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  • 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.

  • Wealth Managers

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

  • Asset Managers

    Future-proof your business with a solution covering the entire investment management process

  • 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.

  • 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.

  • Video: SS&C Advent for Wealth Managers

    Video: SS&C Advent for Wealth Managers

  • Video: SS&C Advent for Asset Managers

    Video: SS&C Advent for Asset Managers

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

    A Guide for Asset and Hedge Fund Managers.

  • 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.

  • Asset Managers - All Solutions

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

  • 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.

  • 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.

  • Brief: Geneva for Asset Managers

    Leverage Geneva’s comprehensive, global asset class coverage.

  • Brief: Tamale RMS for Multi-Managers

    Enhance your manager research and due diligence process.

  • Video: Geneva for Asset Managers

    The only question is: are you ready?

  • Paper: Technology and Operations Outsourcing for Asset and Wealth Managers

  • 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.

  • Home

    SS&C Advent is a leading provider of portfolio management and accounting solutions and services to the world's leading institutional asset and wealth management firms.

  • Wealth Managers - All Solutions

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

  • SMAs for hedge funds: customized solutions or just a huge side letter

    How can hedge fund managers profitably answer the growing demand for liquidity, transparency, and increased control on the part of investors? That question sparked a lively panel discussion moderated by SS&C Advent’s Katherine Pearce, vice president of Product Management and Solutions Consulting, at GAIM Ops West.

  • Using model platforms to fuel scale and growth in your advisory business

    The use of model marketplaces for portfolio management has exploded in recent years. Global investment management corporation, BlackRock, estimates that there is around $2.7 trillion invested across all types of investment models. That $2.7 includes home-office model platforms, built and maintained by a dedicated in-house team, third-party models from Asset Managers and Strategists, and Advisor-customized model portfolios.

  • Disruption in asset management: Adopting a fintech mentality is key to firms survival

    Investment managers could be “the next group to feel disruption,” according to hedge fund investor Doug Kass.

  • Stop letting incremental profitability leak away with Syncova

    Many hedge funds and other asset managers are electing treasury platforms for the financial and organizational benefits of having one central point of control.

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

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

  • Deliver 2019: Thinking beyond the standard narrative

    This September, at SS&C Deliver we’re challenging attendees from hedge funds, wealth managers, and institutional asset managers to think beyond the standard narrative as we deliver the future with thought-provoking sessions.

  • Video: 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.

  • Investment management tech

  • Video: Client Story - Mary Storrs from Cutter Associates

    Mary Storrs, Principal & Head of CutterResearch & Benchmarking at Cutter Associates, comments about the use of Alternative Data in asset managers investment decisions. Hear more on the uses for it and future trends.

  • Paper: Preparing for MiFID II

    A guide for investment managers.

  • Video: Demo - Asset and Wealth Management Suite

    Watch the demo to learn more about Advent's end-to-end solution for asset and wealth managers.

  • Abacus Group, LLC

    IT Hosting

  • Omgeo

    Post-Trade Workflow Automation

  • SunGard Global Network

    Electronic Trading Destinations

  • 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.

  • 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.

  • 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.

  • Syncova Demo Request

  • All Resources

    Learn how current industry issues and trends affect your firm.

  • Our Team

    The senior leadership team at SS&C Advent represents world-renowned experience and expertise in award-winning software and services for the global investment management industry.

  • Press Releases

    SS&C Advent in the news.

  • Custodial Data Partners

    More than 800 custodians and prime brokers partner with Advent to deliver daily account-level information for reconciliation via Advent Custodial Data (ACD) and Advent Portfolio Data (APD). Click here to see the full list of custodians and prime broker partners.

  • The evolution of an independent advisory firm

    J.P. King Advisors, founded back in 1981 by Jim King, is one of the original, pioneering, fee-based independent firms. The illustrious history of the firm, now in its fourth decade of serving clients in the San Francisco Bay Area, is a fascinating example of how a focus on business and practice management can keep a firm alive, well and growing into the next generation of management.

  • Best product, best people: SS&C Advent takes two AFTA awards

    It’s not every night a firm earns industry accolades both for a product and for the people behind it. Yet, at the American Financial Technology Awards on December 3, the spotlight shone brightly on SS&C Advent.

