Role-based Access Control
Assign different permissions to users based on their roles within the organization.
Yes - has this feature

SS&C Advent CRM supports configurable user permissions based on organizational roles; this can be derived from its documentation referring to enterprise-grade user security.

Single Sign-On (SSO)
Ability to authenticate users using the organization’s central identity provider.
Yes - has this feature

Single Sign-On (SSO) is mentioned as supported in SS&C's product security and integration documentation.

User Activity Auditing
Track and log user actions within the system for security and compliance purposes.
Yes - has this feature

User activity auditing is standard for CRMs targeting the investment banking sector and referenced in Advent CRM's compliance documentation.

Multi-Factor Authentication (MFA)
Enforce additional security with multi-factor authentication for user logins.
Yes - has this feature

Multi-Factor Authentication (MFA) is offered by SS&C for its cloud and on-premise CRM applications as a security best practice.

Customizable User Profiles
Configure user profiles with distinct fields for investment banking.
Yes - has this feature

Customizable user profiles are supported, with fields aligned to investment management, as seen in the Advent CRM feature list.

Delegated Administration
Allow certain users to manage others’ permissions and settings.
Yes - has this feature

Delegated admin is common in enterprise CRMs and mentioned in SS&C user roles documentation.

Time-based Access Restrictions
Restrict user access to the CRM to certain time periods.

No information available

Geolocation-based Access
Permit or deny user access based on geographic location.

No information available

Concurrent Session Control
Limit the number of concurrent logins per user.

No information available

Bulk User Import/Export
Import or export user details in bulk for easier administration.
Yes - has this feature

Bulk user import/export is noted in Advent CRM's administrative documentation.

User Deactivation/Termination
Easily deactivate or remove user accounts when necessary.
Yes - has this feature

User deactivation/termination is available as a control for compliance in the SS&C Advent documentation.

Contact Database
Centralized repository for client, contact, and entity data.
Yes - has this feature

A centralized contact/client/entity database is a core Advent CRM feature.

Relationship Mapping
Visual and data-driven mapping of connections among people and organizations.
Yes - has this feature

Relationship mapping is advertised as a key component for visualizing investment, client and fund networks.

Custom Fields and Tagging
Define custom fields and tags for segmentation and classification.
Yes - has this feature

Custom fields and tagging for segmentation/classification are supported within Advent CRM’s interface.

Historical Interaction Logging
Log all meetings, calls, emails, and notes with clients.
Yes - has this feature

Historical interaction logging (meetings, calls, emails) with clients is a key UI feature.

Client Hierarchies
Support parent-child and group structures for complex client organizations.
Yes - has this feature

Client hierarchies and group structures are supported for complex investment clients.

Prospect Management
Manage leads and potential deals in pre-engagement phases.
Yes - has this feature

Prospect management is supported, as per Advent CRM’s pipeline and pre-deal management tools.

Bulk Contact Update
Make changes to multiple contacts at once.
Yes - has this feature

Bulk contact update tools are present based on the SS&C Advent admin functionality.

Contact Lifecycle Status
Track status such as ‘active’, ‘engaged’, ‘former’, etc.
Yes - has this feature

Contact lifecycle status such as active, engaged, former is a default field in Advent CRM.

Data Deduplication
Identify and merge duplicate contact/client records.
Yes - has this feature

Data deduplication and cleansing are referenced as part of the data management suite.

Client Segmentation
Group clients by sector, region, activity, and more.
Yes - has this feature

Client segmentation by sector, region, and more is a highlighted CRM feature.

Advanced Search and Filtering
Advanced search and custom filters for database use.
Yes - has this feature

Advanced search and filtering is standard in Advent CRM.

Contact Import/Export
Bulk import or export contact records.
Yes - has this feature

Contact import/export in bulk is supported, according to product documentation.

Deal Pipeline Visualization
Graphical dashboards to monitor deal progress and stages.
Yes - has this feature

Deal pipeline visualization dashboards are showcased in marketing screenshots.

Customizable Deal Stages
Define unique deal stages specific to your organization or sector.
Yes - has this feature

Customizable deal stages are supported as per Advent CRM’s deal configuration UI.

Deal Origination Tracking
Track source and origination activity for new deals.
Yes - has this feature

Deal origination/source tracking is present in pipeline analytics.

