Business Needs

Solutions built for asset managers

Portfolio Management, Accounting & Reporting

Make your workflow work for you with integrated and customized portfolio and investment management and reporting.

Trading, Rebalancing & Compliance

Streamline trading with a true cloud solution for model management and rebalancing.

Client Portal

Build and strengthen relationships with our digital client experience.

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

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

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Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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Grow your business with a core portfolio management solution designed to remove operational barriers.

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

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Eliminate manual labor and improve accuracy with a comprehensive solution for pre- and post-trading compliance.

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

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Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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

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

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Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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A portal solution for clients and advisors alike, to redefine your client relationships and help you thrive on client engagement.

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Differentiate your business with a robes client portal that integrates seamlessly with your current system.

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Data Management

Count on accurate and timely data for your entire investment lifecycle through a single platform.

Outsourcing

Increase efficiency and scalability with cloud-delivered technology and outsourced services.

Fund Order Management

Ensure efficient fund distribution with automated order management processes.

Benefit from advanced knowledge of corporate actions; reduce risk of manual errors with automated transactions.

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Access timely and consolidated account-level information from a growing network of portfolio data sources.

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With a proprietary or third-party system, consume account-level information from a growing network of portfolio data sources.

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Our range of data solutions deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms — when and how you need it.

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Automate receipt of index performance data at the security and sector level, directly into Advent Portfolio Exchange.

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Integrate your market data sources seamlessly in the cloud.

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Gain greater access to portfolio data sources, additional instrument coverage and automated downloads upon data availability.

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Need to customize ACD data? Save time by automating the process.

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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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Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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With Tradex, you can manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service.

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Client Relationship Management

Stay focused on your clients with an integrated central knowledge base of all relationships firm-wide.

Fund Accounting

Leverage our multi-currency platform supporting trading, real-time portfolio management and accounting, investor accounting and reporting.

Implementation & Professional Services

Maximize the potential of your technology with best-in-class services.

Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

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Grow your business with a core portfolio management solution designed to remove operational barriers.

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With access to product developers and unique product expertise, our services team can help you get the most out of our solutions.

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Reconciliation & Workflow Management

Reduce operational risk with robust exception management and data governance workflow.

Research Management

Harness your firm’s collective knowledge with an organized and centralized investment research repository.

Revenue Management

Streamline your billing and revenue processes with a comprehensive revenue management solution.

Streamline the data management process from acquisition to reporting.

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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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Centralize you research activities, organize an escalating volume of research data and improve your due diligence.

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Streamline billing and revenue management workflows.

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The Latest From Our Blog

Stay up to date on all things SS&C Advent and asset management

Work From Home Warrants a Fresh Look at Outsourcing banner image
22-Jul-2020

Work From Home Warrants a Fresh Look at Outsourcing

By: Nick Nolan

What’s the outlook for outsourcing in the wake of work-from-home?

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Transforming the Remote Implementation Experience banner image
20-Jul-2020

Transforming the Remote Implementation Experience

By: Cathy Messina and Dan Blomberg

Building rapport and trust with clients is a fundamental component of the implementation project at SS&C Advent. After the sale is complete, the project planning workshop offers the first opportunity for the professional services team to facilitate engagement with new clients using our proven Advent Implementation Methodology (AIM).

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Adaptation Strategies: SS&C Advent “Homeshows” Foster Client Interaction  banner image
16-Jul-2020

Adaptation Strategies: SS&C Advent “Homeshows” Foster Client Interaction

By: Heidi Cheema

In this extraordinary year, SS&C Advent’s Client Success team canceled our popular roadshows in various cities in the interest of safety. These client gatherings provided attendees the opportunity to see the latest product developments, provided a platform for networking and sharing best practices, and allowed us to collect valuable feedback.

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