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SS&C Advent Portfolio Exchange from SS&C Technologies
A comprehensive investment management software that provides portfolio management, accounting, and performance analytics, tailored for asset managers and institutional investors.
Product analysis by function
Factor Analysis Platforms for Investment Strategy & Asset Allocation
Software that analyzes and decomposes investment returns into systematic factor exposures (such as value, momentum, quality) to understand portfolio characteristics and develop factor-based strategies.
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Data Integration & Quality
(0 Yes /0 Known /13 Possible features)
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Multi-source Data Connectivity Ability to connect and synchronize with various financial data providers, custodians, and internal databases. |
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Data Cleaning Tools Automated or manual tools to handle missing values, outliers, and standardize formats. |
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Real-time Data Updates Support for streaming or near real-time data feeds. |
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Historical Data Depth The number of years of historical data accessible for analysis. |
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Data Quality Scoring System rates the accuracy, completeness, and reliability of datasets before use. |
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Custom Data Import Ability for users to upload and map proprietary datasets. |
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Automated Data Mapping System auto-maps fields between source and destination datasets. |
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Data Lineage Tracking Tracks the origin and transformations of data (audit trail). |
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Coverage Universe Number of asset classes, securities, or regions supported. |
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API Access APIs for importing and exporting data programmatically. |
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Frequency of Data Refresh How often data can be refreshed or updated. |
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Data Encryption All data in transit and at rest is encrypted. |
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Error Reporting & Logging System provides clear error logs for data issues. |
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Factor Modeling
(0 Yes /0 Known /13 Possible features)
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Prebuilt Factor Libraries Comprehensive set of standard factors (e.g., size, value, quality, momentum). |
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Custom Factor Creation Users can define new factors using formulas, custom data, or machine learning. |
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Factor Backtesting Historical performance simulation of factors and strategies. |
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Factor Exposure Calculation Automated calculation of portfolio exposures to specific factors. |
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Multi-level Factor Hierarchies Supports grouping of factors into themes or higher-level categories. |
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Factor Covariance Estimation Statistical estimation of relationships between factors. |
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Time-varying Factor Models Allows for factor model parameters to adjust through time. |
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Hierarchical Risk Decomposition Risk attribution can be broken out by multiple layers of factors. |
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Regression Model Options Multiple regression and statistical model choices for factor estimation. |
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Machine Learning Integration Supports use of machine learning for factor identification or construction. |
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Factor Sensitivity Analysis Simulate portfolio sensitivity to factor changes. |
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Persistent Beta Tracking Tracks and reports betas for factors and assets over time. |
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Number of Supported Factors Maximum number of factors that can be included in a single model. |
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Portfolio Construction & Optimization
(0 Yes /0 Known /13 Possible features)
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Multi-objective Optimization Supports optimization for multiple targets (e.g., maximize returns, minimize risk, optimize for specific factors). |
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Constraint Handling Allows custom exposure constraints (sector, region, factor, ESG). |
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Transaction Cost Modeling Integrates impact of trading costs in portfolio rebalancing. |
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Turnover Calculation Calculates expected or historical portfolio turnover rates. |
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Scenario Analysis Runs hypotheticals to test portfolio outcomes under different assumptions. |
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Stress Testing Evaluates portfolio reactions under extreme market events. |
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Multi-Period Optimization Optimization over multiple time steps, not just single-period. |
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Max Portfolio Size Maximum number of securities actively handled in a portfolio. |
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Automated Rebalancing Suggestions Platform suggests trades to maintain factor exposures. |
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Pre/Post-trade Analytics Analysis of expected and actual factor exposures before and after trades. |
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Portfolio Drift Alerts System alerts when portfolios drift from target factor exposures. |
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Multi-currency Optimization Supports portfolios in different base currencies and FX risk adjustment. |
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ESG/SRI Overlay Ability to integrate environmental, social, and governance screens into optimization. |
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Risk Analytics & Attribution
(0 Yes /0 Known /12 Possible features)
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Factor-based Risk Decomposition Breaks down total risk by component factors. |
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Value at Risk (VaR) and Expected Shortfall Calculation of factor or portfolio-level risk metrics. |
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Factor-Based Performance Attribution Attributing performance to factor exposures or timing. |
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Relative vs. Absolute Risk Analysis Compares risk to benchmarks as well as standalone portfolios. |
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Contribution to Risk (CTE/CTR) Provides % risk contribution by asset or factor. |
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Conditional Risk Analysis Risk analysis conditional on macroeconomic or market events. |
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Rolling Window Analytics Support for rolling analysis (e.g., rolling beta, rolling risk). |
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Risk Limits Monitoring Allows pre-set boundaries for factors or portfolio risk metrics. |
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Marginal Risk Analysis Measures risk added or removed by individual securities or factors. |
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Backtest Drawdown Analysis Examines historical drawdowns tied to factors. |
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Time to Compute Risk Stats Time taken to run a full risk analysis report. |
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Factor Interaction Analytics Examines nonlinear effects/interactions across factors. |
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Reporting & Visualization
(0 Yes /0 Known /11 Possible features)
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Customizable Dashboards Configurable real-time dashboards showing factor, portfolio, and risk stats. |
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Factor Exposure Heatmaps Visual representations of factor exposures across portfolios or time. |
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Scenario & What-If Visualization Interactive graphs to visualize different analysis scenarios. |
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Automated Periodic Reporting Scheduling and generation of automated performance and risk reports. |
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Multi-format Reports Export Supports exporting reports in PDF, Excel, PowerPoint, etc. |
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Ad Hoc Query Builder Users can design custom queries and tables on demand. |
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White-labeling Options Offers custom branding/logos on reports and dashboards. |
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Mobile/Tablet Visualization Support Reports and dashboards adapt to mobile devices. |
