Overview
SS&C Advent is a leading supplier of accounting and portfolio management software tools and services. It is a subsidiary of SS&C Technologies and boasts more than 4,300 investment firms as clients in over 50 nations – from small startups to established global enterprises. The vendor delivers advanced applications and collaborates seamlessly with their clients to help minimize risk and transform the future of investment management. Their software programs include:
Client Portal
Develop and bolster strengthen relationships with Advent’s digital client experience.
Data Management
Utilize timely and accurate data for your whole investment lifecycle via a single system.
Fund Accounting
Use a multi-currency platform that supports investor accounting, reporting, real-time portfolio management and accounting, and trading.
Outsourcing
Improve scalability and efficiency with outsourced services and cloud-enabled technology.
Portfolio Management Accounting and Reporting
Customize your workflow for your needs with integrated portfolio and investment management as well as reporting.
Trading, Compliance, and Rebalancing
Simplify trading with a cloud platform for rebalancing and model management.
Benefits
What is Geneva for Asset Managers?
Differentiate your company and diversify your strategies with complete asset class coverage.
Scale with Smart Technology Created for Your Needs
To stay competitive and current in the dynamic market, enterprises require a portfolio management application that supports increasing transaction volumes, complicated global fund structures, multi-currency portfolios, and multiple asset classes. Geneva is specifically built for operational scalability and seamlessly supports new business lines while eliminating operational hindrances. It enables you to remove the need for inefficient spreadsheets and separate tools, and grow your company more rapidly.
Why Select Geneva?
Flexible deployment choices either in the cloud or locally
Full services outsourcing offered
Comprehensive trade lifecycle management
Complete asset class coverage for intricate global strategies
Easily integrates with external and internal platforms
Daily NAV computation
Streamlined information access and reporting
Investment book of record (IBOR)
Support for multiple fund and account types
Exception management and data governance with Advent Lumis
Quicker access to data with Enterprise Information Store
Seamless integration with counterparties, risk systems, OMS, and data providers
Product Features
- Client portal
- Client relationship management
- Data management
- Fund accounting
- Fund order management
- Investor servicing
- Margin & finance management
- Outsourcing
- Portfolio management accounting & reporting
- Reconciliation & workflow management
- Research management
- Revenue management
- Trading, compliance & rebalancing
Pricing
SS&C Advent offers pricing details on request. Contact them directly to get a personalized quote for your business.
Customer Support
- Phone Support
- Support Tickets