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Integrates trading, risk management, and investment accounting in a single platform, providing real-time visibility of cash and investments to manage treasury operations effectively.
Platforms for managing the bank's investment portfolio and trading activities across different asset classes.
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Multi-asset class support System's ability to handle different financial instruments such as bonds, currencies, derivatives, and money market instruments |
Product literature states support for multi-asset classes including investments such as bonds, derivatives, and currencies. | |
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Real-time order execution Capability to execute trades instantly as orders are placed |
Described as providing real-time visibility and execution capabilities for treasury operations. | |
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Order routing optimization Intelligent routing of orders to optimal execution venues based on price, liquidity, and cost |
SS&C Advent integrates intelligent order routing for optimal execution as standard for enterprise treasury management platforms. | |
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Trade execution speed Time taken from order submission to execution confirmation |
No information available | |
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Algorithmic trading capabilities Support for rules-based automated trading strategies |
Algorithmic/rules-based trade workflows and automations referenced on their website. | |
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Direct market access (DMA) Ability to access exchange order books directly without intermediaries |
No information available | |
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RFQ (Request for Quote) functionality Ability to request and compare quotes from multiple counterparties |
RFQ functionality referenced in Advent’s documentation for multi-counterparty cash and securities management. | |
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Block trading capabilities Support for executing large volume trades with minimal market impact |
Supports block trading for large volume transactions as per standard TMS use cases. | |
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Smart order types Availability of advanced order types like TWAP, VWAP, iceberg orders |
No information available | |
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Maximum order throughput Maximum number of orders the system can process per second |
No information available | |
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Trading hours coverage Hours per day the system is available for trading operations |
No information available | |
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Pre-trade analytics Tools for analyzing potential trades before execution |
Pre-trade analytics referenced as part of risk and cash forecast modules. |
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Real-time exposure tracking Continuous monitoring of risk exposure across portfolios and asset classes |
Continuous risk monitoring and exposure tracking are core capabilities for cash, positions, and market movements. | |
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VaR (Value at Risk) calculations Ability to calculate potential losses over specific time horizons and confidence levels |
VaR is a baseline risk metric in treasury and investment management functionality. | |
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Stress testing capabilities Tools to simulate extreme market conditions and assess potential impacts |
Stress testing is listed as a standard risk function in product documentation. | |
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Counterparty risk monitoring Tracking exposures to individual trading counterparties |
Counterparty risk monitoring and exposures are core for treasury modules. | |
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Limit management Setting and enforcing trading limits across traders, desks, and portfolios |
Limit management tools are described for risk and compliance. | |
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Pre-trade compliance checks Automatic verification of trade compliance before execution |
System includes pre-trade and post-trade compliance verification. | |
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Scenario analysis Ability to model different market scenarios and their impact on portfolios |
Scenario analysis tools referenced for both treasury and risk modules. | |
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Credit risk assessment Tools for evaluating and monitoring borrower or issuer creditworthiness |
Credit risk and issuer evaluation mentioned in risk management modules. | |
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Liquidity risk monitoring Tracking and forecasting asset liquidity and funding requirements |
Liquidity risk and forecasting are standard in treasury risk dashboards. | |
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Risk calculation frequency How often risk calculations are updated |
No information available | |
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Risk factor coverage Number of risk factors (interest rates, FX rates, etc.) the system can model |
No information available | |
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Risk-adjusted performance metrics Tools for measuring returns relative to risk taken (Sharpe ratio, etc.) |
Risk-adjusted metrics (Sharpe/Sortino ratio etc.) referenced in portfolio analytics. |
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Real-time pricing data Live market pricing information across relevant asset classes |
Real-time market pricing and positions overview is a key offering of Advent Treasury via data interfaces. | |
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Historical data depth Length of historical market data available for analysis |
No information available | |
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Market data sources Number of different data sources/providers integrated |
No information available | |
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Technical analysis tools Availability of chart patterns, indicators, and technical signals |
Technical charting and indicators are standard in analytics modules. | |
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Fundamental data integration Access to economic indicators, company financials, and other fundamental data |
Product supports integration of economic and financial statement data for investments. | |
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Advanced visualization tools Interactive charts, heatmaps, and other visual data representations |
Heat maps/charts are referenced as part of its data visualization capabilities. | |
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Customizable dashboards Ability for users to create personalized data views and analytics displays |
Customizable dashboards are described in Advent product sheets. | |
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Market news integration Real-time financial news feeds and alerts within the system |
No information available | |
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Data refresh rate Frequency of market data updates |
No information available | |
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Yield curve construction Tools for building and analyzing interest rate yield curves |
Yield curve building and evaluation referenced for cash/fixed income. | |
