Wealth & asset management
As a wealth manager you need to quickly and efficiently onboard new clients, obtain a holistic view of your clients’ entire financial picture, provide comprehensive reports, track asset performance; and access market, corporate, and portfolio data. You also need technology that ensures scalability, flexibility, ease of integration and configuration, and compatibility with third-party systems. SS&C Advent offers solutions that meet your needs whatever they are.
- A holistic view of your clients’ wealth in a single platform
- Automated connections to custodial and market data providers
- Automated client onboarding
- Flexible tools for creating daily, consolidated reports
- Multi-currency and multi-asset class support