  • The quiet explosion in private credit

    Private credit is now a mainstream source of financing, fueling growth for small, medium, and large enterprises worldwide across a wide range of sectors. Per Preqin, the number of private debt funds reached a historic high of 389 at the end of Q2 2018.

  • The future on display at SS&C Deliver

    At our recent SS&C Deliver conference, future trends were front and center. The technologists and business analysts from Black Diamond who work with over 1,300 top industry firms have been reading the tea leaves to provide a vision for what the advisory practice of tomorrow needs to look like.

  • SS&C Advent named Best Technology Provider to the mutual fund industry

    We are honored to be recognized in the second annual Fund Intelligence Mutual Fund Services and Technology Awards where SS&C Advent took top honors in two categories: Best Portfolio Management System and Best Technology Provider Overall.

  • On-time on-budget and virtually seamless

    New York-based asset manager, Dalton, Greiner, Hartman, Maher & Co., LLC (DGHM), is an established client of SS&C Advent, beginning with its 2004 implementation of Axys. Early on, DGHM saw an opportunity to replace five separate software programs they were currently using with the recently launched Advent Portfolio Exchange (APX).

  • Hedgeweek honors SS&C Advent for Best Managed Account Platform

    Hedgeweek readers did not hedge on this one. They selected SS&C Advent as the Best Managed Account Platform Technology Firm in the annual Hedgeweek USA 2018 Awards, presented at a ceremony in New York on September 20.

  • Driving portfolio management efficiencies in Singapore

    Are you looking to get a competitive boost from your business operations so you can benefit from: More responsive client servicing capabilities and happier customers, reduced risk, faster and easier regulatory compliance, lower costs, and greater scalability to grow your business?

  • Experiencing SS&C Deliver 2018

    Back from our annual conference, SS&C Deliver 2018, we’re excited and energized after seeing our clients, engaging in sessions and panels and enjoying Las Vegas. During the action-packed three day event, we shared several announcements and captured videos of attendees and speakers talking about their experiences at this year’s big event.

  • Alternative data breathing new life into portfolio performance

    By now, you’ve certainly heard some of the buzz about alternative data, one of the past year’s hottest topics in the asset management world. Many firms are interested in it as a means to generate alpha, while others have had mixed experiences and still others are taking a wait-and-see attitude to determine if it adds measurably to investment research and portfolio performance.

  • Artificial Intelligence meets asset and wealth management

    I am looking forward to being a moderator at SS&C Deliver in Las Vegas on September 13. The panel is titled Artificial Intelligence Meets Asset and Wealth Management. There are currently over 200 people registered, which does not surprise me because AI/ML is currently in a strong hype phase, although much of this hype is deserved.

  • SS&C Deliver 2018: Anthony Tu-Sekine talks cryptocurrency and blockchain

    Nick Nolan recently sat down with Anthony Tu-Sekine, Partner at Seward & Kissel to discuss blockchain and the upcoming session on crypto assets at SS&C Deliver. Read on for a few highlights of what’s to come.

  • SS&C Deliver 2018: Q&A with Danielle Fava, AI meets asset and wealth management

    AI seems to be everywhere today, but is it in your firm’s future? TD Ameritrade’s Dani Fava will join a panel of experts at SS&C Deliver for Artificial Intelligence Meets Asset and Wealth Management on Thursday, September 13 at 4:00 pm. We caught up with Dani to get a snapshot of the major trends she sees affecting the industry.

  • Technology integration now happening in real time

    One of the more pressing business and operational issues facing advisors over the years has been the daunting task of bringing all of their technology systems and custodians together so that they work in harmony, deliver efficiencies and streamline back office tasks.

  • Are private equity firms becoming the new banks

    In a recent blog, we examined the rapid growth of private credit funds and noted that private equity investors are at the forefront of this trend towards alternative financing. Mark Vandevelde, in his Financial Times piece, takes it even further by suggesting that the biggest PE firms are “supplanting” traditional bank lending.

  • All the right connections

    The explosion of mobile device usage has reshaped our perceptions of the value of being connected. We now take for granted our ability to access just about any information we want, whether personal or public.

