Portals for investment managers
Engage clients. Empower advisors.
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 processes in compliance with 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
A journey 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
A seamless experience, for investors and advisors, across all devices
Personalized dashboards and comprehensive insights at your fingertips
Optimized client engagement with information and communication all in one place
Fully adaptable to your brand and identity, for a consistent client experience
Open, modern technology, integrating with any underlying core systems
Find out how you can give your clients the digital experience they want, and your advisors the tools they need, to thrive your business.
Learn how this asset manager benefits from a portal solution that engages their clients as much as it empowers their advisors.
Get more insights on how the transformation towards digital business models introduce new priorities for wealth managers.
“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