Solution introduction

Automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support

Get more done in your day

Wealth management is a relationship-based business — and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys automates portfolio reporting and accounting to help firms get more done in less time.

Part of the powerful Advent Investment Suite, Axys will increase your productivity, improve accuracy, and provide a clear picture of your portfolios and their performance, without disrupting your existing infrastructure.

Why choose this solution

  • GIPS compliant performance measurement
  • Automated reconciliation of trade information, settlement data, transactions and positions
  • Flexibility in tax treatment
  • Reporting
  • Performance measurement
  • Support for a wide range of securities: cash, equities and fixed income

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