SS&C Advent
Portfolio Management and Accounting Solutions.
Overview
SS&C Advent, a business unit of SS&C Technologies, is a long-standing provider of technology solutions for the global investment management industry. Their product suite, including flagship platforms like Geneva®, Axys®, and Moxy®, serves a wide range of firms from hedge funds and asset managers to wealth managers and family offices. They offer comprehensive solutions for portfolio accounting, performance measurement, trade order management, and reporting.
✨ Key Features
- Portfolio Accounting (Geneva®, Axys®)
- Trade Order Management (Moxy®)
- Portfolio Management & Reporting
- Investor Servicing
- Compliance Management
- Data Management & Reconciliation
🎯 Key Differentiators
- Long-standing industry reputation and large, established client base
- Robust, high-performance platforms like Geneva® for complex accounting
- Broad product suite covering many aspects of investment management
Unique Value: SS&C Advent provides trusted, scalable, and high-performance solutions for the core accounting and operational needs of the world's leading investment management firms.
🎯 Use Cases (5)
✅ Best For
- Geneva® is widely used by large, complex hedge funds and fund administrators for real-time portfolio accounting.
- Axys® is a common platform for smaller to mid-sized investment advisors for portfolio management and reporting.
- Moxy® is a leading trade order management system used for routing and executing trades across various asset classes.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms looking for a lightweight, cloud-native CRM solution
- Startups or emerging managers needing a low-cost, all-in-one platform
🏆 Alternatives
Compared to newer, cloud-native platforms, Advent's solutions often offer deeper, more battle-tested functionality for complex accounting and trading operations. Their breadth of products allows firms to source multiple solutions from a single, established vendor.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
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