A sophisticated digital client experience is critical to your success.
Clients want the flexibility to stay on top of their portfolios, anytime, anywhere. Our portal solution enhances engagement by empowering clients with interactive tools that provide on-demand access to trading and investment management capabilities, as well as comprehensive portfolio and performance data—delivering the information they want, when and how they want it.
Empower your relationship managers with instant and complete access to prospect, client and portfolio data.
SS&C Advent’s portal can connect to CRM and portfolio management systems, helping staff automatically track and manage their client relationships. Armed with up-to-date client and portfolio information, relationship managers can better prepare for client meetings and reviews, and collate relevant reports—whether they are in the office or on the road.
And because administration processes such as risk profile capture and request handling are highly automated, relationship managers have more time to focus on value-added activities that will nurture your client relationships.
Capturing the necessary client documents and personal information during onboarding is vital to meeting all your regulatory responsibilities, including complying with Know Your Customer (KYC), anti-money laundering and suitability rules.
Obtaining detailed personal information and risk ratings will also help you provide clients with the right products and services to match their investment objectives and risk profiles.
Through our portal solution, you can onboard clients more efficiently. Automated workflows capture and centralize document and client information gathering, making the process fast and smooth for clients and prospects, while satisfying your compliance obligations.
Rich digital experiences depend on enabling user interactions.
SS&C Advent's flexible, two-way portal provides clients with powerful self-service tools that include the ability to enter trade orders, access investment management services, obtain a complete view of their investments and submit service requests.
With a comprehensive range of services at their fingertips, clients are less likely to burden your client services, sales and investment teams with ad hoc information requests and low value inquiries. That reduces the demands on your internal resources, helping your firm streamline costs, increase scalability and focus on higher value activities.
Modern technology able to deliver a rich digital experience is at the heart of today’s client engagement expectations.
Our portal features HTML5 web design, with clients and advisors able to access their portfolio information and manage investments any time, on any device.
And because our solution is completely white-labeled, you can tailor the user experience to your exact needs. Thanks to the platform’s open architecture, it is simple to deploy and easily integrates with your front-, middle- and back-office systems. The solution is highly configurable, giving you the flexibility to apply your corporate identity and branding preferences to the web portal and mobile apps, which can also support any language, including right-to-left languages such as Arabic.
Robust security has become a critical topic for financial institutions.
The SS&C Advent portal has been designed using best practice security architectures to counter any threats. The solution supports the use of security tokens and can be readily integrated into your existing authentication processes. Where required, SS&C Advent also has the expertise to work with your teams to ensure compliance with your security standards and any market-specific requirements.
In addition, ever increasing regulatory demands mean financial institutions need to track and audit their entire documentation production process. By automating a wide number of client interaction and reporting activities, our solution makes it easier to demonstrate mandated processes have been completed appropriately.