SS&C Advent Review

Customer Reference Rating 4.8
Devices Supported
  • Web-based
Customer Types
  • < 50 Small Businesses
  • < 250 Medium Businesses
  • 250 + Large Businesses
  • 156 Testimonials
  • 129 Case Studies
  • 19 Customer Videos

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