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SS&C Advent Wealth Management Solution

HQ Location

London, United Kingdom

Website Address

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Solution introduction

Fully integrated portfolio management & order management solution

The right hub for your business

As a wealth manager you need to quickly and efficiently onboard new clients, obtain a holistic view of your clients’ entire financial picture, provide comprehensive reports, track asset performance; and access market, corporate, and portfolio data.

You also need technology that ensures scalability, flexibility, ease of integration and configuration, and compatibility with third-party systems. SS&C Advent offers solutions that meet your needs whatever they are.

  • A holistic view of your clients’ wealth in a single platform
  • Automated connections to custodial and market data providers
  • Automated client onboarding
  • Flexible tools for creating daily, consolidated reports
  • Multi-currency and multi-asset class support

SS&C Advent: Outsourcing in wealth management (Part 2)

Business Process Management & Outsourcing, Technology Strategy & Consulting


SS&C Advent: Outsourcing in wealth management (Part 1)

Business Process Management & Outsourcing, Technology Strategy & Consulting


SS&C Advent: Technology and operations trends in the wealth management industry 2018

Business Strategy & Advisory, Technology Strategy & Consulting


SS&C Advent: For wealth managers

Portfolio & Wealth Management Systems


SS&C Advent: Data Solutions

Data Management & Analysis


SS&C Advent: Outsourcing Services

Business Process Management & Outsourcing, Client Onboarding, Portfolio & Wealth Management Systems



  • Multicurrency and multi-asset class
  • Interactive client portal and automated client onboardin
  • Portfolio management
  • Trade order management and trading compliance
  • Data management solutions


  • SS&C Advent’s wealth management solution set offers multicurrency and multi-asset class order management, portfolio management and performance measurement capabilities that equip wealth managers to trade, account and report on diverse financial instruments. We also have partnerships with a broad universe of trading venues, custodians and data providers to meet clients’ investment, asset valuation, and client and regulatory reporting.
  • Automating and better managing the process increases operational efficiencies, makes it easier and quicker to bring on new clients, enables firms to optimize the services they offer, and helps them meet all their regulatory responsibilities.
  • Holistic portfolio management, with connections to over 900 custodians, delivering timely and detailed transactions and position information across a client's entire asset holdings.Consolidated reporting through extensive global network of custodians and data suppliers to generate daily and multilingual reports to give clients a clear and all-encompassing picture of what their portfolio is doing and the exposures they face.
  • SS&C Advent support firms in meeting regulatory demands, by ensuring information can be easily retrieved for regulatory reporting, and with multiple security layers and audit trails that keep client and portfolio data secure, and provide a documented record of investment decisions.
  • Data access that enables to deliver accurate custodial, corporate actions and market data directly into users’ trading and portfolio management platforms, automatically and in their preferred format. With all the data available before staff arrive in the morning, they are then free to get to work right away, without the cost, hassle and time involved in gathering all that data themselves—and with confidence that the numbers are complete, accurate and up-to-date.

Key Data

Year launched
$10-50 billion
Type of Clients
  • Broker-Dealer
  • External Asset Manager
  • Global Private Bank
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • Single Family Office
  • View Others View Less
Client Regional Presence

SS&C Advent Wealth Management Solution

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Connect with SS&C Advent

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