Business Needs

Solutions built for wealth managers

Portfolio Management, Accounting & Reporting

Make your workflow work for you with integrated and customized portfolio and investment management and reporting.

Trading, Rebalancing & Compliance

Streamline trading with a true cloud solution for model management and rebalancing.

Client Portal

Build and strengthen relationships with our digital client experience.

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

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Increase productivity with an easy-to-use, turnkey portfolio reporting and accounting solution.

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Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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Scale your business with a cloud-based portfolio construction and rebalancing solution.

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Eliminate manual labor and improve accuracy with a comprehensive solution for pre- and post-trading compliance.

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Black Diamond Link leverages key features of the Black Diamond Wealth Platform to help elevate your client conversations.

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Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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With capabilities spanning portfolio modelling through to trade creation, execution, confirmation, allocation and settlement, Moxy® seamlessly improves operational efficiency.

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Black Diamond Link leverages key features of the Black Diamond Wealth Platform to help elevate your client conversations.

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Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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A portal solution for clients and advisors alike, to redefine your client relationships and help you thrive on client engagement.

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Differentiate your business with a robes client portal that integrates seamlessly with your current system.

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Data Management

Count on accurate and timely data for your entire investment lifecycle through a single platform.

Outsourcing

Increase efficiency and scalability with cloud-delivered technology and outsourced services.

Fund Order Management

Ensure efficient fund distribution with automated order management processes.

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

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

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With a proprietary or third-party system, consume account-level information from a growing network of portfolio data sources.

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Our range of data solutions deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms — when and how you need it.

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

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Integrate your market data sources seamlessly in the cloud.

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

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Need to customize ACD data? Save time by automating the process.

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With Advent Outsourcing Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

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Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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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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Client Relationship Management

Stay focused on your clients with an integrated central knowledge base of all relationships firm-wide.

Reconciliation & Workflow Management

Reduce operational risk with robust exception management and data governance workflow.

Revenue Management

Streamline your billing and revenue processes with a comprehensive revenue management solution.

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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With Advent Outsourcing Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

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Streamline billing and revenue management workflows.

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The Latest From Our Blog

Stay up to date on all things SS&C Advent and wealth management

SS&C Advent Honored in Waters Rankings 2020 Awards  banner image
12-Aug-2020

SS&C Advent Honored in Waters Rankings 2020 Awards

By: Matt Ahlstrand

We’re honored that the readers of Waters Technology have voted SS&C Advent the “Best Accounting System Provider” in the 2020 Waters Rankings Awards.

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The Next Evolution of Wealthtech Integrations banner image
06-Aug-2020

The Next Evolution of Wealthtech Integrations

By: Justin Wayne

Financial advisor technology has come a long way since the early days of portfolio accounting software. Today’s wealth technology, commonly referred to as “wealthtech,” evolved from back-office solutions designed to make life easier for operations teams, and has expanded significantly to meet a wide variety of needs.

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Transforming the Remote Implementation Experience banner image
20-Jul-2020

Transforming the Remote Implementation Experience

By: Cathy Messina and Dan Blomberg

Building rapport and trust with clients is a fundamental component of the implementation project at SS&C Advent. After the sale is complete, the project planning workshop offers the first opportunity for the professional services team to facilitate engagement with new clients using our proven Advent Implementation Methodology (AIM).

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