Increase client engagement through digital transformation

Engage clients. Empower advisors.

One view

  • A unified experience for both investors and advisors.
  • Intuitive dashboards for complete insights into holdings and performance.
  • Comprehensive reporting and secure document management.
  • Efficient two-way client communications on any device.
  • Powerful tools to deliver superior client service, faster and easier.


  • A smooth, digital onboarding experience to engage clients from the start.
  • Tailor-made with fully customizable risk profiling and suitability tests.
  • A variety of investment plan models to extend your offering.
  • Automated compliance processes for regulations as well as client mandates.
  • Option to allow clients to onboard themselves through self-service.


  • An intuitive trading experience for investors and advisors alike.
  • Designed to ensure you find and make the right investments, every time.
  • Mobile at core, to allow trading anytime, anywhere, from any device.
  • Trade orders captured and processed in real-time, front to back.
  • Option to allow clients to manage their own investments through self-service.


  • A simple way to streamline and strengthen mission-critical business processes.
  • Automation of internal operations as well as client servicing activities.
  • Easy configuration of processing steps, like task assignments and approvals.
  • More informed and engaged clients with timely and accurate deliverables.
  • Tailored to match your exact needs and business objectives.

User experience

  • A seamless experience, for investors and advisors, across all devices.
  • Personalized dashboards and comprehensive insights at your fingertips.
  • Optimized client communications with all information  in one place.
  • Fully adaptable to your brand and identity, for a consistent client experience.
  • Open, modern technology, integrating with any underlying core systems.

“The SS&C Advent portal is a sophisticated, flexible tool, making it ideal for our needs. Our clients love it because it’s highly intuitive and really simple to use.”

Rogier Wolf, Operations Manager, IBS Capital Allies

Book a demo

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