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.

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Access commission-free insurance and annuities to grow your practice and deliver greater client benefits – right from your desktop.

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

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

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

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

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

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

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

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

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

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

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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.

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

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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.

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

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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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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.

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

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Streamline billing and revenue management workflows.

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The Latest From Our Blog

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

Outsourcing for Business Continuity: Lessons from a Pandemic banner image
10-Aug-2021

Outsourcing for Business Continuity: Lessons from a Pandemic

By: Joe LaFemina

The sudden lockdown orders of March 2020 caught the world by surprise, and asset and wealth managers scrambled to adapt to remote work. With staff dispersed and displaced from the systems they relied on in their offices, firms faced significant operational challenges.

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Public vs. Private Cloud: How do you choose? banner image
03-Aug-2021

Public vs. Private Cloud: How do you choose?

By: Joe LaFemina

As we collectively move to a post-COVID state, the pressure for asset managers to be ready for the next major business disruption remains.

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Women in Fintech banner image
26-Jul-2021

Women in Fintech

By: Christen Wojciechowski

Picture this: you’re a woman starting your own financial company, one of your biggest dreams and goals in life. Before you know it, you have your first potential client and problem to solve. Now it’s time to grind and get to work.

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