SS&C Advent

HQ Address

127-133 Charing Cross Road, London, WC2H 0EW, United Kingdom

Website Address

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Parent Company

SS&C Technologies



Connect with SS&C Advent
Business introduction

We're here to help you thrive

SS&C Advent is a recognized technology leader in the investment management industry, with more than 4,500 clients around the world, from established global institutions to small start-up practices

With our advanced technology and services we can enhance your profitability and help you focus on what really matters - providing the highest quality service to your clients.

SS&C Advent is a true one-stop shop for all our clients’ portfolio management needs, encompassing state-of-the-art cloud technology, software and comprehensive managed services for their key operational tasks.

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 needs.

With this integrated framework, wealth management organizations can create and manage sophisticated asset allocation strategies and complex structures, with the assurance they can support a growing range of instruments and escalating trading volumes.

Partnering with SS&C Advent brings wealth management clients into a community of users that spans more than 800 wealth manager customers around the world. Having so many clients operating in different markets and with different models ensures we have unrivalled knowledge of trends and developments in the industry.

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

Business Process Management & Outsourcing, Technology Strategy & Consulting


Here's part 2 of our conversation with James Janisch, Solutions Consultant for SS&C Advent in EMEA, on the topic of outsourcing in wealth management. James gave his views on: - Why a......

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


Business Overview

  • 1983 - Advent founded
  • 1984 - Advent launches the first PC-based portfolio accounting system
  • 1992 - Introduction of Axys, the first Windows-based portfolio accounting and reporting solution
  • 1995 - Launch of Moxy trade order management system
  • 1997 - First general release of Geneva, the global portfolio management system
  • 2005 - Introduction of Advent Portfolio Exchange (APX) integrated portfolio management and CRM system
  • 2009 - Advent acquires Tamale RMS, the leading research management solution
  • 2011 - Advent acquires Black Diamond and its cloud-based wealth management platform
  • 2015 - SS&C Acquires Advent, further solidifying its leading position as a global leader in services and software for the financial services industry


SS&C Advent is laser focused on helping our clients compete and thrive. Our solutions eliminate boundaries between systems, people and information. So you can make better informed decisions, accomplish more in less time, manage and minimize risks, and comply with complex regulations.

Today, as a business unit of SS&C, our commitment to your success is as strong as ever. And our ability to deliver has been strengthened by SS&C’s vast global portfolio of technology applications and services. Our combined companies deliver innovative solutions to more than 10,000 financial services organizations worldwide. Together with our clients, we are continuing to transform the investment management industry.

Key Data

Year founded
wealth management employees
Office Regional Presence
Type of Clients
  • Broker-Dealer
  • External Asset Manager
  • Global Private Bank
  • Independent Financial Advisor
  • 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
Leading client geographies

SS&C Advent Solutions

SS&C Advent Wealth Management Solution

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......

business needs
Client type
client geography presence
view solution

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