Technology & outsourcing for investment managers

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Our solutions

Meeting the needs of any investment manager

Revenue management

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

Research management

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

Workflow management

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

Margin & finance management

Minimize costs with full transparency into margin and fee calculations.

Investor servicing

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

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.

Portfolio management & trading

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

Portfolio accounting & reporting

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

Outsourcing

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

Fund accounting

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

Data management

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

Client & advisor portal

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

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About SS&C Advent

SS&C Advent is a proven and trusted provider of technology solutions and services to investment managers around the world.

We help over 4,000 investment firms in more than 50 countries – from established global institutions to small start-up practices – to grow their businesses, minimize risk, and thrive. We have been delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, working together with our clients to shape the future of investment management.

To find out more and discover our full suite of solutions, visit advent.com