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Details

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SS&C Advent Main Features

• Client Portal
  This is a secure online space where clients can access their information and reports.
• Data Management
  This tool organizes and maintains important financial data.
• Fund Accounting
  This feature focuses on tracking and reporting the financial activities of funds.
• Investor Servicing
  This tool helps manage relationships and communications with investors.
• Research Management
  This tool organizes and tracks research activities and findings.
• Fund Order Management
  This feature helps manage orders for funds efficiently.
• Margin & Finance Management
  This feature helps manage borrowing and financial resources effectively.
• Client Relationship Management
  This feature helps businesses manage their interactions and relationships with clients.
• Outsourcing & Managed Services
  This service allows businesses to hire external help for certain tasks.
• Trading, Rebalancing & Compliance
  This tool assists in executing trades, adjusting investments, and ensuring rules are followed.
• Performance, Reporting & Attribution
  This tool measures investment performance and provides detailed reports.
• Portfolio Management, Accounting & Reporting
  This feature helps manage and report on investment portfolios and their financial details.

SS&C Advent Benefits

• Client Portal
  Provides clients with easy access to their information, improving communication and satisfaction.
• Data Management
  Organizes and protects data, making it accessible and reliable for decision-making.
• Fund Accounting
  Ensures accurate tracking of fund performance and compliance with financial standards.
• Investor Servicing
  Enhances the experience for investors, making it easier for them to get information and support.
• Research Management
  Organizes research data, helping teams make better investment decisions.
• Portfolio Management
  Helps manage investments effectively, making it easier to track performance and make decisions.
• Fund Order Management
  Streamlines the process of managing fund orders, reducing errors and saving time.
• Accounting & Reporting
  Simplifies financial reporting, ensuring accurate records and compliance with regulations.
• Margin & Finance Management
  Helps manage financial risks and optimize the use of funds for better returns.
• Client Relationship Management
  Improves relationships with clients by keeping track of interactions and preferences.
• Outsourcing & Managed Services
  Allows firms to focus on core activities by handling non-core tasks efficiently.
• Trading, Rebalancing & Compliance
  Ensures trades are executed properly and portfolios are balanced according to rules.
• Performance, Reporting & Attribution
  Provides insights into investment performance, helping to understand what works and what doesn't.

Who should use SS&C Advent?

• Asset Managers
  Asset managers can use our tools to manage their portfolios better and make smarter investment choices.
• Wealth Managers
  Wealth managers will benefit from our solutions to help their clients grow and protect their wealth.
• Alternative Managers
  Alternative managers can streamline their operations and improve their investment strategies with our services.

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SS&C Advent Alternatives

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Technologies Used

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