SS&C Advent

SS&C Advent is a provider of portfolio management software solutions for investment managers, private wealth advisors, and asset owners.

Is this your company?

Email: advent@sscinc.com

Phone: +1 800-727-0605

Web: https://www.advent.com/

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.
  
• Advent Portfolio Exchange (APX)
  Integrated portfolio management and accounting system with performance measurement, client reporting, compliance, and workflow automation for multi-asset investment portfolios.
  
• Advent Document Management
  Streamlines management of client and fund documents, automates workflow approvals, supports regulatory compliance, and integrates with other Advent fund management solutions.
  
• Advent Genesis & Advent Client Portal
  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.
  
• Advent Geneva
  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.
  
• Advent Geneva
  An enterprise-grade platform that handles trade processing, performance measurement, and accounting for investment funds, offering advanced reporting and compliance tools.