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Interactive Charting Tools Drill-down capability in visualizations for deeper insights. |
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Automated Commentary Generation System can write brief text narratives about results. |
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Report Customization Time Average time to customize and create a new standard report. |
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Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
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Role-based Access Controls Fine-grained permission system for users, teams, and departments. |
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Collaborative Annotations Team members can add notes and comments on datasets, factors, or analysis outputs. |
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Audit Trail for Changes Tracks changes to factors, data, and models with timestamps and user IDs. |
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Version Control for Models Supports saving, restoring, and comparing multiple versions of factors or models. |
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Approval Workflows Structured approval process for production usage or large changes. |
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Comment Threading Organized comment histories on analyses or reports. |
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User Activity Dashboard Visualization of recent activity by all team members. |
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Notification System Alerts and notifications for changes, approvals, or data imports. |
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Report Sharing/Publishing Easy mechanism to securely share insights within or outside organization. |
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Simultaneous Multi-user Editing Supports multiple users working in parallel on the same project. |
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Integration & APIs
(0 Yes /0 Known /10 Possible features)
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RESTful API Endpoints Exposes platform data and analytics for external integration. |
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Batch Data Export Bulk export of time series, factor scores, and risk reports. |
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Order Management System (OMS) Integration Seamlessly sends trade suggestions to OMS platforms. |
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Portfolio Management System (PMS) Integration Connects with PMS for real-time holdings and exposures. |
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SFTP/FTP Support Bulk file transfer through secure FTP protocols. |
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Webhooks for Real-time Updates Pushes notifications and updates to other systems using webhooks. |
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Custom Scripting Support Allows custom scripts (Python, R, etc.) to automate workflows. |
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Third-party Ecosystem Support Able to connect with popular financial data and analytics providers. |
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API Rate Limits Maximum calls per second for stable operation. |
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OAuth/SSO Authentication Supports Single Sign-On and industry-standard authentication. |
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User Interface & Usability
(0 Yes /0 Known /10 Possible features)
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Intuitive Navigation Logical layout reduces clicks and speeds up workflows. |
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Multi-language Support Interface is available in multiple languages. |
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Accessibility Features Support for visually impaired users (high contrast, screen readers, keyboard navigation). |
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Responsive Design Adapts to different screen sizes and devices. |
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Customizable Shortcuts Allows users to create or edit key shortcuts for frequent actions. |
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Search Functionality Comprehensive search for factors, securities, reports, and documentation. |
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Step-by-step Wizards Guided workflows for complex processes. |
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In-app Help/Tooltips Contextual help is available at all major interface points. |
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Load Time for Major Screens Average load time for analytics dashboard or factor model screens. |
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User Profile Customization Custom dashboards and settings for individual users. |
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Security & Compliance
(0 Yes /0 Known /10 Possible features)
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Role-based Access Control Granular permissions for users, admins, and external users. |
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Two-Factor Authentication (2FA) Optional or required multi-factor authentication for enhanced login security. |
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Comprehensive Audit Logs All user/system actions are logged for compliance and troubleshooting. |
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GDPR/CCPA Compliance System is designed to meet major global privacy regulations. |
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Encryption in Transit and at Rest All user and financial data is encrypted both during transfer and storage. |
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Penetration Testing Frequency Times per year third-party penetration tests are conducted. |
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Data Backup Frequency How often critical data is backed up securely. |
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Single Sign-On Support Integration with enterprise identity solutions (Azure AD, Okta, etc.). |
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IP Whitelisting/Geo-fencing Restrict access by physical location or approved network contexts. |
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Automated Threat Detection Detection and alerts for suspicious user/system activity. |
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Performance & Scalability
(0 Yes /0 Known /10 Possible features)
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Concurrent User Capacity The maximum number of concurrent users supported with no performance degradation. |
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Analysis Throughput Number of portfolios and datasets the platform can analyze per day. |
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Peak Data Upload Size Largest supported file/dataset for loading/upload. |
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Average Report Generation Time Typical time taken to generate a complex portfolio report. |
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Uptime SLA Guaranteed platform uptime percentage. |
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Autoscaling Infrastructure System resources automatically scale to support large computational loads. |
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Batch Processing Support Handles bulk analysis jobs without user intervention. |
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Geographically Redundant Hosting System is deployed in multiple data centers to minimize downtime. |
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Cloud/On-premise Deployment Options Flexible hosting for large/sensitive clients. |
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Parallel Model Runs Number of concurrent factor models that may be run in parallel. |
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Support & Training
(0 Yes /0 Known /10 Possible features)
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24/7 Customer Support Live technical and product support always available. |
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Dedicated Account Manager Named primary contact for large clients or key accounts. |
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Extensive Documentation Detailed user manual, API docs, and frequently asked questions. |
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Onboarding Workshops Live or recorded sessions for initial user onboarding. |
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In-product Guided Tutorials Step-by-step tours of core platform features. |
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Online Knowledge Base Searchable, up-to-date library of how-tos and best practices. |
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Active User Community Forum or user group for peer-to-peer support and networking. |
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Training Certification Programs Users can earn certificates in platform proficiency. |
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Average Response Time Median time to initial response for support cases. |
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Custom Training Services Tailored training for teams or enterprise deployments. |
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