Client profile management
Ability to create and maintain comprehensive client profiles with demographic, financial, and preference information
Yes - has this feature

SS&C Advent’s public marketing explicitly highlights the ability to create, maintain, and segment comprehensive client profiles through its CRM integration and client management modules.

Relationship mapping
Capability to map and visualize client relationships, family structures, and associated entities
Yes - has this feature

Relationship mapping is a standard feature in comprehensive wealth management CRM modules, and Advent is listed as supporting visualization of client, household, and entity relationships.

Client segmentation
Tools to segment clients based on assets, revenue, risk profile, or custom criteria
Yes - has this feature

SS&C Advent provides client segmentation tools to enable personalized service levels and marketing, as supported by their wealth management documentation.

Contact management
System to track all client interactions, communications, and touchpoints
Yes - has this feature

Contact management is included within SS&C Advent's CRM integration, tracking all client communications and interactions.

Client onboarding workflow
Structured process for onboarding new clients with necessary documentation and compliance checks
Yes - has this feature

Onboarding workflows are supported and compliance-ready (including KYC/AML), as described in Advent’s solution briefs.

Digital client portal
Self-service portal for clients to view portfolio information and interact with advisors
Yes - has this feature

Advent's client portal allows self-service access to portfolios and reporting, prominently featured on their website.

Client documents repository
Secure storage and organization of client documents and contracts
Yes - has this feature

The platform includes secure document delivery and storage for client contracts and data.

Communication preferences
Management of client communication preferences and frequency
Yes - has this feature

Communication preferences can be configured in the client CRM records, as per Advent documentation.

Service level tracking
Tools to monitor and ensure service level agreements are met for different client segments
Yes - has this feature

Advent provides dashboards and tools for tracking and reporting on SLAs and service levels for client segments.

Client retention analytics
Metrics and tools to identify at-risk clients and support retention strategies
Yes - has this feature

Existing metrics and alerting tools address retention risks and analytics, as noted in product data sheets.

Next best action recommendations
AI-driven suggestions for appropriate next steps in client engagement

No information available

Client capacity
Maximum number of client profiles the system can efficiently manage

No information available

Model portfolio construction
Tools to create and maintain model portfolios for different investment strategies
Yes - has this feature

Model portfolio construction is a core Advent offering, with support for a wide variety of strategies.

Asset allocation
Functionality to design and implement strategic and tactical asset allocation
Yes - has this feature

Asset allocation tools are built into the platform, including tactical and strategic allocation capabilities.

Portfolio rebalancing
Automated or manual rebalancing tools to maintain target allocations
Yes - has this feature

Advent enables both automated and manual portfolio rebalancing.

Drift monitoring
Tools to monitor portfolio drift from target allocations
Yes - has this feature

Drift monitoring is described in the platform’s rebalancing and monitoring features.

Tax harvesting
Capability to identify and execute tax-loss harvesting opportunities
Yes - has this feature

Tax-loss harvesting capabilities are promoted as part of the platform’s tax management functionality.

Custom constraints
Ability to set and enforce custom portfolio constraints (sector limits, ESG factors, etc.)
Yes - has this feature

Custom portfolio constraints (sector, ESG, etc.) are supported within Advent’s model construction tools.

Cash management
Tools to manage cash positions and flows within portfolios
Yes - has this feature

Cash management tools are specifically listed on the solution webpage.

Multi-currency support
Capability to manage portfolios across multiple currencies
Yes - has this feature

Multi-currency portfolios and calculations are supported by the Advent platform.

Alternative investments integration
Support for incorporating and tracking alternative investments in portfolios
Yes - has this feature

Alternative investments integration is mentioned in several Advent product guides for wealth managers.

Investment policy compliance
Tools to ensure portfolios comply with client investment policy statements
Yes - has this feature

Compliance to client IPS (Investment Policy Statement) is verified in Advent, as noted in its compliance modules.

What-if scenarios
Capability to model different portfolio scenarios before implementation
Yes - has this feature

What-if scenario modeling is explicitly available for asset allocation and financial planning modules.

Bulk order generation
Ability to generate orders across multiple portfolios efficiently
Yes - has this feature

Bulk order generation across portfolios is supported in the platform’s order management tools.

Rebalancing speed
Time required to analyze and generate rebalancing recommendations for portfolios

No information available

Security research database
Comprehensive database of investment securities with detailed information
Yes - has this feature

Advent maintains a security master file and security research database for investment analysis.

Market data integration
Real-time or delayed market data feeds integrated into the platform
Yes - has this feature

Integration of real-time and delayed market data is available via partnerships and own feeds.

Fundamental analysis tools
Tools for fundamental analysis of stocks, bonds, and other securities
Yes - has this feature

Fundamental analysis tools are part of the research and analysis suite.

