SS&C Advent
- 12 profiles
- 9 categories
All Profiles
Advent SS&C Geneva global portfolio management and accounting platform empowers fund managers with instant, real-time performance, P&L, position and exposure information.
Advents Moxy trade order management system is your firms command and control center a centralized platform for making and executing trading decisions quickly and confidently. With tools for portfolio modeling, rebalancing and drift analysis that feed directly into trade creation, Moxy streamlines your trading workflow while giving you control and visibility across the entire process, from asset allocation through settlement.
Salentica brings together a deep understanding of CRM technologies and unparalleled partnerships and alliances with leading technology solutions providing advisors with a truly integrated experience. Click to learn more about Salentica CRM on Microsoft Dynamics 365 or Salentica Elements on the Lightning Platform by Salesforce.
Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm from executives to portfolio managers to operations on the same platform and on the same page.
An award-winning, cloud-based solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. Proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.
SS&C AdventTamale RMS enables you to organize an escalating volume of research data and apply it more effectively in due diligence. Ita centralized repository for capturing, organizing and sharing every piece of research you receive or create.
Axys is an investment management software that provides tools for portfolio management, reporting, performance measurement and portfolio accounting.
Advent Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution designed to work in concert with our Moxy® trade order management system. It enables portfolio managers to manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently. The combination of Advent Genesis and Moxy gives firms a seamless path from trading decisions through trade creation to execution.
Ease the burden of administration and regulatory compliance with a complete solution for fund order management and distribution. Tradex lets you replace manual procedures with a highly automated workflow from order entry through to settlement, achieving true operational efficiency.
SS&C Advent Reviews
Hiteish s.
Financial Reporting at JP MorganGeneva has always been a exciting experience and its user friendly tool with the modern days needs
Brent N. B.
Manager of Retirement Plan Services at CG Financial ServicesCRM of Choice for Financial Services Firm
Kristina B.
LLMSWSolid Platform and Template for Wealth Management
About
What is SS&C Advent?
SSC Advent is a service provider of software and services to the global financial services industry. Known for its highly specialized solutions, Advent caters to the needs of asset managers, hedge funds, family offices, fund administrators, prime brokers, and other financial institutions. The company's offerings are centered around portfolio management, fund accounting, risk management, and reporting systems that are designed to help financial professionals streamline operations, mitigate risk, and enhance client service. Advent's commitment to innovation and client support positions it as a vital tool, ensuring efficient management of complex investments and regulations.
