Investment Management Leading Solutions

Our range of data solutions deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms — when and how you need it.

Leverage a comprehensive suite of modernized, scalable, and intuitive investment management solutions, designed to optimize your workflow.

With Advent Managed Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

With access to product developers and unique product expertise, our services team can help you get the most out of our solutions.

Increase productivity with an easy-to-use, turnkey portfolio reporting and accounting solution.

Consolidate your entire investment process onto a single, front-to-back platform designed to help your business grow.

The Genesis Platform offers deep, purpose-built applications covering all facets of the investment lifecycle - portfolio management, trading, analytics, accounting, and reporting.

Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently – all within the Genesis platform.

Streamline your front office operations with advanced trading, intuitive modeling and investment rules, real-time analytics, and life-cycle compliance – all within the Genesis platform.

Leverage an industry-standard and comprehensive portfolio and investor accounting solution to diversify your strategies and drive growth for your business.

A portal solution for clients and advisors alike, to redefine your client relationships and help you thrive on client engagement.

With capabilities spanning portfolio modelling through to trade creation, execution, confirmation, allocation and settlement, Moxy® seamlessly improves operational efficiency.

SS&C’s order and execution management solution (OEMS) is a multi-asset front office platform that combines Eze EMS’s advanced and automated trading tools with Eze OMS’s feature-rich order management solution, backed by intuitive modeling and investment rules, real-time analytics, and life-cycle compliance.

Empowering advisors with tailored, comprehensive CRM solutions to address the nuances and preferences of any tech stack or client profile.

Built for trust businesses, Trust & Retirement Services from SS&C Black Diamond Wealth Solutions helps wealth managers and fiduciaries enhance client satisfaction, streamline operations, and scale efficiently. All while remaining fully configurable to your unique business needs.

Build your wealth management business on a foundation that grows with you. Bringing every essential function into one connected experience.

Streamline your reconciliation, accounting, performance and reporting processes while reducing operational risk and costs.

Mineral Management. Simplified.

Our global managed market data redistribution service normalizes and aggregates securities data from a vast network of leading global market data vendors into a single customized feed for seamless integration into your portfolio management platform.

A powerful, comprehensive performance measurement and attribution solution, SS&C Sylvan delivers timely, precise, and actionable insights.

A flexible, end-to-end reporting solution, SS&C Vision FI enables the efficient creation, customization, and delivery of individualized client-facing reports.

Syncova’s powerful tools enhance margin and financing management, high quality analysis, reconciliation, replication, alerting and reporting.

With Tradex, you can manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service.