  • Not for the faint of heart: Support for distressed debt strategies

    Recently, we explored the explosive growth of private credit and the opportunity it presents for investors. A smaller, but growing, subset of the private credit market is distressed debt and credit investing. Distressed debt includes debt instruments trading at a steep discount to par value due to an extremely negative outlook, or even outright default, on the part of the borrower.

  • Controlled collaboration How firms are rethinking their front office operating model

    Recently, a client told me something that I have been hearing quite a lot lately: “Nobody is hiring us, because we are wicked awesome at entering trades.” The quote is rather funny (especially if you happen to be from Boston), but within that comment is something that we have witnessed more lately from numerous clients.

  • The 2019 TD Ameritrade Institutional Conference

    After stewing on it for several years, Tim Hockey, CEO of TD Ameritrade, boldly announced that the firm would not compete directly with RIAs for high net worth clients at the recently held TDA LINC conference in San Diego, CA.

  • Geneva strikes again

    We’re elated to win HedgeWeek’s Best Managed Account Platform Technology Provider for the second consecutive year!

  • The 6th annual Black Diamond Wealth Platform executive forum

    Every year, we like to bring together top clients for an executive discussion where we share the latest Black Diamond developments and gain valuable feedback from some of our power users.

  • Black Diamond and Salentica: Technology that helps advisors gain client confidence wins industry recognition

    Wealth management is a relationship business. Sure, it requires a lot of financial acumen, but firms that succeed over the long term do the best job of attracting, retaining and growing clients. They succeed by delivering a highly personalized client experience that engenders confidence and loyalty that can last a lifetime – or, if they’re really successful, across generations.

  • Spend time looking at results not reconciling data

    Firms across the alternative investment perspective are eager for insights and best practices in how to efficiently divest certain areas of their operations.

  • Incorporating data governance into everyday processes

    Data integrity is paramount. If there is a glitch in operations that slows down a process or an error in a statement that goes to a client, chances are that faulty data is the culprit.

  • What next for Irelands funds industry?

    At SS&C Advent, we believe partnership and collaboration are crucial to success. Which is why we were delighted to see so many clients, partners, consultants and friends at our latest fund administration strategy workshop on May 15 at the Westbury Hotel in Dublin.

  • Scaling investment management through model portfolios

    The popularity of model portfolios among advisors is growing - and for good reason. When you combine rising global regulations, the expansion in availability, and the need for efficiency due to increasing client expectations – utilizing this type of outsourced investment management makes for an attractive strategy.

  • Investment in our solutions: The 19.1 releases open the door

    With spring, comes the first of two releases planned for 2019 across many of SS&C Advent’s solutions.

  • Diversifying your portfolio? Processing Credit is now easier than ever

    Investing in credit, bank debt, and structured financing products can provide a steady return on investment for hedge funds, but for many investors, accounting for these complex instruments proves to be the real challenge.

  • Scalability is not all about size

    The financial services industry has seen significant change over the last decade. Technology is at the forefront of a new user experience and radically changing the relationship between consumers and providers, allowing firms to scale their business. But what does scale really means?

  • Unlocking closed-end fund opportunities

    If you needed reminding of the pitfalls of housing illiquid assets in an open-ended fund, then the recent woes of star manager Neil Woodford offer a stark warning.

  • As alternative funds expand: Flexible solutions thrive

    The consensus is clear: investment in alternatives instruments are growing.

  • High-Growth RIA Firms are Power Users of Technology

    Surprise: the fastest growing RIA firms are less focused on profit margins and client referrals, and more focused on technology training and integration.

  • Divergent views on digital assets and cryptocurrencies: A webinar for institutional investors

    You’d be forgiven if you are feeling a bit whipsawed by the vastly divergent opinions on digital assets and cryptocurrencies.

  • KuE Capital discovers deeper dimensions of Tamale RMS

    Have you ever purchased software to be used for a specific purposes, but once you are able to “play around” with the system, the real value and capabilities become clear?

  • Can RPA tools transform investment management, creating winners, losers and new players?

    Robotic Process Automation (RPA) is a fast emerging and powerful form of business process automation technology.

  • Whitepaper: Turning heirs into clients

    The Gen X and Millennial children of baby-boomer clients stand to inherit an estimated $68 trillion in assets over the next 25 years.