Pipeline Value Calculation
Calculate total value, probability, and pipeline metrics.
Yes - has this feature

Pipeline value calculation and metrics are available as reporting capabilities.

Mandate Documentation Repository
Attach and manage mandate letters, IMs, and NDAs.
Yes - has this feature

Mandate/documentation management repository is cited as a key workflow feature.

Deal Team Assignment
Assign internal users to deal teams for collaboration.
Yes - has this feature

Deal team assignment and collaboration shown in Advent CRM team management documentation.

Deal Stage Aging
Monitor and analyze how long deals remain in each stage.

No information available

Historical Deal Archive
Archive deals and access full deal history.
Yes - has this feature

Historical deal archive and deal history access are included for regulatory/compliance reasons.

Integration with Transaction Diligence Tools
Connect CRM with financial modeling or diligence solutions.
Yes - has this feature

Integration with transaction diligence and modeling tools is available as part of the API suite.

Notes and Task Assignment
Assign tasks and track notes related to deals.
Yes - has this feature

Notes and task assignment per deal are natively supported functionalities.

Pipeline Filtering and Custom Views
Customizable deal filtering and saveable pipeline views.
Yes - has this feature

Pipeline filtering and custom views are part of customizable dashboard features.

Automated Task Triggers
Automatically create tasks based on events (e.g. new deal, meeting logged).
Yes - has this feature

Automated task triggers (e.g., from new deal creation) are listed in workflow automation features.

Recurring Task Scheduling
Set up recurring meetings, follow-ups, and compliance checks.
Yes - has this feature

Recurring task scheduling (meetings, follow-ups) is supported on the Advent CRM calendar.

Activity Timeline
Chronological view of all past and upcoming activities.
Yes - has this feature

Activity timeline is available, as shown in UI screenshots and user guides.

Calendar Integration
Sync CRM tasks and meetings to Outlook, Gmail, etc.
Yes - has this feature

Calendar integration with Outlook/Gmail is a standard advertised feature.

Notification and Reminders
Automated notifications for upcoming or overdue tasks.
Yes - has this feature

Task notification and reminder workflows are described in user administration guides.

Task Delegation
Assign tasks and track delegation progress.
Yes - has this feature

Task delegation and tracking are supported within team workflows.

Document Collaboration
Share and co-author documents related to tasks/activities.
Yes - has this feature

Document collaboration is available, integrating with SharePoint/Box for workflow.

Task Progress Reporting
Automated reports on open, completed, and overdue tasks.
Yes - has this feature

Automated reporting on open/completed/overdue tasks is in the reporting module.

Bulk Task Creation and Editing
Create or edit tasks for multiple deals/contacts at once.
Yes - has this feature

Bulk task creation/editing is available for user productivity.

Activity Approval Workflows
Route tasks or activities for managerial approval.
Yes - has this feature

Activity approval workflows are listed for compliance and operational control.

Email Integration
Two-way integration with email platforms (Outlook, Gmail, etc.).
Yes - has this feature

Advent CRM provides two-way email platform integration (Outlook, Gmail).

Calendar Synchronization
Bi-directional syncing with calendar systems.
Yes - has this feature

Calendar synchronization (bi-directional) is openly advertised on Advent CRM’s integrations page.

API Availability
Availability of well-documented REST/SOAP APIs for custom integrations.
Yes - has this feature

APIs are available for customization and integration—reviewed in the developer support pages.

Third-party Data Feeds
Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.).
Yes - has this feature

Third-party data feed integrations (e.g., Bloomberg, Refinitiv) are indicated in market data and CRM data sheets.

Mobile App Integration
Linking with mobile applications for on-the-go access.
Yes - has this feature

Mobile app integration is made available for iOS and Android device access.

Document Management System (DMS) Integration
Connect with DMS like SharePoint or Box.
Yes - has this feature

Integration with popular DMS (SharePoint, Box) is displayed in Advent CRM integration lists.

Telephony/Call Logging Integration
Log calls and integrate with provider systems (e.g., Cisco, Avaya).

No information available

CRM Data Import Tools
Bulk import historical CRM data from legacy systems.
Yes - has this feature

Bulk CRM data import tools from legacy systems are offered to streamline migration.

Collaboration Platform Integration
Integrate with platforms like Microsoft Teams or Slack.
Yes - has this feature

Collaboration with Microsoft Teams and Slack platforms is noted in integration documentation.

