Financial Technology Solutions

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

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

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

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.

Scale your business with a cloud-based portfolio construction and rebalancing solution.

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

Access commission-free insurance and annuities to grow your practice and deliver greater client benefits – right from your desktop.

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

Streamline the data management process from acquisition to reporting.

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

Integrate your market data sources seamlessly in the cloud.

Gain greater access to portfolio data sources, additional instrument coverage and automated downloads upon data availability.

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.

Streamline billing and revenue management workflows.

Eliminate manual labor and improve accuracy with a comprehensive solution for pre- and post-trading compliance.

Need to customize ACD data? Save time by automating the process.

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

Black Diamond Link leverages key features of the Black Diamond Wealth Platform to help elevate your client conversations.

Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

Grow your business with a core portfolio management solution designed to remove operational barriers.

Leverage Geneva at a scale that fits your business and budget by combining software, cloud delivery and co-sourcing.

Locally deployed or cloud delivered, Geneva delivers real-time portfolio management and accounting, investor accounting, and reporting.

With Geneva World Investor, portfolio management and investor accounting are integrated into one platform.

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

Differentiate your business with a client portal that integrates seamlessly with your current system.

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

Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

We right-size our solutions and services to fit your needs and fuel your growth.

By merging superior technology from the SS&C ecosystem, the Trust Suite of products delivers a uniquely comprehensive offering for trust companies.

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

Centralize you research activities, organize an escalating volume of research data and improve your due diligence.

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