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SS&C Advent

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29 reviews
  • 12 profiles
  • 9 categories
Average star rating
4.1
Serving customers since
1983

Profile Name

Star Rating

13
14
2
0
0

SS&C Advent Reviews

Review Filters
Profile Name
Star Rating
13
14
2
0
0
Verified User in Financial Services
AF
Verified User in Financial Services
04/03/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Geneva has always been a exciting experience and its user friendly tool with the modern days needs

I liked the below 1) Good interface 2) ease of navigation 3) easy to understand process and system 4) Web based interface ( I really liked that ) 5) Good for hedge funds clients and easy accounitng software
Verified User in Financial Services
UF
Verified User in Financial Services
04/30/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

CRM of Choice for Financial Services Firm

The fact that it is built to be a more "turn-key" solution for Salesforce users related to financial services.
Verified User in Financial Services
UF
Verified User in Financial Services
07/14/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Solid Platform and Template for Wealth Management

It is a pretty solid out-of-the-box solution for financial advisor firms. I appreciate most of the applicable fields are built out.

About

Contact

HQ Location:
San Francisco, CA

Social

@SSCAdvent

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.

Details

Year Founded
1983
Ownership
NASDAQ: SSNC
Website
www.advent.com