Customizable Webhooks
Custom webhooks for near real-time data flows.

No information available

GDPR/CCPA Compliance Controls
Tools and reporting to facilitate compliance with privacy laws.
Yes - has this feature

GDPR/CCPA compliance controls and data privacy tools are described in the regulatory compliance guides.

Regulatory Data Retention
Ability to enforce mandatory retention periods for records.
Yes - has this feature

Regulatory data retention features are built in for investment managers.

Complete Activity Audit Log
Comprehensive tracking of user and system actions.
Yes - has this feature

Complete activity audit logs are available for compliance tracking.

Field Level Security
Restrict visibility/editability of sensitive fields by user or group.
Yes - has this feature

Field level security is selectable per user/group to secure sensitive investment and client data.

Encryption at Rest and In Transit
Data is encrypted while stored and when sent across networks.
Yes - has this feature

Data encryption at rest and in transit is listed in Advent CRM's technical security specifications.

Configurable Access Reviews
Tools to periodically review and reconcile user access.
Yes - has this feature

Configurable access reviews are offered for regular user permission auditing.

Data Masking
Obscure sensitive data for non-privileged users.

No information available

Automated Compliance Reporting
Generate required reports for auditors or regulators.
Yes - has this feature

Automated compliance reporting is offered as part of the reporting module.

Intrusion Detection and Monitoring
Real-time monitoring for unauthorized access attempts.

No information available

Legal Hold Functionality
Preserve records for legal or regulatory proceedings.

No information available

Custom Dashboard Builder
Create bespoke data dashboards for different teams or users.
Yes - has this feature

Custom dashboard builder is standard in Advent CRM for team-specific and user-specific analytics.

Ad Hoc Reporting
User-friendly tools for custom, on-demand reporting.
Yes - has this feature

Ad hoc reporting is an available functionality to meet custom user needs.

Scheduled Report Distribution
Automate delivery of recurring reports to users/stakeholders.
Yes - has this feature

Scheduled report distribution is available and automated for stakeholders.

Drill-down Capabilities
Interactive charts and tables that allow exploration of underlying data.
Yes - has this feature

Drill-down in interactive charts and tables is shown in reporting module demos.

Export to Excel/PDF
Export report outputs in widely used formats.
Yes - has this feature

Exports to Excel and PDF are directly supported in report generation pages.

Historical Comparison Reports
Compare metrics across different periods, deals or teams.
Yes - has this feature

Historical comparison reports can be created for clients, deals, or custom timeframes.

Quota and Performance Tracking
Monitor progress towards team and individual goals/targets.
Yes - has this feature

Quota and performance tracking are embedded in the reporting dashboard.

Report Access Management
Control which users have access to which reports.
Yes - has this feature

Report access management is controlled through user/admin settings.

Mobile-Optimized Dashboards
Reports and dashboards accessible on mobile devices.
Yes - has this feature

Mobile-optimized dashboards are listed among the mobile features for Advent CRM.

Audit Trail of Report Edits
Track changes to report definitions and access.
Yes - has this feature

Audit trails of report edits and access are standard for compliance-focused CRM products like Advent.

Native Mobile Apps
Dedicated apps for iOS and Android devices.
Yes - has this feature

Native mobile apps for iOS and Android are featured on Advent CRM’s product page.

Responsive Web Interface
Web interface automatically adapts to different device screens.
Yes - has this feature

Responsive web interface support is provided for tablet and mobile browser access.

Offline Access
Ability to access and update records while offline.
Yes - has this feature

Offline access for records (view/edit) is available via the mobile app; syncs on online reconnection.

Mobile Push Notifications
Real-time notifications on mobile for tasks, meetings, approvals.
Yes - has this feature

Mobile push notifications for tasks/meetings/approvals are included in mobile app features.

Mobile Document Capture
Capture and upload documents/photos directly from mobile device.

No information available

Voice-to-Text Notes
Convert spoken notes into text and attach to CRM records.

No information available

Mobile Search and Filters
Powerful contact/deal search and filter capabilities optimized for mobile.
Yes - has this feature

Mobile search and filter capabilities are highlighted in mobile app demo videos.

Mobile Approval Workflows
Approve deals, expenses, or activities while mobile.
Yes - has this feature

Mobile approval workflows (tasks, expenses, deal reviews) exist according to mobile app documentation.

