SS&C Advent - Investment Management

Client & advisor portal

Build and strengthen relationships with a unified digital experience right from the start, that engages your clients and empowers your advisors.

Investrack

Redefine your client relationships and thrive on client engagement with a portal solution for clients and advisors alike.

Fund order management

Ensure efficient fund order processing and distribution through automated workflows, so you can manage more clients and high volumes with less effort.

Tradex

Launch and distribute funds more quickly and improve client service with automated workflows.

Portfolio management & trading

Empower your front office with a complete solution for portfolio modeling, order creation, monitoring, rebalancing, trading and compliance.

Advent Genesis

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

Moxy

Improve operational efficiency with a seamless workflow from trade creation, execution, confirmation, allocation and settlement.

Advent Rules Manager

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

Portfolio accounting & reporting

Integrate your portfolio management, accounting procedures, CRM and reporting – all in one solution.

Advent Portfolio Exchange

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

Geneva for Asset Managers

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

Geneva for Hedge Funds

Discover the leading portfolio and shadow accounting solution for the alternative world.

Data management

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

Advent Data Solutions

Advent offers a variety of data solutions that deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms, automatically and in the format you need.

Advent Market Data

Integrate your market data sources seamlessly in the cloud.

Advent Portfolio Data

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

Outsourcing

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

Advent Outsourcing Services

Benefit from IT hosting and a wide range of operational services customized to meet your unique needs.

Workflow management

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

Investrack

Automate your client servicing activities and internal operations with Investrack’s flexible, fully-configurable workflow management engine.

Advent Lumis

Streamline the data management process from acquisition to reporting, with robust exception management and data governance workflows.

Advent Outsourcing Services

Benefit from IT hosting and a wide range of operational services customized to meet your unique needs.

Investor servicing

Simplify accounting and investor servicing with support for unlimited fund structures and flexible fee calculations.

Geneva World Investor

Integrate portfolio management and investor accounting into one platform.

Fund accounting

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

Geneva for Asset Managers

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

Geneva for Hedge Funds

Discover the leading portfolio and shadow accounting solution for the alternative world.

Geneva World Investor

Integrate portfolio management and investor accounting into one platform.

Revenue management

Get bills out quickly and invoices in faster by streamlining your billing and revenue processes.

Advent Revenue Center

Streamline billing and revenue management to maximize revenue, increase efficiencies, and reduce risks and errors.

Research management

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

Tamale RMS

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

Margin & finance management

Minimize costs with full transparency into margin and fee calculations.

Syncova

Discover powerful tools to enhance margin and financing management, high quality analysis, reconciliation, replication, alerting and reporting.

Who we serve

Explore how our solutions can help your business

Asset Managers

Wealth Managers

Alternative Managers

Our solutions

Meeting the needs of any investment manager

Client & advisor portal

Client & advisor portal

Investrack

Fund order management

Fund order management

Tradex

Portfolio management & trading

Portfolio management & trading

Advent Genesis

Moxy

Advent Rules Manager

Portfolio accounting & reporting

Portfolio accounting & reporting

Advent Portfolio Exchange

Geneva for Asset Managers

Geneva for Hedge Funds

Data management

Data management

Advent Data Solutions

Advent Market Data

Advent Portfolio Data

Outsourcing

Outsourcing

Advent Outsourcing Services

Workflow management

Workflow management

Investrack

Advent Lumis

Advent Outsourcing Services

Investor servicing

Investor servicing

Geneva World Investor

Fund accounting

Fund accounting

Geneva for Asset Managers

Geneva for Hedge Funds

Geneva World Investor

Revenue management

Revenue management

Advent Revenue Center

Research management

Research management

Tamale RMS

Margin & finance management

Margin & finance management

Syncova

About SS&C Advent