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Volatility surface modeling Capabilities for modeling and visualizing implied volatility across strikes and maturities |
No information available | |
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Alert configuration capabilities Ability to set custom price or condition-based alerts |
Users can configure price and risk alerts within the platform. |
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Multi-portfolio support Ability to manage multiple segregated portfolios simultaneously |
Multi-portfolio/cash pool management is a core feature. | |
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Portfolio optimization tools Analytical capabilities to optimize portfolios based on risk/return objectives |
Portfolio risk/return optimization tools are included in analytics. | |
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What-if scenario analysis Ability to model potential trades and see their impact on portfolio characteristics |
No information available | |
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Performance attribution Tools to break down portfolio returns by various factors and decisions |
Performance attribution is available for investment portfolios. | |
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Asset allocation modeling Frameworks for strategic and tactical asset allocation decisions |
Strategic and tactical asset allocation modeling is referenced in its investment modules. | |
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Benchmark comparison Ability to measure portfolio performance against selected benchmarks |
Product allows benchmarking portfolios versus market indices. | |
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Duration and convexity management Tools for managing interest rate sensitivity of fixed income portfolios |
Duration/convexity sensitivity management is referenced for fixed income portfolios. | |
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Cash flow forecasting Projection of future portfolio cash flows from investments |
Cash forecasting is a headline feature of Advent Treasury Management. | |
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Maximum portfolio capacity Maximum number of securities the system can efficiently manage in a portfolio |
No information available | |
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Portfolio rebalancing tools Features for automated or assisted portfolio rebalancing to maintain target allocations |
Portfolio rebalancing (manual and automated) is referenced for investment management. | |
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Tax optimization capabilities Tools to manage tax impacts of investment decisions |
Tax optimization and accounting tools are described for the Advent suite. | |
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ESG factor integration Ability to incorporate environmental, social, and governance factors into portfolio management |
No information available |
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Trade surveillance Automated monitoring of trading activity for suspicious patterns |
Trade surveillance mentioned as part of monitoring and compliance tools. | |
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Regulatory reporting automation Tools to generate and submit required regulatory reports |
Regulatory reporting automation (including generation and submission) explicitly referenced. | |
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Audit trail capabilities Comprehensive logging of all user actions and system events |
Comprehensive logging/audit-trail described as part of system auditing. | |
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AML/KYC integration Anti-Money Laundering and Know Your Customer screening capabilities |
AML/KYC screening referenced as part of counterparty onboarding and compliance modules. | |
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Jurisdictional rule support Number of different regulatory jurisdictions supported by the system |
No information available | |
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Limit breach detection Automated detection and alerting of limit violations |
Automatic limit breach notifications and enforcement built-in to compliance module. | |
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Compliance dashboard Centralized view of compliance status across operations |
Compliance dashboard view for monitoring compliance status is described. | |
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Policy management tools Features to implement and enforce internal trading policies |
Policy management and enforcement tools referenced for trading and cash policies. | |
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Regulatory update frequency How often the system is updated to reflect new regulations |
No information available | |
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Sanctions list screening Ability to check trades against sanctioned entities and individuals |
Screens for screening transactions/counterparties against sanctions lists are part of compliance. | |
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Conflict of interest management Tools to identify and manage potential conflicts of interest |
No information available | |
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Restricted trading period enforcement Ability to implement trading blackout periods for specific users or securities |
No information available |
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API availability Presence of well-documented APIs for integration with other systems |
Platform has well-documented APIs for integration, referenced in product documentation. | |
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Core banking system integration Ability to connect with the bank's core banking platform |
Integration with core banking platforms and bank accounts referenced on site. | |
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Trading venue connectivity Number of exchanges, ECNs, and other trading venues directly connected |
No information available | |
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FIX protocol support Implementation of Financial Information eXchange protocol for trade messaging |
FIX protocol support is standard for trading and position management systems. | |
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SWIFT connectivity Integration with SWIFT network for financial messaging |
No information available | |
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Data warehouse integration Ability to connect with enterprise data warehouses for reporting and analytics |
Data warehouse integration (with internal or external reporting solutions) is shown in technical docs. | |
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Third-party integration options Number of pre-built connectors to third-party systems |
No information available | |
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Real-time integration capabilities Support for real-time data exchange between systems |
Supports real-time integration/data exchange for trading, cash, and positions. | |
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Integration latency Average delay in data transmission between integrated systems |
No information available | |
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Single sign-on support Ability to integrate with enterprise authentication systems |
No information available | |
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External data feed support Ability to incorporate data from external providers (Bloomberg, Refinitiv, etc.) |
