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SS&C Advent Portfolio Management from SS&C Technologies
Complete portfolio management solution with performance reporting, client billing, CRM integration, and compliance tools. Offers real-time portfolio visibility, tax management, and comprehensive reporting capabilities.
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Portfolio Management Systems for Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
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Client Management
(10 Yes /10 Known /12 Possible features)
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Client profile management Ability to create and maintain comprehensive client profiles with demographic, financial, and preference information |
SS&C Advent’s public marketing explicitly highlights the ability to create, maintain, and segment comprehensive client profiles through its CRM integration and client management modules. | |
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Relationship mapping Capability to map and visualize client relationships, family structures, and associated entities |
Relationship mapping is a standard feature in comprehensive wealth management CRM modules, and Advent is listed as supporting visualization of client, household, and entity relationships. | |
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Client segmentation Tools to segment clients based on assets, revenue, risk profile, or custom criteria |
SS&C Advent provides client segmentation tools to enable personalized service levels and marketing, as supported by their wealth management documentation. | |
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Contact management System to track all client interactions, communications, and touchpoints |
Contact management is included within SS&C Advent's CRM integration, tracking all client communications and interactions. | |
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Client onboarding workflow Structured process for onboarding new clients with necessary documentation and compliance checks |
Onboarding workflows are supported and compliance-ready (including KYC/AML), as described in Advent’s solution briefs. | |
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Digital client portal Self-service portal for clients to view portfolio information and interact with advisors |
Advent's client portal allows self-service access to portfolios and reporting, prominently featured on their website. | |
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Client documents repository Secure storage and organization of client documents and contracts |
The platform includes secure document delivery and storage for client contracts and data. | |
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Communication preferences Management of client communication preferences and frequency |
Communication preferences can be configured in the client CRM records, as per Advent documentation. | |
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Service level tracking Tools to monitor and ensure service level agreements are met for different client segments |
Advent provides dashboards and tools for tracking and reporting on SLAs and service levels for client segments. | |
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Client retention analytics Metrics and tools to identify at-risk clients and support retention strategies |
Existing metrics and alerting tools address retention risks and analytics, as noted in product data sheets. | |
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Next best action recommendations AI-driven suggestions for appropriate next steps in client engagement |
No information available | |
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Client capacity Maximum number of client profiles the system can efficiently manage |
No information available |
Portfolio Construction & Management
(12 Yes /12 Known /13 Possible features)
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Model portfolio construction Tools to create and maintain model portfolios for different investment strategies |
Model portfolio construction is a core Advent offering, with support for a wide variety of strategies. | |
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Asset allocation Functionality to design and implement strategic and tactical asset allocation |
Asset allocation tools are built into the platform, including tactical and strategic allocation capabilities. | |
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Portfolio rebalancing Automated or manual rebalancing tools to maintain target allocations |
Advent enables both automated and manual portfolio rebalancing. | |
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Drift monitoring Tools to monitor portfolio drift from target allocations |
Drift monitoring is described in the platform’s rebalancing and monitoring features. | |
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Tax harvesting Capability to identify and execute tax-loss harvesting opportunities |
Tax-loss harvesting capabilities are promoted as part of the platform’s tax management functionality. | |
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Custom constraints Ability to set and enforce custom portfolio constraints (sector limits, ESG factors, etc.) |
Custom portfolio constraints (sector, ESG, etc.) are supported within Advent’s model construction tools. | |
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Cash management Tools to manage cash positions and flows within portfolios |
Cash management tools are specifically listed on the solution webpage. | |
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Multi-currency support Capability to manage portfolios across multiple currencies |
Multi-currency portfolios and calculations are supported by the Advent platform. | |
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Alternative investments integration Support for incorporating and tracking alternative investments in portfolios |
Alternative investments integration is mentioned in several Advent product guides for wealth managers. | |
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Investment policy compliance Tools to ensure portfolios comply with client investment policy statements |
Compliance to client IPS (Investment Policy Statement) is verified in Advent, as noted in its compliance modules. | |
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What-if scenarios Capability to model different portfolio scenarios before implementation |
What-if scenario modeling is explicitly available for asset allocation and financial planning modules. | |
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Bulk order generation Ability to generate orders across multiple portfolios efficiently |
Bulk order generation across portfolios is supported in the platform’s order management tools. | |
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Rebalancing speed Time required to analyze and generate rebalancing recommendations for portfolios |
No information available |
Investment Research & Analysis
(10 Yes /10 Known /13 Possible features)
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Security research database Comprehensive database of investment securities with detailed information |
Advent maintains a security master file and security research database for investment analysis. | |
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Market data integration Real-time or delayed market data feeds integrated into the platform |
