The Solution

Get more done in your day

Wealth management is a relationship-based business — and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys® automates portfolio reporting and accounting to help firms get more done in less time.

Part of the powerful Advent Investment Suite, Axys will increase your productivity, improve accuracy, and provide a clear picture of your portfolios and their performance, without disrupting your existing infrastructure.

Why choose this solution

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GIPS compliant performance measurement
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Flexibility in tax treatment
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Performance measurement
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Automated reconciliation of trade information, settlement data, transactions and positions
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Support for a wide range of securities: cash, equities and fixed income

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Request a demo

Make better decisions. Learn more about how our proven portfolio management, reporting and accounting solution can bring speed, accuracy, and flexibility to your firm's investment management practice.