Advent Managed Services

Looking to drive efficiency, reduce your risks and control costs? Perhaps it’s time to think about focusing your resources and energy on portfolios and clients, and engaging our IT and operations experts to augment your in-house team. Advent Managed Services offers enhanced technology hosting with a selection of software solutions. You can also choose from a menu of middle and back-office services, backed by a dedicated services team that will work with you to custom-tailor workflows to your specifications.

Few organizations can match SS&C Advent’s depth of experience in outsourced technology and services. Advent Managed Services builds on that experience with cloud delivery capabilities, expanded technology options, and a wider selection of services than ever before, backed by time-tested operational expertise. With the flexibility to customize our solutions and services to your needs, Advent Managed Services enables you to focus on the activities that matter most to your business, knowing your technology and operations are in highly capable hands.

Separately managed accounts, multiple custodian relationships, server maintenance, and labor-intensive reconciliation processes are a few areas SS&C Advent solutions and services support this firm, specializing in direct indexing. Advent Managed Services frees up the firm’s in-house resources allowing time to focus on its growth strategies. With complete transparency into its operations using the Console - a real-time communication portal with its managed services operations team – the firm has a single access point for its data and reporting needs before each trading day.