The Solution

Freedom to Focus on Your Business

Firms are confronting a permanently changed working world, full of new ideas about the physical workplace itself and digital collaboration. The turn towards remote work has raised questions about operations as a whole, including stress on infrastructure and security risks. Moreover, as firms seek exposure across a broader mix of asset classes, they are rightly asking if they want to take on that added operational complexity internally, or offload parts of it to a service provider whose core competencies are IT and operations.

The convergence of investor demand for diversification and the compelling need for remote work solutions has accelerated discussions around managed services. For many, the question is no longer whether to outsource, but what to outsource. The fundamental case for outsourcing remains compelling: by delegating the management of technology and routine operational tasks to experts, investment managers can focus on their core business team.

SS&C Advent Managed Services offers cloud-delivered solutions including the full Advent Investment Suite, which primarily serves institutional asset and high-end wealth managers, and Geneva for portfolio and investor accounting, favored by alternative investment firms, including hedge funds, private equity and private debt fund managers. The Managed Services team also offers a customizable menu of operational services, including daily reconciliation, reporting, investor and portfolio accounting, data governance functions, and more.

Why choose this solution

reliability icon
Intuitive, state-of-the-art communication portal
reconciliation workflow icon
Improve data accuracy and consistency
daily icon
24/7 around the clock support
cloud icon
Reduce IT footprint and operational risks with cloud-delivered technology
document mgmt library files icon
Ability to outsource specific workflows to relieve back-office burdens
research mgmt evaluation reporting icon
Comprehensive reconciliation services
alert icon
Performance maintenance and validation
outsourcing icon
Robust client reporting
portfolio mgmt icon
Issued SOC I, Type II report (Managed Services environments only)
Advent Managed Services

Complementary Solutions

Advent Portfolio Exchange®

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

Learn More
Geneva for Asset Managers

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

Learn More

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

Learn More

Request a demo

Get the right combination of technology and expertise. Few organizations can match SS&C Advent’s depth of experience in outsourced technology and services.