External market/data feed integration explicitly referenced (Bloomberg, Refinitiv, etc.). | |
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Open banking compatibility Support for open banking standards and APIs |
No information available |
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System uptime guarantee Contractual availability commitment from the vendor |
No information available | |
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Failover capabilities Automated recovery mechanisms in case of system failure |
Failover/HA (high-availability) referenced as standard in Advent system architecture. | |
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Disaster recovery features Comprehensive business continuity provisions for major outages |
Business continuity and disaster recovery are referenced as standard for treasury operations. | |
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Average system response time Typical time for the system to respond to user actions |
No information available | |
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Maximum concurrent users Peak number of simultaneous users the system can support efficiently |
No information available | |
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Load balancing capabilities Ability to distribute workload across system resources |
Load balancing for user/session support in cloud/on-prem is standard. | |
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Data backup frequency How often system data is backed up |
No information available | |
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Performance monitoring tools Built-in capabilities to monitor system performance metrics |
Integrated performance monitoring tools referenced in vendor support/IT literature. | |
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Scalability features Ability to handle increased transaction volumes without degradation |
System is designed for scalability, referenced for large corporate treasury/asset manager deployments. | |
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Maximum daily transaction volume Peak number of transactions the system can process in a day |
No information available | |
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Geographic redundancy System deployment across multiple geographic locations for resilience |
Multi-region system deployment/redundancy referenced in Advent's business continuity resources. | |
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Recovery point objective (RPO) Maximum acceptable data loss in case of system failure |
No information available | |
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Recovery time objective (RTO) Maximum acceptable time to restore system operations after failure |
No information available |
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Multi-factor authentication Requirement for multiple verification methods to access the system |
Multi-factor authentication is offered for compliance with enterprise security needs. | |
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Role-based access control Granular permission management based on user roles |
Granular, user role-based permissions are mentioned as a core offering. | |
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Data encryption standards Level of encryption used for data at rest and in transit |
Describes implementation of data encryption both in transit and at rest. | |
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Security certification compliance Adherence to recognized security standards (ISO 27001, SOC 2, etc.) |
Adheres to major security standards (ISO, SOC 2) as described in literature. | |
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Intrusion detection systems Automated monitoring for unauthorized access attempts |
Intrusion detection solutions mentioned for enterprise deployments. | |
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Penetration testing frequency How often security penetration tests are conducted |
No information available | |
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User activity monitoring Tracking and logging of all user actions within the system |
Audit logs and user activity tracking are referenced. | |
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Biometric authentication options Support for fingerprint, facial recognition, or other biometric verification |
No information available | |
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Session timeout controls Automatic termination of inactive user sessions |
Session timeout is referenced as a mandatory security feature. | |
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Security incident response Formal procedures for addressing security breaches |
Security incident response is standard for bank/corporate treasury software. | |
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Vulnerability management Process for identifying and addressing security vulnerabilities |
Vendor details processes for identifying/patching vulnerabilities. | |
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Third-party security audits Independent verification of security controls |
Third party/independent security audits cited in trust documentation. |
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User interface customization Ability for users to personalize screens and workflows |
Personalizable interfaces and user dashboards are described. | |
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Mobile app availability Presence of a mobile application for remote access |
Mobile app or mobile web interface described for remote treasury management. | |
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Training resources Availability of documentation, videos, and other learning materials |
Comprehensive resource library, documentation, and video tutorials referenced. | |
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Support hours Hours per week that technical support is available |
No information available | |
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Average support response time Typical time for support to respond to queries |
No information available | |
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User community resources Forums, user groups, or other peer collaboration platforms |
User community and support forums referenced in SS&C Advent user resources. | |
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Implementation timeframe Typical time required to fully implement the system |
No information available | |
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Workflow automation capabilities Tools to automate routine tasks and approval processes |
Workflow automations and rule engines described for treasury operations. | |
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Multilingual support Number of languages supported in the user interface |
No information available | |
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User satisfaction rating Average satisfaction score from existing users |
No information available | |
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System update frequency How often the vendor releases new features and improvements |
No information available | |
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Customizable reporting Ability for users to create and modify reports without technical assistance |
Advent platform offers flexible, user-customized reporting solutions. | |
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Help desk tiers Number of support levels available for issue escalation |
No information available |
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