Business Needs

Solutions built for asset managers

Our solutions built for asset managers fulfill business needs including portfolio management, rebalancing, client portal, data management, outsourcing, and fund order management.

Portfolio Management, Accounting & Reporting

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

Trading, Rebalancing & Compliance

Streamline trading with a true cloud solution for model management and rebalancing.

Client Portal

Build and strengthen relationships with our digital client experience.

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

read more

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

read more

Increase productivity with an easy-to-use, turnkey portfolio reporting and accounting solution.

read more

Grow your business with a core portfolio management solution designed to remove operational barriers.

read more

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

read more

Eliminate manual labor and improve accuracy with a comprehensive solution for pre- and post-trading compliance.

read more

Black Diamond Link leverages key features of the Black Diamond Wealth Platform to help elevate your client conversations.

read more

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

read more

Black Diamond Link leverages key features of the Black Diamond Wealth Platform to help elevate your client conversations.

read more

A portal solution for clients and advisors alike, to redefine your client relationships and help you thrive on client engagement.

read more

Differentiate your business with a client portal that integrates seamlessly with your current system.

read more
Data Management

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

Outsourcing

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

Fund Order Management

Ensure efficient fund distribution with automated order management processes.

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

read more

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

read more

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

read more

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.

read more

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

read more

Integrate your market data sources seamlessly in the cloud.

read more

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

read more

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

read more

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

read more

With Tradex, you can manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service.

read more
Client Relationship Management

Stay focused on your clients with an integrated central knowledge base of all relationships firm-wide.

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.

Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

read more

Grow your business with a core portfolio management solution designed to remove operational barriers.

read more

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

read more
Reconciliation & Workflow Management

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

Research Management

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

Revenue Management

Streamline your billing and revenue processes with a comprehensive revenue management solution.

Streamline the data management process from acquisition to reporting.

read more

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

read more

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

read more

Streamline billing and revenue management workflows.

read more
The Latest From Our Blog

Stay up to date on SS&C Advent asset management solutions

A Candid Conversation with Karen Geiger and Steve Leivent – Co-General Managers of SS&C Advent banner image
16-Dec-2020

A Candid Conversation with Karen Geiger and Steve Leivent – Co-General Managers of SS&C Advent

By: Timothy Welsh

Our wide-ranging interview covered their experiences during the pandemic, how they are approaching their new roles as business leaders as well as their outlook on the industry, technology innovation and the evolution of the SS&C Advent business.

read more
Scaling Portfolio Customization with Portfolio Optimization banner image
18-Nov-2020

Scaling Portfolio Customization with Portfolio Optimization

By: Boris Bykhovsky

As technology advances and the pressure to operate more efficiently mounts, investment managers continue to search for solutions to maximize time spent managing thousands of portfolios across their book of business.

read more
Collective Learnings from SS&C Advent Outsourcing Services banner image
11-Nov-2020

Collective Learnings from SS&C Advent Outsourcing Services

By: Joe LaFemina

“How do we stack up?” is a common question our clients ask our relationship managers regarding operational complexity.

read more

Get more information about our asset management solutions

Please complete the short form below and one of our representatives will contact you to discuss next steps

Interested in exploring all of our financial technology solutions?