New Enhancements to Asset Management Product Suite


It’s that time of the year! If you’re a client, by now you’re likely familiar with our semi-annual release cycle and this year it’s no different. We’re excited to introduce new enhancements and functionality to our solution set – Geneva, Advent Portfolio Exchange (APX), Moxy, Advent Rules Manager, Advent Revenue Center, Tamale RMS, and Tradex.


  • In this release, the team made enhancements to deliver a comprehensive expense management solution that’s been designed to streamline the configuration of commonly used calculations and automate the expense accrual process. We’ve also furthered the extensive hybrid fund capabilities including workflow enhancements and timelines which enable users to easily drill through to complex details.

Advent Portfolio Exchange (APX)

  • April upgrades include improved data management and reporting capabilities to achieve greater operational efficiencies. Our clients will also benefit from new standardized look-through reporting capabilities to more quickly address regulatory requirements such as AIFMD and Solvency II.

Moxy and Advent Rules Manager

  • Within Moxy and Advent Rules Manager the team worked to improve data management, workflow tools, and add new and connectivity destinations. Most notably, Luminex, a new trading venue that was created by a group of leading investment management firms seeking to lower trading costs, enhance the transparency of trading protocols, and deliver improved performance to clients and Evercore ISI, which continues to add to the extensive library of trading algorithm partners.


  • Tradex used for fund order management and distribution has been updated to to handle almost any type of transaction from dividends to capital calls thanks to new configurable trade types ; and minimize customization of workflows as well as relevant information to each user.

Biannual improvements to the product suite are released on a regular and predictable cycle – April and October each year. If you’re a client wondering how to take advantage of these great new enhancements check out Advent Community. Alternatively, if you’re a prospect and want to learn more, drop us a line at 1-800-727-0605.

Shana Bruner, Director, Solutions Marketing has been with SS&C Advent for 8 years. She has responsibility for marketing our portfolio accounting, trading, compliance, and additional solutions to clients, prospects and other industry participants.  Prior to joining Advent, Ms. Bruner led a sales team at Bloomberg and held various positions at J.P. Morgan, including fixed income sales with J.P. Morgan Securities.

Tagged with: , , ,
Posted in Traditional and Alternative Asset Management

Leave a Reply

Your email address will not be published. Required fields are marked *


You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>


Recent Tweets




If you have questions or would like to submit a topic you would like for us to consider covering, email us at