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

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

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