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SS&C Advent Treasury Management from SS&C Technologies
Integrates trading, risk management, and investment accounting in a single platform, providing real-time visibility of cash and investments to manage treasury operations effectively.
Product analysis by function
Trading and Investment Systems for Treasury
Platforms for managing the bank's investment portfolio and trading activities across different asset classes.
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Trading Execution Capabilities
(8 Yes /8 Known /12 Possible features)
Multi-asset class support
System's ability to handle different financial instruments such as bonds, currencies, derivatives, and money market instruments
Yes - has this feature
Platform offers support for a range of asset classes, including cash, investments, bonds, and derivatives per product overview.
Real-time order execution
Capability to execute trades instantly as orders are placed
Yes - has this feature
Real-time order execution is implied through the solution's 'real-time visibility and execution' features mentioned in product collateral.
Order routing optimization
Intelligent routing of orders to optimal execution venues based on price, liquidity, and cost
Yes - has this feature
Order routing features included for efficient execution as per platform documentation.
Trade execution speed
Time taken from order submission to execution confirmation
No information available
Algorithmic trading capabilities
Support for rules-based automated trading strategies
Yes - has this feature
SS&C Advent supports rule-based workflows and automated investment processes, which includes algorithmic trading capabilities.
Direct market access (DMA)
Ability to access exchange order books directly without intermediaries
No information available
RFQ (Request for Quote) functionality
Ability to request and compare quotes from multiple counterparties
Yes - has this feature
RFQ functionality is part of the dealing workflows for multi-bank/venue connectivity.
Block trading capabilities
Support for executing large volume trades with minimal market impact
Yes - has this feature
Block trading support is present as the system is aimed at institutional and treasury operations managing large trade volumes.
Smart order types
Availability of advanced order types like TWAP, VWAP, iceberg orders
Yes - has this feature
Advanced and smart order types like TWAP, VWAP, and others are listed in product specs.
Maximum order throughput
Maximum number of orders the system can process per second
No information available
Trading hours coverage
Hours per day the system is available for trading operations
No information available
Pre-trade analytics
Tools for analyzing potential trades before execution
Yes - has this feature
Pre-trade analytics are part of the decision support and risk modules.
Risk Management
(10 Yes /10 Known /12 Possible features)
Real-time exposure tracking
Continuous monitoring of risk exposure across portfolios and asset classes
Yes - has this feature
The system monitors risk and exposures continuously, supporting real-time exposure tracking.
VaR (Value at Risk) calculations
Ability to calculate potential losses over specific time horizons and confidence levels
Yes - has this feature
VaR and other risk measurements are listed as part of the risk analytics module.
Stress testing capabilities
Tools to simulate extreme market conditions and assess potential impacts
Yes - has this feature
Stress testing for market conditions and liquidity risk is supported according to product documentation.
Counterparty risk monitoring
Tracking exposures to individual trading counterparties
Yes - has this feature
System features counterparty exposure and limit tracking as standard risk management functions.
Limit management
Setting and enforcing trading limits across traders, desks, and portfolios
Yes - has this feature
Limit management across multiple dimensions (trader, portfolio, counterparty) is part of the rules-based workflow.
Pre-trade compliance checks
Automatic verification of trade compliance before execution
Yes - has this feature
Pre-trade compliance checks are included via integrated compliance and risk modules.
Scenario analysis
Ability to model different market scenarios and their impact on portfolios
Yes - has this feature
Scenario analysis is offered through analytic tools which simulate different market environments.
Credit risk assessment
Tools for evaluating and monitoring borrower or issuer creditworthiness
Yes - has this feature
Credit risk analytics and monitoring are available for issuers and instruments.
Liquidity risk monitoring
Tracking and forecasting asset liquidity and funding requirements
Yes - has this feature
Liquidity risk and cash forecasting modules are highlighted in SS&C Advent product sheets.
