A Strategic Service Partner for Modern Investment Firms

Today’s investment firms operate in an environment defined by constant change and rising complexity. You need more than reactive support—you need a partner who understands your technology, workflows, and business priorities and helps you navigate change with confidence. SS&C Advent’s client services are designed to help you stay resilient as markets, regulations, and operating models evolve, provide fast, expert guidance without friction or uncertainty, and continuously optimize how you use Advent solutions as your needs grow.

Built to Support Every Stage of Your Business

Investment operations are dynamic. Our client services are designed to support you beyond routine interactions—providing consistent access to experts, clear service standards, and proactive guidance that helps reduce operational friction as your strategies, asset classes, and operating models evolve.

A Reliable Foundation

A strong partnership depends on reliability. Maintenance services provide the reliable foundation for the client experience, delivering ongoing application support, product guidance, and access to expert resources that help keep your technology running smoothly. This includes structured support coverage, concierge services, and community resources—designed to support continuity, stability, and confidence over time.

Designed to Fit Your Operating Model

No two firms operate the same way. Advent’s client services are designed to align to your workflows, internal structure, and business priorities—delivering guidance and service that fits how you work today and evolves alongside your organization, without a one-size-fits-all approach.

Extend Your Model with Managed Services

For firms looking to go further, Advent also offers managed services. Managed services go beyond support—providing operational coverage that helps teams offload processes, gain scale, and operate more efficiently while maintaining oversight and control.

How Client Services Support Your Business—In Practice

Across every engagement—foundational support, tailored guidance, or managed services—Advent’s client services are designed to function as an extension of your team.

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Direct Access to Product Experts
Work with experienced specialists who understand your workflows, products, and operating environment—not a generic help desk. Our teams bring deep domain and product expertise to every interaction.
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Clear Service Standards & Response Objectives
Clear service standards and defined response objectives provide transparency and predictability—so teams understand how support is prioritized and what to expect, without disruption to day-to-day operations.
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Global Coverage & Availability
Client services are delivered by global teams designed to support investment firms operating across regions and time zones, with coverage aligned to business needs.
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Continuous Improvement & Enablement
Ongoing software updates, access to the Advent Community, and proactive guidance help you continuously optimize adoption and get more long-term value from your technology.
Our relationship with the SS&C Advent team goes beyond business. It’s evolved into a genuine partnership—and even a friendship. They’re always available and ready to assist.

Ziad Mansour COO, SHUAA Capital

The services team invested a great deal of time to understand our business, our workflows, and how we operate…They have been a true partner to us.

Venera Giannetto CFO/COO, Alpine Peaks Capital

Since implementing the system and our initial training, we’ve been very happy with the support we receive from the Geneva staff.

Elisa Cabildo-Galindon Head of Administration and Accounting, Investments Department of Almunajem Group

Talk to an Advent Expert

Talk to an Advent expert to explore how our client services can support your operating model today—and provide clarity and confidence as your needs evolve.