Business Needs

Solutions built for wealth managers

Our solutions built for wealth managers fulfill business needs including portfolio management, rebalancing, client portal, data management, outsourcing, and fund order management.

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.

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

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Access commission-free insurance and annuities to grow your practice and deliver greater client benefits – right from your desktop.

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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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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 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.

Reconciliation & Workflow Management

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

Revenue Management

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

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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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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Streamline billing and revenue management workflows.

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The Latest From Our Blog

Stay up to date on SS&C Advent wealth management solutions

The Path to Independence for a Hybrid Advisory banner image
28-Jul-2021

The Path to Independence for a Hybrid Advisory

By: Patrick Michaud

Key Client Fiduciary Advisors (KCFA) is an independent, full-service investment planning practice that acts as a fiduciary by providing their clients with solutions best suited for their interests. As fiduciaries, KCFA holds itself to the highest standard of conduct and is committed to the highest level of ethical behavior and transparency

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Women in Fintech banner image
26-Jul-2021

Women in Fintech

By: Christen Wojciechowski

Picture this: you’re a woman starting your own financial company, one of your biggest dreams and goals in life. Before you know it, you have your first potential client and problem to solve. Now it’s time to grind and get to work.

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Organic vs. Inorganic Growth – Can You Have the Best of Both? banner image
22-Jul-2021

Organic vs. Inorganic Growth – Can You Have the Best of Both?

By: Steve Leivent

As the wealth management industry continues to set record volumes of M&A deals, many advisors are asking themselves, “Should I get in on the action?”

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