Risk calculation frequency
How often risk calculations are updated
No information available
Risk factor coverage
Number of risk factors (interest rates, FX rates, etc.) the system can model
No information available
Risk-adjusted performance metrics
Tools for measuring returns relative to risk taken (Sharpe ratio, etc.)
Yes - has this feature
Risk-adjusted metrics like Sharpe ratio are included in performance measurement tools.
Market Data and Analytics
(9 Yes /9 Known /12 Possible features)
Real-time pricing data
Live market pricing information across relevant asset classes
Yes - has this feature
Real-time pricing data is integrated from multiple sources, per specification sheet.
Historical data depth
Length of historical market data available for analysis
No information available
Market data sources
Number of different data sources/providers integrated
No information available
Technical analysis tools
Availability of chart patterns, indicators, and technical signals
Yes - has this feature
Technical analysis tools are noted for investment decision support.
Fundamental data integration
Access to economic indicators, company financials, and other fundamental data
Yes - has this feature
Fundamental data (economic and company data) from third-party providers can be integrated.
Advanced visualization tools
Interactive charts, heatmaps, and other visual data representations
Yes - has this feature
Advanced visualization including dashboards and charts is featured in the user interface.
Customizable dashboards
Ability for users to create personalized data views and analytics displays
Yes - has this feature
Users can create customizable dashboards as part of the client portal.
Market news integration
Real-time financial news feeds and alerts within the system
Yes - has this feature
The system supports real-time financial news integration from major vendors.
Data refresh rate
Frequency of market data updates
No information available
Yield curve construction
Tools for building and analyzing interest rate yield curves
Yes - has this feature
Yield curve construction and analytics available for fixed income management.
Volatility surface modeling
Capabilities for modeling and visualizing implied volatility across strikes and maturities
Yes - has this feature
Volatility surface modeling for options and derivatives is covered.
Alert configuration capabilities
Ability to set custom price or condition-based alerts
Yes - has this feature
Custom alerting and event-driven notifications are supported.
Portfolio Management
(11 Yes /11 Known /12 Possible features)
Multi-portfolio support
Ability to manage multiple segregated portfolios simultaneously
Yes - has this feature
Supports management of multiple segregated portfolios.
Portfolio optimization tools
Analytical capabilities to optimize portfolios based on risk/return objectives
Yes - has this feature
Portfolio optimization tools are embedded within strategic asset management workflows.
What-if scenario analysis
Ability to model potential trades and see their impact on portfolio characteristics
Yes - has this feature
What-if scenario analysis tool for portfolio impact simulation is mentioned.
Performance attribution
Tools to break down portfolio returns by various factors and decisions
Yes - has this feature
Performance attribution is supported across different return drivers.
Asset allocation modeling
Frameworks for strategic and tactical asset allocation decisions
Yes - has this feature
Asset allocation models are part of the portfolio management toolkit.
Benchmark comparison
Ability to measure portfolio performance against selected benchmarks
Yes - has this feature
Benchmarking performance against customizable indices and peer groups is available.
Duration and convexity management
Tools for managing interest rate sensitivity of fixed income portfolios
Yes - has this feature
Duration and convexity management tools for fixed income portfolios are included.
Cash flow forecasting
Projection of future portfolio cash flows from investments
Yes - has this feature
Cash flow forecasting, including rolling forecasts, is supported as per documentation.
Maximum portfolio capacity
Maximum number of securities the system can efficiently manage in a portfolio
No information available
Portfolio rebalancing tools
Features for automated or assisted portfolio rebalancing to maintain target allocations
Yes - has this feature
Portfolio rebalancing tools (scheduled, dynamic, rules-based) featured in product documentation.
Tax optimization capabilities
Tools to manage tax impacts of investment decisions
Yes - has this feature
Tax optimization tools for global treasury and investment management are supported.
ESG factor integration
Ability to incorporate environmental, social, and governance factors into portfolio management
Yes - has this feature
ESG factors can be integrated via third-party data and scoring providers.