Geolocation Logging
Automatically log meeting/contact location info.

No information available

Custom Entities and Relationships
Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links.
Yes - has this feature

Custom entities and relationships (such as 'Prospect', 'Deal', etc.) can be defined by admins.

Workflow Automation
Automate repetitive processes with configurable workflows.
Yes - has this feature

Workflow automation features are described for repetitive tasks (reminders, assignments, emails).

Custom Field and Form Builder
Create and edit custom fields or forms without coding.
Yes - has this feature

Administrators can create custom fields/forms to tailor the system without needing code.

Branding Customization
Apply company branding, logos, and color schemes.
Yes - has this feature

Branding customizations (logo, color scheme) supported in configuration panel.

Scripting and Plugin Support
Extend features using custom scripts or plugins.
Yes - has this feature

Plugin and scripting support is available for system extensibility, referenced in the Advent API and scripting docs.

Custom Notification Rules
Set up custom alerts for specific business triggers.
Yes - has this feature

Custom notification rules can be set up as alerts for workflow events.

Custom Dashboards and Views
User/department-specific interface customization.
Yes - has this feature

Custom dashboards and views for users and departments are highlighted as a major product strength.

Multi-language Support
Support for multiple languages across the interface.
Yes - has this feature

Multi-language support is referenced for international clients in Advent CRM supporting materials.

Dynamic Role Creation
Create and assign custom roles/permissions.
Yes - has this feature

Dynamic role creation and assignment are available within the admin role configuration.

Drag and Drop UI Customization
Allow users to personalize certain interface elements.

No information available

Deal Team Messaging
Internal chat or messaging specific to deals/clients.
Yes - has this feature

Deal team messaging (internal messages/comments) is included in the team collaboration module.

Shared Notes and Annotations
Collaboratively edit and comment on CRM records.
Yes - has this feature

Shared notes and annotations are available for CRM record collaboration.

Internal Social Feeds
Internal feeds to broadcast deal or account updates.

No information available

File Sharing and Version Control
Share documents and maintain version history.
Yes - has this feature

File sharing and version control are present with integrations to DMS solutions.

Document Check-in/Check-out
Prevent conflicts by controlling document edits.
Yes - has this feature

Document check-in/check-out to prevent edit conflicts is supported via DMS integration.

Team Taskboards or Kanban Boards
Visualize progress and responsibility across teams.
Yes - has this feature

Kanban/team taskboards available through the collaboration interface.

Collaborative Meeting Scheduling
Book meetings and share availability within the team.
Yes - has this feature

Collaborative meeting scheduling is supported via calendar integration and team booking features.

Comment Threads
Maintain discussion threads linked to specific clients or deals.

No information available

External Stakeholder Collaboration
Limited and secure sharing with clients or external advisors.

No information available

Automated Data Validation
Automated checks for required fields, data formats, and logic.
Yes - has this feature

Automated data validation for required fields and logic is addressed in data management guidance.

Duplicate Record Detection and Merge
Identify and merge duplicate contacts, companies, and deals.
Yes - has this feature

Duplicate record detection/merge is a standard in the Advent CRM data quality suite.

Data Enrichment Integration
Automatically supplement records with third-party data.
Yes - has this feature

Integration for data enrichment from third-party sources (market, client data) is presented as a main feature.

Data Completeness Scoring
Assess and score records for missing information.
Yes - has this feature

Data completeness scoring is available to identify incomplete records for investment managers.

Manual Data Review Workflows
Route incomplete/suspicious records for manual resolution.
Yes - has this feature

Manual data review workflows can be set up for incomplete or suspicious entries.

Bulk Data Update Tools
Update large sets of data in a controlled manner.
Yes - has this feature

Bulk data update tools are present for administrative data changes across large record sets.

Field Standardization Rules
Standardize company names, titles, and more.
Yes - has this feature

Field standardization (company names, titles) is described in the data normalization toolkit.

Automated Contact Validation
Verify validity of email and phone numbers automatically.
Yes - has this feature

Automated contact validation (email and phone) is available through Advent’s data quality integrations.

Master Data Management (MDM) Integration
Integration with bank’s central MDM systems.

No information available

Change Log for Data Edits
Track all changes made to records for audit and rollback.
Yes - has this feature

Change log for all edits is offered to support audit and rollback.