Integration of real-time and delayed market data is available via partnerships and own feeds. | |
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Fundamental analysis tools Tools for fundamental analysis of stocks, bonds, and other securities |
Fundamental analysis tools are part of the research and analysis suite. | |
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Technical analysis Charts and tools for technical analysis of security price movements |
Technical analysis and market charting is included in the research tools. | |
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ESG screening Tools to screen and analyze investments based on environmental, social, and governance factors |
Advent provides ESG screening functionality for security selection. | |
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Research report integration Integration with third-party research reports and analysis |
Third-party research report integration is mentioned as part of the research module’s extensibility. | |
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Customizable screening Ability to create and save custom screening criteria for investments |
Customizable filters for screening securities/portfolios are included in Advent’s tools. | |
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Investment ideas workflow Process for generating, evaluating, and implementing investment ideas |
End-to-end investment idea management workflow is part of the investment process tools. | |
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Macroeconomic data analysis Tools to analyze and incorporate macroeconomic trends into investment decisions |
Macroeconomic data and analysis feeds are integrated within the platform. | |
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Alternative data sources Integration with alternative data sources for investment insights |
Advent supports integration with alternative data and analytics providers. | |
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AI-powered insights Machine learning tools to identify patterns and generate investment insights |
No information available | |
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Market sentiment analysis Tools to analyze market sentiment from news, social media, and other sources |
No information available | |
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Securities coverage Number of securities covered in the research database |
No information available |
Risk Management
(11 Yes /11 Known /13 Possible features)
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Risk profiling Tools to assess and document client risk tolerance and capacity |
Advent provides configurable risk profiling tools for end clients. | |
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Portfolio risk analytics Measurement of portfolio risk metrics (standard deviation, VaR, etc.) |
Portfolio-level risk analytics (standard deviation, VaR, etc.) are standard Advent features. | |
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Stress testing Capability to stress test portfolios under different market scenarios |
Stress testing tools for adverse scenarios are offered in Advent’s risk platform. | |
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Monte Carlo simulations Tools to run Monte Carlo simulations for portfolio outcomes |
Monte Carlo simulations are standard in the financial planning/risk modules. | |
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Factor-based risk analysis Analysis of portfolio exposure to various risk factors |
Factor-based (e.g., exposure to interest rate, credit) risk modeling is part of the enterprise risk suite. | |
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Concentration risk monitoring Tools to identify and monitor concentration risks in portfolios |
Concentration risk monitoring is offered through Advent's portfolio analytics. | |
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Downside protection tools Features to implement and monitor downside protection strategies |
Downside protection monitoring (like stop-losses, hedges) is listed among risk management tools. | |
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Liquidity risk management Tools to assess and manage portfolio liquidity risks |
Liquidity risk analytics and reporting is available in the product, as described for institutional users. | |
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Counterparty risk tracking Monitoring of exposure to various counterparties |
No information available | |
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Risk-adjusted performance metrics Calculation of risk-adjusted performance measures (Sharpe ratio, Information ratio, etc.) |
Risk-adjusted performance calculation (Sharpe, IR, etc.) is part of Advent’s reporting modules. | |
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Pre-trade compliance checks Automated checking of trades against risk parameters before execution |
Pre-trade compliance checks are configurable in the order management module. | |
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Risk exception alerting Automated alerts when portfolios exceed risk thresholds |
Automated risk alerts are supported, including notifications for breaches of set thresholds. | |
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Scenario analysis capacity Number of different market scenarios available for stress testing |
No information available |
Performance Reporting
(12 Yes /12 Known /13 Possible features)
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Performance calculation Accurate calculation of time-weighted and money-weighted returns |
Advent calculates and reports both time-weighted and money-weighted returns. | |
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Benchmark comparison Tools to compare portfolio performance against relevant benchmarks |
Benchmark comparison is a built-in feature for portfolio performance reports. | |
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Attribution analysis Performance attribution to identify sources of returns |
Performance attribution at sector/security/asset-class level is a core reporting feature. | |
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Custom reporting Ability to create customized performance reports |
Customizable performance reports are supported by the Advent reporting engine. | |
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Interactive dashboards Interactive dashboards for exploring performance data |
Interactive dashboards are offered for both client and advisor reporting experiences. | |
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Scheduled reporting Automated generation and distribution of scheduled reports |
Scheduled/automated report generation is available in SS&C Advent. | |
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Multi-period analysis Performance analysis across different time periods |
Multi-period analysis (YTD, trailing, custom) is standard in portfolio reports. | |
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Composite reporting Capability to create and report on performance composites |
Composite reporting for SMA and similar programs is supported in the platform. | |
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GIPS compliance Support for Global Investment Performance Standards compliance |
Advent states GIPS-compliance support in marketing to institutional managers. | |
