Asset Manager Solutions

Future-proof your business with a solution suite built to cover the entire investment management process.

Advent Data Solutions

  • Data Management

Advent offers a variety of data solutions that deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms, automatically and in the format you need.

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Advent Genesis

  • Trading, Rebalancing & Compliance

Advent Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution.

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Advent Outsourcing Services

  • Outsourcing
  • Reconciliation & Workflow Management

With Advent Outsourcing Services, you have the flexibility of customizing solutions and services to your needs.

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Advent Portfolio Exchange

  • Portfolio Management Accounting & Reporting

APX provides one central, scalable platform for all your portfolio, relationship, and prospect data.

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Advisor and Client Portals

  • Client Portal

Our portal solutions ensure efficient onboarding processes and streamlined communications.

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Black Diamond Link for APX and Axys

  • Client Portal
  • Trading, Rebalancing & Compliance

Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client conversations.

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Black Diamond Wealth Platform

  • Outsourcing
  • Portfolio Management Accounting & Reporting
  • Trading, Rebalancing & Compliance
  • Client Portal

With the Black Diamond Wealth Platform as the hub of your advisory business, you’ll be able to leverage technology to drive profitability, scale, and growth.

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Geneva for Asset Managers

  • Fund Accounting
  • Portfolio Management Accounting & Reporting

Built to natively provide real-time portfolio and general ledger accounting, Geneva seamlessly supports new lines of business and removes operational barriers.

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  • Trading, Rebalancing & Compliance

Moxy® is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement.

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  • Client Relationship Management

Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

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  • Fund Order Management

With Tradex, you can manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service.

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Complementary Solutions

Explore all of our additional solutions for asset managers

Advent Corporate Actions

Benefit from advanced knowledge of corporate actions; reduce risk of manual errors with automated transactions.

Advent Custodial Data

Access timely and consolidated account-level information from a growing network of portfolio data sources.

Advent Index Data

Automate receipt of index performance data at the security and sector level, directly into Advent Portfolio Exchange.

Advent Lumis

Leveraging cutting-edge technology and turn-key, rule-based integration with Geneva®, Advent Lumis shines the light on critical processes for your operations teams.

Advent Market Data

Integrate your market data sources seamlessly in the cloud.

Advent Portfolio Data

Gain greater access to portfolio data sources, additional instrument coverage and automated downloads upon data availability.

Advent Professional Services

Regardless of the project scope, Advent Professional Services will bring you their collective experience, backed by the support of in-house client-facing teams.

Advent Revenue Center

Advent Revenue Center® is the comprehensive solution for streamlining billing and revenue management workflows.

Advent Rules Manager

Advent Rules Manager is a comprehensive solution for pre- and post-trading compliance, eliminating manual labor and improving accuracy.


SS&C Advent’s Axys® brings your firm the benefits of automation in an easy-to-use, turnkey portfolio reporting and accounting solution.


Modestspark provides wealth reporting, document management and a digital service platform that integrates seamlessly with your current system.

Tamale RMS

SS&C Advent’s Tamale RMS enables you to organize an escalating volume of research data and apply it more effectively in due diligence.