ADVENT SERVICES

Our experts are here to help you make the most of our solutions over the life of your business.

 



 

IMPLEMENTATION

Effective use of our solutions starts with a smooth, timely and successful implementation. Our approach has helped thousands of clients get off to a great start.

Planning

From the outset, we provide project oversight and management to help you manage risks, identify objectives and assign ownership of individual tasks. 

Deployment

We help figure out the best workflows for your firm, and guide you in identifying the features and functionality you’ll need.

Documentation

We’ll deliver a document detailing your configuration and workflow. This document helps get people on board quickly by graphically illustrating improvements to processes and workflows.

Training

We make sure you get started on the right foot on day one with tailored training on how to use your new capabilities. You may choose to supplement with online and classroom training from our extensive course list.


OPTIMIZATION

Every system needs a tune-up to make sure it’s performing at peak efficiency. We start by looking at how you get things done – then we figure out how to help you do it even better.

Automation

Rely on us to help you automate repetitive tasks and streamline manual processes to minimize risk and boost your productivity. 

Integration

Build connections between your SS&C Advent solution and your other critical systems to minimize “friction points” and seamlessly exchange data between systems.

Customization

We’ll design special reports or software tools to meet your unique requirements. 

Education

Become a power user with our advanced online and classroom training. Then consider participating in our certification program to affirm your expertise.

ONGOING SUPPORT

We have a stake in your success. We’ll help keep your operations running smoothly over the life of your business.

24/7 Global Support

For pressing issues that need expert attention, our highly skilled, certified support team responds quickly and gets the right answer.

Advent Community

The best, most effective way to get quick, thorough responses is through our online community. By providing detailed descriptions, steps to reproduce the issue and screen shots, your inquiry is instantly directed to a designated subject matter expert.. You also have 24/7 access to comprehensive online resources and self-help tools.    

Continuing Education

Are you feeling confident that your product knowledge is current? Turn to Advent University to brush up on your knowledge and advance your skills.

Upgrades

We continually improve our solutions to comply with regulatory requirements and client mandates. Consider utilizing our upgrade specialists to ensure you start using the latest version as quickly and painlessly as possible.