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

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

Complementary Solutions

Advent Genesis

Scale your business with a cloud-based portfolio construction and rebalancing solution.

Advent Outsourcing Services

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

Advent Portfolio Exchange

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


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

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.

Take the next steps