Refine results by selecting your desired business needs

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.

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

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

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

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

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

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

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

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

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

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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.

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

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

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

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

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

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Mineral Management. Simplified.

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

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

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

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

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

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Get more information about our financial technology solutions

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