Technical analysis
Charts and tools for technical analysis of security price movements
Yes - has this feature

Technical analysis and market charting is included in the research tools.

ESG screening
Tools to screen and analyze investments based on environmental, social, and governance factors
Yes - has this feature

Advent provides ESG screening functionality for security selection.

Research report integration
Integration with third-party research reports and analysis
Yes - has this feature

Third-party research report integration is mentioned as part of the research module’s extensibility.

Customizable screening
Ability to create and save custom screening criteria for investments
Yes - has this feature

Customizable filters for screening securities/portfolios are included in Advent’s tools.

Investment ideas workflow
Process for generating, evaluating, and implementing investment ideas
Yes - has this feature

End-to-end investment idea management workflow is part of the investment process tools.

Macroeconomic data analysis
Tools to analyze and incorporate macroeconomic trends into investment decisions
Yes - has this feature

Macroeconomic data and analysis feeds are integrated within the platform.

Alternative data sources
Integration with alternative data sources for investment insights
Yes - has this feature

Advent supports integration with alternative data and analytics providers.

AI-powered insights
Machine learning tools to identify patterns and generate investment insights

No information available

Market sentiment analysis
Tools to analyze market sentiment from news, social media, and other sources

No information available

Securities coverage
Number of securities covered in the research database

No information available

Risk profiling
Tools to assess and document client risk tolerance and capacity
Yes - has this feature

Advent provides configurable risk profiling tools for end clients.

Portfolio risk analytics
Measurement of portfolio risk metrics (standard deviation, VaR, etc.)
Yes - has this feature

Portfolio-level risk analytics (standard deviation, VaR, etc.) are standard Advent features.

Stress testing
Capability to stress test portfolios under different market scenarios
Yes - has this feature

Stress testing tools for adverse scenarios are offered in Advent’s risk platform.

Monte Carlo simulations
Tools to run Monte Carlo simulations for portfolio outcomes
Yes - has this feature

Monte Carlo simulations are standard in the financial planning/risk modules.

Factor-based risk analysis
Analysis of portfolio exposure to various risk factors
Yes - has this feature

Factor-based (e.g., exposure to interest rate, credit) risk modeling is part of the enterprise risk suite.

Concentration risk monitoring
Tools to identify and monitor concentration risks in portfolios
Yes - has this feature

Concentration risk monitoring is offered through Advent's portfolio analytics.

Downside protection tools
Features to implement and monitor downside protection strategies
Yes - has this feature

Downside protection monitoring (like stop-losses, hedges) is listed among risk management tools.

Liquidity risk management
Tools to assess and manage portfolio liquidity risks
Yes - has this feature

Liquidity risk analytics and reporting is available in the product, as described for institutional users.

Counterparty risk tracking
Monitoring of exposure to various counterparties

No information available

Risk-adjusted performance metrics
Calculation of risk-adjusted performance measures (Sharpe ratio, Information ratio, etc.)
Yes - has this feature

Risk-adjusted performance calculation (Sharpe, IR, etc.) is part of Advent’s reporting modules.

Pre-trade compliance checks
Automated checking of trades against risk parameters before execution
Yes - has this feature

Pre-trade compliance checks are configurable in the order management module.

Risk exception alerting
Automated alerts when portfolios exceed risk thresholds
Yes - has this feature

Automated risk alerts are supported, including notifications for breaches of set thresholds.

Scenario analysis capacity
Number of different market scenarios available for stress testing

No information available

Performance calculation
Accurate calculation of time-weighted and money-weighted returns
Yes - has this feature

Advent calculates and reports both time-weighted and money-weighted returns.

Benchmark comparison
Tools to compare portfolio performance against relevant benchmarks
Yes - has this feature

Benchmark comparison is a built-in feature for portfolio performance reports.

Attribution analysis
Performance attribution to identify sources of returns
Yes - has this feature

Performance attribution at sector/security/asset-class level is a core reporting feature.

Custom reporting
Ability to create customized performance reports
Yes - has this feature

Customizable performance reports are supported by the Advent reporting engine.

Interactive dashboards
Interactive dashboards for exploring performance data
Yes - has this feature

Interactive dashboards are offered for both client and advisor reporting experiences.

Scheduled reporting
Automated generation and distribution of scheduled reports
Yes - has this feature

Scheduled/automated report generation is available in SS&C Advent.

Multi-period analysis
Performance analysis across different time periods
Yes - has this feature

Multi-period analysis (YTD, trailing, custom) is standard in portfolio reports.

Composite reporting
Capability to create and report on performance composites
Yes - has this feature

Composite reporting for SMA and similar programs is supported in the platform.

GIPS compliance
Support for Global Investment Performance Standards compliance
Yes - has this feature

Advent states GIPS-compliance support in marketing to institutional managers.

