Portfolio tools
Real-time insights and flexible modeling across asset classes.
Portfolio management tools provide real-time insights and flexible modeling across asset classes. SS&C Advent offers investment technology and services for investment managers, alternative funds, institutional firms, and enterprise wealth businesses. Its solutions span portfolio management, order routing and execution, risk and compliance, performance and accounting, and investor portals. Firms can configure solutions for needs such as hedge fund operations, complex alternative strategies, pooled funds, managed accounts, and enterprise wealth workflows. The platforms support multi-asset and multi-currency accounting, compliance checks, reporting, and client communications. Advent also provides personalized support, consultative guidance, and expert-led services, including options to offload routine tasks or co-source specialized functions such as data management. Advent is a business unit of SS&C Technologies and has supported investment operations for over 40 years.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Category illustration. Illustrative image for this category. Not provided by the business.
Real-time insights and flexible modeling across asset classes.
Monitor exposure and automate compliance checks and reporting.
Support, guidance, and services including data management.
No reviews yet — be the first to review SS&C Advent.
Sign in to write a review
No password needed. We only use your email to confirm the review is genuine.
No reviews match this filter.
Tell our moderators what is wrong with the review by this reviewer and we will take a look.