Advent Investment Suite banner image

Advent Investment Suite

Leverage a comprehensive suite of modernized, scalable, and intuitive investment management solutions, designed to optimize your workflow.

Overview

Simplify your work. Empower your business.

When powerful technology and investment management meet, that’s where we deliver. Imagine a seamlessly integrated suite of investment management solutions curated to your firm’s front-to-back office workflows. Welcome to the Advent Investment Suite, SS&C Advent’s complete solution for investment managers.

 

Elevate your front, middle, and back office with powerful technology built on the breadth of investment management workflows—from portfolio management to trading to operations—in one fully integrated, end-to-end solution. The Advent Investment Suite enables you to:

  • Manage strategies, investments, and portfolios with efficient trade creation, execution and allocation
  • Streamline accounting, performance, and operations with data consistency, accuracy, and integrity
  • Strengthen client relationships and communication with intuitive dashboards and transparent reporting
  • Portfolio Management, Accounting & Reporting
  • Trading, Rebalancing & Compliance
  • Reconciliation & Workflow Management
  • Outsourcing
featured solution

Advent Genesis

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

learn more
featured solution

Moxy

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

learn more
featured solution

Advent Portfolio Exchange

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

learn more
featured 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.

learn more
featured solution

Axys

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

learn more
featured solution

Black Diamond Link for APX and Axys

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

learn more
The Latest From Our Blog

Stay up to date on SS&C Advent Investment Suite mentions

Nurturing a Culture of Improvement banner image
12-Apr-2021

Nurturing a Culture of Improvement

By: Benjamin Wasson

I have the privilege to talk with clients on a regular basis and evaluate how our consulting and services match up with their needs. The number of conversations I have with firms across varying AUM allows me to see some cross sectional themes across asset, wealth, and alternative managers.

read more
Improve Opportunity ROI with a Time Study banner image
12-Apr-2021

Improve Opportunity ROI with a Time Study

By: Benjamin Wasson

“How do I prioritize my back office improvement opportunities?” is a recurring question we hear from our clients.

read more
Maximizing Back-office Performance with Investment Planning for the Firm banner image
12-Apr-2021

Maximizing Back-office Performance with Investment Planning for the Firm

By: Benjamin Wasson

I am a bit of a nerd when it comes to personal finance. I follow the markets and finance thought leaders in my spare time, and talk my wife’s ear off about our finances and how we’re investing our money.

read more

See how the Advent Investment Suite powers investment management.