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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

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