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SS&C Advent
SS&C Advent is a provider of portfolio management software solutions for investment managers, private wealth advisors, and asset owners.
Email: advent@sscinc.com
Phone: +1 800-727-0605
products
Advent Genesis
A portfolio construction and rebalancing platform that includes risk analytics, compliance monitoring, and tax-aware optimization. Provides workflow automation, modeling tools, and scenario analysis for portfolio managers..
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Advent Portfolio Exchange (APX)
Category: Portfolio Management Systems
Integrated portfolio management and accounting system with performance measurement, client reporting, compliance, and workflow automation for multi-asset investment portfolios..
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Advent Document Management
Category: Document Management Systems
Streamlines management of client and fund documents, automates workflow approvals, supports regulatory compliance, and integrates with other Advent fund management solutions..
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Advent Genesis & Advent Client Portal
Category: Mobile Meeting Technology
Offers a comprehensive solution for portfolio management, mobile client meetings, secure document vault, real-time communication tools, and personalized reporting. Empowers fund managers to engage with clients via mobile-friendly meetings and CRM integration..
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Advent Geneva
Category: Alternative Investment Platforms
Portfolio management and accounting platform supporting alternative investments, hedge funds, private equity and real assets, with real-time portfolio analytics, customizable reporting, and multi-currency functionality..
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Advent Geneva
Category: Trade Processing & Settlement Systems
An enterprise-grade platform that handles trade processing, performance measurement, and accounting for investment funds, offering advanced reporting and compliance tools..
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