Business Needs

Solutions built for alternative investment managers

Our solutions built for asset managers fulfill business needs including portfolio management, investor servicing, outsourcing, data management, research management, and margin and finance management.

Portfolio Management, Accounting & Reporting

Make your workflow work for you with integrated and customized portfolio and investment management and reporting.

Investor Servicing

Simplify accounting and servicing partnerships with support for unlimited fund structures and flexible investor fee calculations.

Outsourcing

Increase efficiency and scalability with cloud-delivered technology and outsourced services.

Locally deployed or cloud delivered, Geneva delivers real-time portfolio management and accounting, investor accounting, and reporting.

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An integrated technology platform designed for private equity operations.

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Leverage Geneva at a scale that fits your business and budget by combining software, cloud delivery and co-sourcing.

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With Geneva World Investor, portfolio management and investor accounting are integrated into one platform.

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

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An integrated technology platform designed for private equity operations.

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Data Management

Count on accurate and timely data for your entire investment lifecycle through a single platform.

Research Management

Harness your firm’s collective knowledge with an organized and centralized investment research repository.

Margin & Finance Management

Minimize costs with fully transparency margin and fee calculations.

Benefit from advanced knowledge of corporate actions; reduce risk of manual errors with automated transactions.

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Access timely and consolidated account-level information from a growing network of portfolio data sources.

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With a proprietary or third-party system, consume account-level information from a growing network of portfolio data sources.

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Our range of data solutions deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms — when and how you need it.

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Automate receipt of index performance data at the security and sector level, directly into Advent Portfolio Exchange.

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Integrate your market data sources seamlessly in the cloud.

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Gain greater access to portfolio data sources, additional instrument coverage and automated downloads upon data availability.

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Need to customize ACD data? Save time by automating the process.

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Centralize you research activities, organize an escalating volume of research data and improve your due diligence.

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Syncova’s powerful tools enhance margin and financing management, high quality analysis, reconciliation, replication, alerting and reporting.

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Fund Accounting

Leverage our multi-currency platform supporting trading, real-time portfolio management and accounting, investor accounting and reporting.

Implementation & Professional Services

Maximize the potential of your technology with best-in-class services.

Reconciliation & Workflow Management

Reduce operational risk with robust exception management and data governance workflow.

Leverage Geneva at a scale that fits your business and budget by combining software, cloud delivery and co-sourcing.

read more

Locally deployed or cloud delivered, Geneva delivers real-time portfolio management and accounting, investor accounting, and reporting.

read more

With Geneva World Investor, portfolio management and investor accounting are integrated into one platform.

read more

An integrated technology platform designed for private equity operations.

read more

With access to product developers and unique product expertise, our services team can help you get the most out of our solutions.

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Streamline the data management process from acquisition to reporting.

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

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The Latest From Our Blog

Stay up to date on SS&C Advent alternative investment management solutions

Part II: Evaluating Operational Managed Services Providers banner image
07-Apr-2021

Part II: Evaluating Operational Managed Services Providers

By: Catherine Daly

This is the second part of our series on outsourcing and managed services.

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Guiding Clients in Transformative Times banner image
23-Feb-2021

Guiding Clients in Transformative Times

By: Marianne Elie

While the COVID-19 pandemic brought uncertainty to the financial markets and upended business operations for asset and wealth managers, displacement from offices has actually helped accelerate the industry’s digital transformation.

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Hedge Fund Diversification: Do New Asset Classes Hold the Golden Ticket to Growth? banner image
25-Sep-2020

Hedge Fund Diversification: Do New Asset Classes Hold the Golden Ticket to Growth?

By: Roger Woolman

How can hedge funds set themselves apart in what has become a highly competitive and crowded marketplace? Performance is the ultimate arbiter. Which is why many in the industry are embracing investment diversification in the search for new sources of risk-adjusted returns.

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