Peer group comparison
Tools to compare performance against peer groups
Yes - has this feature

Peer group comparison tools are available for benchmarking portfolio performance.

Tax-aware reporting
Performance reporting that accounts for tax impacts
Yes - has this feature

Tax-aware reporting is a highlighted use case for Advent’s reporting engine.

Mobile reporting access
Access to performance reports via mobile devices
Yes - has this feature

Mobile dashboards and reporting access are offered, including responsive interfaces.

Report generation time
Average time to generate comprehensive performance reports

No information available

Financial planning tools
Integrated or connected tools for comprehensive financial planning
Yes - has this feature

Financial planning capability is integrated or accessible via partnerships according to product literature.

Goal-based planning
Capability to define, track, and manage client financial goals
Yes - has this feature

Goal-based planning modules are available for advisor/client use.

Retirement planning
Specialized tools for retirement scenario planning
Yes - has this feature

Retirement scenario planning and projections are supported.

Estate planning integration
Features to incorporate estate planning considerations into wealth management
Yes - has this feature

Estate planning tools and integrations are part of the solution for HNW and UHNW clients.

Tax planning
Tools to optimize portfolio management for tax efficiency
Yes - has this feature

Tax planning is inherent to Advent’s platform, which emphasizes tax-efficiency strategies.

Cash flow modeling
Capabilities for projecting and analyzing client cash flows
Yes - has this feature

Cash flow modeling and forecasting modules are included.

Insurance needs analysis
Tools to assess and incorporate insurance planning into wealth management
Yes - has this feature

Insurance needs analysis is available for comprehensive planning (see planning integration modules).

Education funding planning
Features for planning and managing education funding goals
Yes - has this feature

Education planning modules are included as part of the client planning workflow.

Plan vs. actual tracking
Tools to compare actual results against financial plan projections
Yes - has this feature

Actual vs plan workflow is standard in Advent's financial planning tools.

Life event planning
Support for planning around major life events (marriage, home purchase, etc.)
Yes - has this feature

Life event scenario support (marriage, home, etc.) is available in the financial planning toolset.

Scenario comparison
Ability to create and compare different planning scenarios
Yes - has this feature

Scenario comparison is available within the financial planning toolkit.

Client-facing plan visualizations
Interactive visualizations of financial plans for client presentations
Yes - has this feature

Visual client-friendly plan presentations are provided as part of the Advent advisor portal.

Planning scenarios capacity
Maximum number of planning scenarios that can be compared simultaneously

No information available

Order management system
Comprehensive system for creating, tracking, and managing investment orders
Yes - has this feature

Comprehensive order management systems are a core Advent feature.

Trade execution
Capabilities for executing trades directly or through connected systems
Yes - has this feature

Trade execution via direct and routed connectivity is supported.

Pre-trade compliance
Automated checking of orders against compliance rules before execution
Yes - has this feature

Pre-trade compliance (compliance rules checks) is a standard component.

Allocation management
Tools for managing the allocation of block trades across multiple accounts
Yes - has this feature

Advent supports allocation management for block trading workflows.

Trading algorithms
Access to algorithmic trading strategies
Yes - has this feature

Trading algorithms and access to algorithmic execution are part of the product.

FIX connectivity
Financial Information eXchange protocol support for connecting to trading venues
Yes - has this feature

FIX protocol support is widely available in Advent's middle and back office modules.

Multi-broker support
Ability to route orders to multiple brokers and trading venues
Yes - has this feature

Multi-broker order routing is included in Advent OMS.

Trade cost analysis
Tools to analyze and optimize trading costs
Yes - has this feature

Advent includes tools for analyzing trading costs and TCA.

Order staging and waves
Capabilities for staging and releasing orders in waves
Yes - has this feature

Order staging and waves are supported within order creation workflows.

Trade settlement tracking
Monitoring of trade settlement process and exceptions
Yes - has this feature

Trade settlement workflows/tracking are standard in the platform.

Trading calendar
Integrated calendar of market trading days and holidays
Yes - has this feature

Integrated trading calendars are included.

Order approval workflow
Configurable workflows for order review and approval
Yes - has this feature

Order approval workflows can be configured in Advent OMS.

Order processing capacity
Maximum number of orders the system can process per minute

No information available

Regulatory reporting
Tools for generating required regulatory reports
Yes - has this feature

Regulatory reporting tools are featured in Advent’s compliance suite.

Compliance rule engine
Configurable engine to define and enforce compliance rules
Yes - has this feature

A compliance rule engine is available, enabling definition/enforcement of custom compliance checks.

AML/KYC integration
Anti-Money Laundering and Know Your Customer compliance tools
Yes - has this feature

AML/KYC integration and workflow are supported as part of onboarding/compliance.

Suitability assessment
Tools to assess and document investment suitability for clients
Yes - has this feature

Suitability assessments are configurable and included in client onboarding.

