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Advent Investment Suite

Leverage a comprehensive suite of modernized, scalable, and intuitive investment management solutions, designed to optimize your workflow.

Overview

Simplify your work. Empower your business.

When powerful technology and investment management meet, that’s where we deliver. Imagine a seamlessly integrated suite of investment management solutions curated to your firm’s front-to-back office workflows. Welcome to the Advent Investment Suite, SS&C Advent’s complete solution for investment managers.

 

Elevate your front, middle, and back office with powerful technology built on the breadth of investment management workflows—from portfolio management to trading to operations—in one fully integrated, end-to-end solution. The Advent Investment Suite enables you to:

  • Manage strategies, investments, and portfolios with efficient trade creation, execution and allocation
  • Streamline accounting, performance, and operations with data consistency, accuracy, and integrity
  • Strengthen client relationships and communication with intuitive dashboards and transparent reporting
  • Portfolio Management, Accounting & Reporting
  • Trading, Rebalancing & Compliance
  • Reconciliation & Workflow Management
  • Outsourcing
featured solution

Advent Genesis

Scale your business with a cloud-based portfolio construction and rebalancing solution.

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featured solution

Moxy

With capabilities spanning portfolio modelling through to trade creation, execution, confirmation, allocation and settlement, Moxy® seamlessly improves operational efficiency.

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featured solution

Advent Portfolio Exchange

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

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Advent Outsourcing Services

With Advent Outsourcing Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

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featured solution

Axys

Increase productivity with an easy-to-use, turnkey portfolio reporting and accounting solution.

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featured solution

Black Diamond Link for APX and Axys

Black Diamond Link leverages key features of the Black Diamond Wealth Platform to help elevate your client conversations.

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The Latest From Our Blog

Stay up to date on SS&C Advent Investment Suite mentions

Meeting the Moment: Advent Investment Suite’s 2021 Release banner image
13-May-2021

Meeting the Moment: Advent Investment Suite’s 2021 Release

By: Matt Ahlstrand

This year’s spring season has been especially rejuvenating. I am very proud of how well our team met the moment to support the changing needs of our clients, their constituents, and the industry when faced with the unknown.

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Nurturing a Culture of Improvement banner image
12-Apr-2021

Nurturing a Culture of Improvement

By: Benjamin Wasson

I have the privilege to talk with clients on a regular basis and evaluate how our consulting and services match up with their needs. The number of conversations I have with firms across varying AUM allows me to see some cross sectional themes across asset, wealth, and alternative managers.

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Improve Opportunity ROI with a Time Study banner image
12-Apr-2021

Improve Opportunity ROI with a Time Study

By: Benjamin Wasson

“How do I prioritize my back office improvement opportunities?” is a recurring question we hear from our clients.

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See how the Advent Investment Suite powers investment management.