Axys

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

Get more done in your day

SS&C Advent’s Axys® brings your firm the benefits of automation in an easy-to-use, turnkey portfolio reporting and accounting solution requiring minimal IT support. Increase productivity, improve accuracy, and get a clear picture of your portfolios and their performance. With an extensive library of pre-defined reports plus easy report customization, Axys helps over a thousand firms get more done in less time.  

Increased productivity: Accelerate workflows and reduce staff labor through automation. 

Reduce operational risk: Eliminate manual errors and improve accuracy. 

Compliance readiness: Be better prepared for an examination or regulatory request.

BUSINESS NEEDS ADDRESSED

1
Portfolio management
2
Reconciliation
3
Reporting
4
Performance measurement
5
Portfolio accounting

FEATURES YOU'LL NEED

GIPS-compliant performance measurement
Automated reconciliation of trade information, settlement data, transactions and positions
Flexibility in tax treatment
Technology partner network to extend capabilities
Customizable reporting and graphics
Multicurrency accounting and reporting
Support for a wide range of securities – cash, equities and fixed income

MORE FEATURES

Be better prepared for an examination or regulatory request
Increase productivity and reduce operating risks through automation
Make better informed decisions based on reliable data
Communicate more effectively to clients with professional reporting
Streamline processes via built-in integration with Advent Direct Data Services

FEATURED CLIENT STORY

Ithaka Group LLC

Amanda Sawyer, Ithaka Group LLC, explains how Advent helps save their firm time with the seamless integration between Advent Custodial Data, Axys, and Moxy.

MORE CLIENT STORIES


Avalon Advisors, LLC

Dalton, Grenier, Hartman, Maher & Co., LLC

Featured White Paper

Risk Management for Family Offices

ADDITIONAL RESOURCES

Have You Outgrown Your Portfolio Management System?

Axys

Portfolio Accounting & Reporting

Axys, Advent's industry-leading portfolio management, reporting and accounting solution, brings speed, accuracy and flexibility to your firm's investment management practice.

ADDITIONAL RESOURCES

Axys Product Brief
Black Diamond Link for Axys
Axys 3.8.6 System Requirements

Next Steps

Want to know more about Axys? Talk to one of our solution specialists. No sales pitch, just straight answers to help you make an informed decision.

Request a Live Demo

Contact US

To speak to an Advent representative immediately, please dial: +1 800 727 0605

Or visit our Worldwide Offices page and locate one of our representatives at an office near you.

Email Us: info@advent.com