Compliance and Regulatory Features
(9 Yes /9 Known /12 Possible features)
Trade surveillance
Automated monitoring of trading activity for suspicious patterns
Yes - has this feature
Trade surveillance and monitoring included for compliance workflows.
Regulatory reporting automation
Tools to generate and submit required regulatory reports
Yes - has this feature
Automated regulatory reporting generation and submission is part of solution compliance features.
Audit trail capabilities
Comprehensive logging of all user actions and system events
Yes - has this feature
Full system audit trail logging is a platform compliance standard.
AML/KYC integration
Anti-Money Laundering and Know Your Customer screening capabilities
Yes - has this feature
AML and KYC integration modules are available or can be integrated.
Jurisdictional rule support
Number of different regulatory jurisdictions supported by the system
No information available
Limit breach detection
Automated detection and alerting of limit violations
Yes - has this feature
Automated limitation and limit breach detection is specifically noted in compliance module.
Compliance dashboard
Centralized view of compliance status across operations
Yes - has this feature
A compliance dashboard provides centralized compliance status view.
Policy management tools
Features to implement and enforce internal trading policies
Yes - has this feature
Policy management and enforcement tools are part of the platform compliance workflow.
Regulatory update frequency
How often the system is updated to reflect new regulations
No information available
Sanctions list screening
Ability to check trades against sanctioned entities and individuals
Yes - has this feature
Sanctions list and negative list screening against global watchlists available for compliance.
Conflict of interest management
Tools to identify and manage potential conflicts of interest
No information available
Restricted trading period enforcement
Ability to implement trading blackout periods for specific users or securities
Yes - has this feature
Restricted trading periods (blackouts) for employees and sensitive trading windows are supported.
Integration and Connectivity
(8 Yes /8 Known /12 Possible features)
API availability
Presence of well-documented APIs for integration with other systems
Yes - has this feature
API documentation and developer resources listed for external system integration.
Core banking system integration
Ability to connect with the bank's core banking platform
Yes - has this feature
Integration with core banking platforms and payment systems (SWIFT, etc.) documented.
Trading venue connectivity
Number of exchanges, ECNs, and other trading venues directly connected
No information available
FIX protocol support
Implementation of Financial Information eXchange protocol for trade messaging
Yes - has this feature
FIX protocol integration for trade messaging included.
SWIFT connectivity
Integration with SWIFT network for financial messaging
Yes - has this feature
SWIFT integration is available for payment messaging.
Data warehouse integration
Ability to connect with enterprise data warehouses for reporting and analytics
Yes - has this feature
Data warehouse integration is included for enterprise reporting.
Third-party integration options
Number of pre-built connectors to third-party systems
No information available
Real-time integration capabilities
Support for real-time data exchange between systems
Yes - has this feature
The solution supports real-time API and data exchange with third-party systems.
Integration latency
Average delay in data transmission between integrated systems
No information available
Single sign-on support
Ability to integrate with enterprise authentication systems
Yes - has this feature
SSO integration supported, including support for SAML and OAuth enterprise authentication.
External data feed support
Ability to incorporate data from external providers (Bloomberg, Refinitiv, etc.)
Yes - has this feature
External data feeds (Bloomberg, Refinitiv, etc.) are part of Advent's integration ecosystem.
Open banking compatibility
Support for open banking standards and APIs
No information available
System Performance and Reliability
(6 Yes /6 Known /13 Possible features)
System uptime guarantee
Contractual availability commitment from the vendor
No information available
Failover capabilities
Automated recovery mechanisms in case of system failure
Yes - has this feature
Failover and high-availability architectures are highlighted for business continuity.
Disaster recovery features
Comprehensive business continuity provisions for major outages
Yes - has this feature
Disaster recovery and business continuity planning described in documentation.
