SS&C Advent

IT Asset Management Software

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A extensive financial technology platform streamlines the investment management process for asset managers, wealth managers, and alternative investment firms. Key features include portfolio management, accounting and reporting, trading and compliance, data management, and client relationship management, addressing challenges such as operational inefficiencies, fragmented systems, and the need for enhanced collaboration across investment operations.

SS&C Advent can be found in IT Asset Management Software categories.

The most similar products to SS&C Advent are:

Ziggma Promoted → WIZE → SS&C Advent → GenieAI → FA Solutions →

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Details

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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