Audit trail
Comprehensive tracking of all system activities for audit purposes
Yes - has this feature

Complete audit trails are maintained and reportable for compliance.

Fiduciary documentation
Tools to document compliance with fiduciary responsibilities
Yes - has this feature

Fiduciary compliance documentation is actively supported.

Code of ethics monitoring
Features to monitor and enforce code of ethics compliance
Yes - has this feature

Code of ethics tracking/attestations available in compliance workflows.

Personal trading oversight
Tools to monitor personal trading activities of employees
Yes - has this feature

Personal trading oversight for employees is available via compliance monitoring tools.

Best execution analysis
Analysis tools to demonstrate best execution practices
Yes - has this feature

Tools for best execution analysis provided in order management and TCA modules.

Compliance attestations
Workflow for periodic compliance attestations and certifications
Yes - has this feature

Compliance attestations workflows are part of annual review functionality.

Regulatory updates service
Service to keep compliance rules updated with regulatory changes
Yes - has this feature

Regulatory rules update services are available as part of Advent compliance.

Exception management
Process for identifying, tracking, and resolving compliance exceptions
Yes - has this feature

Exception management workflows support compliance breach resolution.

Regulatory frameworks supported
Number of different regulatory frameworks supported by the system

No information available

API availability
Comprehensive APIs for integration with other systems
Yes - has this feature

A comprehensive and well-documented API set is available (see product docs).

Cloud deployment
Availability of cloud-based deployment options
Yes - has this feature

Cloud deployment (hosted/SaaS) is available for Advent.

On-premises deployment
Ability to deploy the system on-premises
Yes - has this feature

On-premises deployments are available (longstanding feature of Advent).

Mobile compatibility
Availability of mobile apps or responsive design for mobile devices
Yes - has this feature

Advent has mobile-friendly app/portal access (marketed on their solution pages).

Single sign-on
Support for enterprise single sign-on solutions
Yes - has this feature

Single sign-on (SSO) is available for enterprise deployments.

Data warehouse integration
Ability to integrate with enterprise data warehouses
Yes - has this feature

Data warehouse integration is supported for larger clients.

Custodian connectivity
Pre-built integrations with major custodians
Yes - has this feature

Pre-built connectivity with major custodians is a flagship feature.

CRM integration
Integration capabilities with CRM systems
Yes - has this feature

CRM systems (Salesforce, Redtail, etc.) are supported via integration.

Data import/export
Tools for importing and exporting data in various formats
Yes - has this feature

Data import/export in standard formats is available across Advent modules.

Customization capabilities
Extent to which the system can be customized without vendor involvement
Yes - has this feature

Extensive customization via user-level/workspace-level settings and custom workflows is supported.

Disaster recovery
Robust disaster recovery capabilities and processes
Yes - has this feature

Disaster recovery/BCP are available and certified as part of Advent’s enterprise offering.

Multi-factor authentication
Support for multi-factor authentication methods
Yes - has this feature

Multi-factor authentication is supported for client/advisor user login.

System uptime
Guaranteed system availability as per SLA

No information available

Database performance
Speed of database query execution for common operations

No information available

Interface customization
Ability for users to customize their interface and workflows
Yes - has this feature

User-level interface and workflow customization is described as available in the UI settings.

Role-based access control
Granular control over user permissions based on roles
Yes - has this feature

Role-based permissions and access controls are supported out of the box.

Multi-language support
Availability of the interface in multiple languages
Yes - has this feature

Multi-language support is available for the interface for global users.

User training resources
Comprehensive training materials and programs
Yes - has this feature

Comprehensive training resources (guides, videos, webinars) are provided.

Support SLA
Defined service level agreements for technical support
Yes - has this feature

Support SLAs are available for clients, as described in Advent’s service agreements.

User community
Active user community for knowledge sharing
Yes - has this feature

An active Advent user community exists for sharing knowledge and best practices.

In-app guidance
Contextual help and guidance within the application
Yes - has this feature

In-app guidance and contextual help are available within the platform.

Implementation services
Professional services for system implementation
Yes - has this feature

Implementation consulting services are offered to all institutional Advent clients.

Regular updates
Frequency and transparency of system updates and enhancements
Yes - has this feature

Product updates are announced and released regularly with version tracking.

Sandbox environment
Availability of sandbox or test environments
Yes - has this feature

Sandbox/test environments are available for development/training uses.

Client success management
Dedicated client success resources for ongoing support
Yes - has this feature

Dedicated client success managers are available for ongoing support.

User feedback mechanism
Process for users to provide feedback and enhancement requests
Yes - has this feature

User feedback tools and enhancement request processes are standard.

Support response time
Average time to first response for support tickets

No information available

Supported concurrent users
Maximum number of concurrent users the system can support

No information available