounting, investor accounting, and reporting. Geneva excels at portfolio accounting and position management for any instrument, within any structure, in any region.

  • 2103
    Geneva World Investor

    Real-time portfolio management and accounting, investor accounting, and reporting. For managers of investment partnerships, it can be a complex challenge to allocate profits, losses, expenses and tax impacts among multiple investors, accurately.

  • 1954
    Modestspark

    Modestspark provides wealth reporting, document management and a digital service platform that integrates seamlessly with your current system. Modestspark can help your firm power the client experience and - as it supports integration with APX, Axys, and other systems - it’s easy to get started.

  • 2128
    Moxy

    State of the art scalability, connectivity and proven order management workflows enable hundreds of firms to sharpen their competitive edge. Built on industry-standard technology, it’s easy to implement within a firm’s existing IT environment.

  • 1964
    Salentica

    Salentica is a leading provider of integrated CRM solutions and software, available on the Salesforce and Microsoft Dynamics 365 platforms. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

  • 1944
    Syncova

    Powerful solution for margin, stock loan and debit finance management. Syncova’s powerful tools enhance margin and financing management, through high quality analysis, reconciliation, replication, alerting and reporting.

  • 2064
    Tamale RMS

    Tamale RMS will centralize your research activities, improve your due diligence, and provide transparency for your investors. With Tamale, investment teams spend their time collaborating on ideas instead of searching for data.

  • 1959
    Tradex

    Ease the burden of administration and regulatory compliance with a complete solution for fund order management and distribution. Tradex is a flexible and scalable solution that lets you take on more clients and offer more fund products - without the extra work.

  • 3951
    Advent TransPort

    Many firms need to customize ACD data before sending it to their portfolio accounting systems—often a time-consuming manual process. Now, a solution is available to ACD subscribers that allows you to automate that process, eliminate workarounds, and save valuable time.

  • 4151
    Advent Custodial Data for non-Advent systems

    With a proprietary or third-party system, consume account-level information from a growing network of portfolio data sources.

  • 2040
    Advent Genesis

    Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently.

  • 2082
    Investrack

    Give your clients the digital experience they expect, and your team the tools they need, to build and strengthen client relationships. With the digitalization of banking and wealth management, people expect more visibility and control over their assets.

  • 2137
    Asset Managers - All Solutions

    Future-proof your business with a solution suite built to cover the entire investment management process.

  • 1971
    Alternative Managers - All Solutions

    Best of breed solutions for your evolving needs. From accounting to data governance & reconciliation to investor-level reporting - outsourced, co-sourced or locally deployed. Make the right technology decision to integrate your front, middle, and back office, to take your business to the next level.

  • 2061
    Wealth Managers - All Solutions

    Give your clients a complete picture of their wealth with streamlined communications and make more informed investment decisions.

  • 2074
    Brief: Geneva for Asset Managers

    Leverage Geneva’s comprehensive, global asset class coverage.

  • 3092
    Video: Geneva for Asset Managers

    The only question is: are you ready?

  • 2031
    Brief: Tamale RMS for Multi-Managers

    Enhance your manager research and due diligence process.

  • 2068
    Video: SS&C Advent for Wealth Managers

    Video: SS&C Advent for Wealth Managers

  • 2101
    Video: SS&C Advent for Asset Managers

    Video: SS&C Advent for Asset Managers

  • 3924
    Info Kit: Geneva for Asset Managers

    Discover the leading portfolio and shadow accounting solution for Alternatives. Geneva excels at portfolio accounting and position management for any instrument, within any structure, in any region.

  • 3944
    Info Kit: Geneva for Emerging Managers

    The technology decisions you make today will have a long-range impact on the direction of your firm. As a start-up, your fund requires a customizable platform that combines software and managed services to meet your needs and scale over the life of your business.

  • 3652
    Wealth managers can’t have it all…or can they?

    Life is a series of choices. We’re taught we can’t have it all, that we must pick one thing or another. And with every choice comes an inevitable opportunity cost. Wealth managers face the same predicament when determining and implementing their business strategy. Or think they do.

  • 4039
    Emerging Managers: What to consider when outsourcing

    What does it take to start a hedge fund? And, what functions should a firm outsource in order to prioritize higher level work? The HFM US Operational Leaders’ Summit 2020, held earlier this month, addressed these questions with a focus on addressing operational issues facing the emerging managers.

  • 4089
    Report: A multi-asset class future for asset managers

    Where will institutional asset managers find the investment returns to keep their clients happy and help meet their liability demands? The answer, increasingly, is to diversify into multiple asset classes including various forms of alternatives. But what factors need to be taken into consideration.

  • 3115
    How asset managers benefit from a multi-consumer data model

    The collection, management and deployment of ever-greater volumes of data and information has become an asset management focal point.

  • 3497
    Wealth Managers: Do you fit in your clients’ digital life?

    Digital experiences have transformed nearly every aspect of our personal and professional lives.

  • 3564
    Geneva for emerging managers: Building out an infrastructure for long term growth

    Comparing Q1-2019 with Q4-2018, there was a 23% increase in the number of hedge fund launches.

  • 2131
    Paper: Technology and Operations Outsourcing for Asset and Hedge Fund Managers

    A guide for Asset and Hedge Fund Managers. Not long ago, technology and operations outsourcing in the investment management industry was largely regarded as a way for firms to reduce their IT overhead and back-office burdens.