Technology & outsourcing for
investment managers

Solving the needs for your business

Portfolio management, accounting & reporting

Portfolio management, accounting & reporting

Integrated portfolio and investment management and reporting the way you need it

Trading, rebalancing & compliance

Trading, rebalancing & compliance

A true cloud solution for model management and rebalancing that streamlines trading

Client portal

Client portal

A digital client experience to build and strengthen relationships

Fund order management

Fund order management

Automated order management processes for efficient fund distribution

Fund accounting

Fund accounting

Multi-currency platform supporting trading, real-time portfolio management and accounting, investor accounting and reporting

Outsourcing

Outsourcing

Cloud-delivered technology and outsourced services for increased efficiency and scale

Data management

Data management

Accurate and timely data for your entire investment lifecycle through a single platform

Investor servicing

Investor servicing

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

Margin & finance management

Margin & finance management

Full transparency into margin and fee calculations to minimize costs

Reconciliation & workflow management

Reconciliation & workflow management

Exception management and workflow to reduce operational risk

Research management

Research management

Investment research management to harness your firm’s collective knowledge

Revenue management

Revenue management

Get bills out and invoices in faster

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 4,300 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 help shape the future of investment management.

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

Latest insights

Blog  |  13 August 2019

Can RPA tools transform investment management, creating winners, losers and new players?

By Steve Young

Blog  |  8 July 2019

Unlocking closed-end fund opportunities

By Roger Woolman

Blog  |  28 June 2019

Scalability is not all about size

By Steve Young

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