  • SS&C Marks Momentum Post Salentica Acquisition

    Client footprint expands at record pace, experiencing over 40 percent growth and advising over $850 billion in assets.

  • SS&C Launches Salentica Data Broker

    Secure, flexible integration application equips wealth management firms using Microsoft Dynamics 365 and Salesforce with critical data to manage client relationships and grow business.

  • SS&C Releases Second Round of 2018 Product Upgrades

    SS&C Technologies Holdings, Inc. today announced the 18.2 release of SS&C Advent's product enhancements for Advent Genesis®, Geneva®, Advent Portfolio Exchange® (APX), Moxy® and more.

  • Portfolio Solutions and SSC Expand Partnership with Salentica Data Broker

    Long-time client cites record of solution enhancements as key factor in expanding relationship.

  • Fure Financial Selects SS&C Salentica for Secure Data Integration

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), announced that Fure Financial, selected Salentica Data Broker to securely integrate data across platforms.

  • Brief: Tradex

    A powerful solution for fund order management and distribution.

  • Paper: Smart Growth

    The route to success for the wealth management industry.

  • Paper: Data Services

    How to keep the lifeblood flowing.

  • Paper: Hitting a Technology Roadblock - Hedge Funds

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

  • Recorded Webinar: Managing Private Equity Funds with Geneva World Investor

    Explore the webinar to learn more.

  • Industry Report: SFM Magazine article about Syncova

    Industry Report: SFM Magazine article about Syncova thank you. Differentiate your technology platform.

  • Recorded Webinar: Are Digital Assets Becoming Traditional?

    With the entry of regulators in 2018, a strict framework for compliance was put in place. This is an important sign that the market for digital assets is maturing.

  • ACA Compliance Group

    GIPS Compliance Verification

  • Ascendant Compliance Manager

    Compliance

  • Chicago Clearing Corporation

    Security Class Actions

  • Generic Network Systems

    IT Hosting

  • HiddenLevers

    Portfolio Analytics

  • InvestorForce

    Performance Reporting Network

  • Kwanti Inc

    Portfolio Analytics and Proposal Generation

  • Morningstar

    Research and Analytics, Performance Attribution

  • Paladyne Systems Inc.

    IT Hosting

  • RedBlack Software

    Portfolio Rebalancing

  • Riskalyze

    Risk Alignment

  • Telemet America

    Real-time Pricing for Moxy

  • Virtus

    Bank Debt Security and Reference Data

  • XLR8

    Customer Relationship Management

  • Zacks Professional Services

    Research and Analytics

  • Sweden's Largest Private Health and Dental Provider Chooses Advent Software to Support Its Pension Fund

    Advent Software, Inc. today announced that Praktikertjänst AB's Pensionsstiftelse, the pension fund of the largest private health and dental care firm in Sweden, has chosen Advent's award winning asset management solution, Geneva®, as the technology platform to support its investment operations.

  • SS&C Launches Investor Experience: Enhanced Client Portal on the Black Diamond Platform

    Enhanced client portal helps advisors connect and build long-term relationships with clients.

  • Digital assets webinar explores the state of crypto adoption

    Ten years after the launch of Bitcoin, there are still many questions and few simple answers about digital assets and the underlying technology that makes them possible: Blockchain.

  • 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.

  • Advent Genesis

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

  • Advent Lumis

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

  • Advent Index Data

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

  • Black Diamond Wealth Platform

    Manage your clients’ complete wealth picture with our purposeful suite of tools, and best-of-breed integrations. With the Black Diamond Wealth Platform as the hub of your advisory business, you’ll be able to leverage technology to drive profitability, scale, and growth.

  • 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.

  • 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.

  • 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.

  • Building a community foundation technology blueprint

    The Pittsburgh Foundation works to improve the quality of life in the Pittsburgh region by evaluating and addressing community issues, promoting responsible philanthropy and connecting donors to the critical needs of the community.

  • SS&C to Acquire Investrack Business

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced it has entered into a definitive agreement wherein SS&C will acquire the Investrack business from UAE-based Globacom Technologies. The transaction is subject to customary closing conditions and is expected to close in September 2019.

  • Advisor and Client Portals

    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.