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Peer group comparison Tools to compare performance against peer groups |
Peer group comparison tools are available for benchmarking portfolio performance. | |
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Tax-aware reporting Performance reporting that accounts for tax impacts |
Tax-aware reporting is a highlighted use case for Advent’s reporting engine. | |
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Mobile reporting access Access to performance reports via mobile devices |
Mobile dashboards and reporting access are offered, including responsive interfaces. | |
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Report generation time Average time to generate comprehensive performance reports |
No information available |
Financial Planning Integration
(12 Yes /12 Known /13 Possible features)
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Financial planning tools Integrated or connected tools for comprehensive financial planning |
Financial planning capability is integrated or accessible via partnerships according to product literature. | |
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Goal-based planning Capability to define, track, and manage client financial goals |
Goal-based planning modules are available for advisor/client use. | |
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Retirement planning Specialized tools for retirement scenario planning |
Retirement scenario planning and projections are supported. | |
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Estate planning integration Features to incorporate estate planning considerations into wealth management |
Estate planning tools and integrations are part of the solution for HNW and UHNW clients. | |
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Tax planning Tools to optimize portfolio management for tax efficiency |
Tax planning is inherent to Advent’s platform, which emphasizes tax-efficiency strategies. | |
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Cash flow modeling Capabilities for projecting and analyzing client cash flows |
Cash flow modeling and forecasting modules are included. | |
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Insurance needs analysis Tools to assess and incorporate insurance planning into wealth management |
Insurance needs analysis is available for comprehensive planning (see planning integration modules). | |
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Education funding planning Features for planning and managing education funding goals |
Education planning modules are included as part of the client planning workflow. | |
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Plan vs. actual tracking Tools to compare actual results against financial plan projections |
Actual vs plan workflow is standard in Advent's financial planning tools. | |
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Life event planning Support for planning around major life events (marriage, home purchase, etc.) |
Life event scenario support (marriage, home, etc.) is available in the financial planning toolset. | |
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Scenario comparison Ability to create and compare different planning scenarios |
Scenario comparison is available within the financial planning toolkit. | |
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Client-facing plan visualizations Interactive visualizations of financial plans for client presentations |
Visual client-friendly plan presentations are provided as part of the Advent advisor portal. | |
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Planning scenarios capacity Maximum number of planning scenarios that can be compared simultaneously |
No information available |
Trading & Order Management
(12 Yes /12 Known /13 Possible features)
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Order management system Comprehensive system for creating, tracking, and managing investment orders |
Comprehensive order management systems are a core Advent feature. | |
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Trade execution Capabilities for executing trades directly or through connected systems |
Trade execution via direct and routed connectivity is supported. | |
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Pre-trade compliance Automated checking of orders against compliance rules before execution |
Pre-trade compliance (compliance rules checks) is a standard component. | |
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Allocation management Tools for managing the allocation of block trades across multiple accounts |
Advent supports allocation management for block trading workflows. | |
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Trading algorithms Access to algorithmic trading strategies |
Trading algorithms and access to algorithmic execution are part of the product. | |
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FIX connectivity Financial Information eXchange protocol support for connecting to trading venues |
FIX protocol support is widely available in Advent's middle and back office modules. | |
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Multi-broker support Ability to route orders to multiple brokers and trading venues |
Multi-broker order routing is included in Advent OMS. | |
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Trade cost analysis Tools to analyze and optimize trading costs |
Advent includes tools for analyzing trading costs and TCA. | |
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Order staging and waves Capabilities for staging and releasing orders in waves |
Order staging and waves are supported within order creation workflows. | |
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Trade settlement tracking Monitoring of trade settlement process and exceptions |
Trade settlement workflows/tracking are standard in the platform. | |
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Trading calendar Integrated calendar of market trading days and holidays |
Integrated trading calendars are included. | |
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Order approval workflow Configurable workflows for order review and approval |
Order approval workflows can be configured in Advent OMS. | |
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Order processing capacity Maximum number of orders the system can process per minute |
No information available |
Compliance & Regulatory
(12 Yes /12 Known /13 Possible features)
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Regulatory reporting Tools for generating required regulatory reports |
Regulatory reporting tools are featured in Advent’s compliance suite. | |
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Compliance rule engine Configurable engine to define and enforce compliance rules |
A compliance rule engine is available, enabling definition/enforcement of custom compliance checks. | |
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AML/KYC integration Anti-Money Laundering and Know Your Customer compliance tools |
AML/KYC integration and workflow are supported as part of onboarding/compliance. | |
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Suitability assessment Tools to assess and document investment suitability for clients |
Suitability assessments are configurable and included in client onboarding. | |
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Audit trail Comprehensive tracking of all system activities for audit purposes |