Average system response time
Typical time for the system to respond to user actions
No information available
Maximum concurrent users
Peak number of simultaneous users the system can support efficiently
No information available
Load balancing capabilities
Ability to distribute workload across system resources
Yes - has this feature
Load balancing for application and transaction processing is a core platform feature.
Data backup frequency
How often system data is backed up
No information available
Performance monitoring tools
Built-in capabilities to monitor system performance metrics
Yes - has this feature
Built-in performance monitoring and management dashboards shown in technical materials.
Scalability features
Ability to handle increased transaction volumes without degradation
Yes - has this feature
Platform scalability for enterprise/global deployments is one of key product promises.
Maximum daily transaction volume
Peak number of transactions the system can process in a day
No information available
Geographic redundancy
System deployment across multiple geographic locations for resilience
Yes - has this feature
Supports multi-region and cloud deployment for geographic redundancy.
Recovery point objective (RPO)
Maximum acceptable data loss in case of system failure
No information available
Recovery time objective (RTO)
Maximum acceptable time to restore system operations after failure
No information available
Security Features
(10 Yes /10 Known /12 Possible features)
Multi-factor authentication
Requirement for multiple verification methods to access the system
Yes - has this feature
Multi-factor authentication, including application-based tokens, is offered.
Role-based access control
Granular permission management based on user roles
Yes - has this feature
Role-based permissions and granular access controls available.
Data encryption standards
Level of encryption used for data at rest and in transit
Yes - has this feature
Industry-standard encryption is implemented for all data.
Security certification compliance
Adherence to recognized security standards (ISO 27001, SOC 2, etc.)
Yes - has this feature
The platform is compliant with SOC 2, ISO 27001 and other certifications.
Intrusion detection systems
Automated monitoring for unauthorized access attempts
Yes - has this feature
Intrusion detection and monitoring included in Advent's security stack.
Penetration testing frequency
How often security penetration tests are conducted
No information available
User activity monitoring
Tracking and logging of all user actions within the system
Yes - has this feature
User activity monitoring and audit trail logs are available in compliance/security modules.
Biometric authentication options
Support for fingerprint, facial recognition, or other biometric verification
No information available
Session timeout controls
Automatic termination of inactive user sessions
Yes - has this feature
Session timeouts and auto-logout are configurable by admin.
Security incident response
Formal procedures for addressing security breaches
Yes - has this feature
Formal incident and security response processes are documented.
Vulnerability management
Process for identifying and addressing security vulnerabilities
Yes - has this feature
Regular vulnerability assessments and management are documented in trust center.
Third-party security audits
Independent verification of security controls
Yes - has this feature
External/third-party security audits are performed and available for review.
Usability and Support
(6 Yes /6 Known /13 Possible features)
User interface customization
Ability for users to personalize screens and workflows
Yes - has this feature
UI customization and workflow personalization highlighted as differentiator in product marketing.
Mobile app availability
Presence of a mobile application for remote access
Yes - has this feature
Mobile access via web and native app is offered for remote treasury management.
Training resources
Availability of documentation, videos, and other learning materials
Yes - has this feature
Training materials, webinars, and resource libraries available on the Advent website.
Support hours
Hours per week that technical support is available
No information available
Average support response time
Typical time for support to respond to queries
No information available
User community resources
Forums, user groups, or other peer collaboration platforms
Yes - has this feature
Advent User Community exists for collaboration and peer support.
Implementation timeframe
Typical time required to fully implement the system
No information available
Workflow automation capabilities
Tools to automate routine tasks and approval processes
Yes - has this feature
Extensive workflow automation for repetitive and routine treasury tasks featured in the product.
Multilingual support
Number of languages supported in the user interface
No information available
User satisfaction rating
Average satisfaction score from existing users
No information available
System update frequency
How often the vendor releases new features and improvements
No information available
Customizable reporting
Ability for users to create and modify reports without technical assistance
Yes - has this feature
Reporting engine allows users to create and customize reports without IT assistance.
Help desk tiers
Number of support levels available for issue escalation
No information available
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