Give your clients a complete picture of their wealth and make more informed investment decisions. Powered by cloud delivered technology and operational services optimised for wealth managers

An integrated solution covering the entire investment lifecycle

Client & Advisor Portal

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

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 construction, modeling, order creation, monitoring, rebalancing, trading and compliance.

Portfolio Accounting & Reporting

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

Data Management

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

Workflow Management

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

Enhance the client experience

A portal to bring you and your clients closer together, with a unified digital experience for investors and advisors alike. Onboard clients with ease, and let them manage their own investments as required. Deliver superior client service, from advisors and via self-service, and thrive on the engagement.

Automate fund order management

Accelerate your business and ease the burden of administration and regulatory compliance with technology designed to manage and distribute funds more efficiently. Replace manual procedures with a highly automated workflow, from order entry through to settlement.

Optimise portfolio management

Streamline processes and integrate them seamlessly into your trade lifecycle, so your front office can make investment decisions quickly and accurately. Manage models, monitor portfolio drift, and rebalance portfolios quickly and easily through our cloud-based solution.

Simplify accounting and reporting

Get instant insights into portfolios, positions and performance, and keep focused on what matters most with timely and accurate data. Streamline your operational workflows, and give your middle and back office the scalable technology they need to run your business more effectively.

A flexible operating model to grow your business

To ensure that you can operate at a lower cost and with higher efficiency, our solution can be cloud delivered, and backed by operational services tailored to your needs. A cloud delivered deployment reduces your internal IT requirements, and alleviates ongoing maintenance costs. Outsourcing day-to-day tasks like data management, trade management, reconciliation, accounting processing and performance calculations, free up your team to spend time on more value-adding activities. Advent Managed Services works as an extension of your team, taking care of the technicalities, so that you can focus on driving your business forward.

Learn more about how SS&C Advent can support your business

About SS&C Advent

SS&C Advent has helped over 4,000 investment firms in more than 50 countries — from established global institutions to small start-up practices — to grow their business and thrive. With decades of experience, worldwide presence and local knowledge, our award-winning technology and services continue to adapt to the needs of firms just like yours. Contact us today to find out how we can help your business.