Complete audit trails are maintained and reportable for compliance. | |
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Fiduciary documentation Tools to document compliance with fiduciary responsibilities |
Fiduciary compliance documentation is actively supported. | |
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Code of ethics monitoring Features to monitor and enforce code of ethics compliance |
Code of ethics tracking/attestations available in compliance workflows. | |
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Personal trading oversight Tools to monitor personal trading activities of employees |
Personal trading oversight for employees is available via compliance monitoring tools. | |
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Best execution analysis Analysis tools to demonstrate best execution practices |
Tools for best execution analysis provided in order management and TCA modules. | |
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Compliance attestations Workflow for periodic compliance attestations and certifications |
Compliance attestations workflows are part of annual review functionality. | |
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Regulatory updates service Service to keep compliance rules updated with regulatory changes |
Regulatory rules update services are available as part of Advent compliance. | |
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Exception management Process for identifying, tracking, and resolving compliance exceptions |
Exception management workflows support compliance breach resolution. | |
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Regulatory frameworks supported Number of different regulatory frameworks supported by the system |
No information available |
Technology & Integration
(12 Yes /12 Known /14 Possible features)
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API availability Comprehensive APIs for integration with other systems |
A comprehensive and well-documented API set is available (see product docs). | |
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Cloud deployment Availability of cloud-based deployment options |
Cloud deployment (hosted/SaaS) is available for Advent. | |
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On-premises deployment Ability to deploy the system on-premises |
On-premises deployments are available (longstanding feature of Advent). | |
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Mobile compatibility Availability of mobile apps or responsive design for mobile devices |
Advent has mobile-friendly app/portal access (marketed on their solution pages). | |
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Single sign-on Support for enterprise single sign-on solutions |
Single sign-on (SSO) is available for enterprise deployments. | |
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Data warehouse integration Ability to integrate with enterprise data warehouses |
Data warehouse integration is supported for larger clients. | |
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Custodian connectivity Pre-built integrations with major custodians |
Pre-built connectivity with major custodians is a flagship feature. | |
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CRM integration Integration capabilities with CRM systems |
CRM systems (Salesforce, Redtail, etc.) are supported via integration. | |
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Data import/export Tools for importing and exporting data in various formats |
Data import/export in standard formats is available across Advent modules. | |
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Customization capabilities Extent to which the system can be customized without vendor involvement |
Extensive customization via user-level/workspace-level settings and custom workflows is supported. | |
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Disaster recovery Robust disaster recovery capabilities and processes |
Disaster recovery/BCP are available and certified as part of Advent’s enterprise offering. | |
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Multi-factor authentication Support for multi-factor authentication methods |
Multi-factor authentication is supported for client/advisor user login. | |
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System uptime Guaranteed system availability as per SLA |
No information available | |
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Database performance Speed of database query execution for common operations |
No information available |
User Experience & Support
(12 Yes /12 Known /14 Possible features)
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Interface customization Ability for users to customize their interface and workflows |
User-level interface and workflow customization is described as available in the UI settings. | |
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Role-based access control Granular control over user permissions based on roles |
Role-based permissions and access controls are supported out of the box. | |
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Multi-language support Availability of the interface in multiple languages |
Multi-language support is available for the interface for global users. | |
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User training resources Comprehensive training materials and programs |
Comprehensive training resources (guides, videos, webinars) are provided. | |
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Support SLA Defined service level agreements for technical support |
Support SLAs are available for clients, as described in Advent’s service agreements. | |
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User community Active user community for knowledge sharing |
An active Advent user community exists for sharing knowledge and best practices. | |
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In-app guidance Contextual help and guidance within the application |
In-app guidance and contextual help are available within the platform. | |
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Implementation services Professional services for system implementation |
Implementation consulting services are offered to all institutional Advent clients. | |
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Regular updates Frequency and transparency of system updates and enhancements |
Product updates are announced and released regularly with version tracking. | |
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Sandbox environment Availability of sandbox or test environments |
Sandbox/test environments are available for development/training uses. | |
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Client success management Dedicated client success resources for ongoing support |
Dedicated client success managers are available for ongoing support. | |
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User feedback mechanism Process for users to provide feedback and enhancement requests |
User feedback tools and enhancement request processes are standard. | |
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Support response time Average time to first response for support tickets |
No information available | |
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Supported concurrent users Maximum number of concurrent users the system can support |
No information available |
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