at Financial Technnology Year
Please contact them if you have any questions.
SS&C Advent Portfolio Exchange from SS&C Technologies
A comprehensive investment management software that provides portfolio management, accounting, and performance analytics, tailored for asset managers and institutional investors.
Product analysis by function
Factor Analysis Platforms for Investment Strategy & Asset Allocation
Software that analyzes and decomposes investment returns into systematic factor exposures (such as value, momentum, quality) to understand portfolio characteristics and develop factor-based strategies.
More Factor Analysis Platforms
More Investment Strategy & Asset Allocation ...
Data Integration & Quality
(7 Yes /7 Known /13 Possible features)
|
Multi-source Data Connectivity Ability to connect and synchronize with various financial data providers, custodians, and internal databases. |
SS&C Advent supports integration with custodians, data feeds, and internal databases as part of its standard platform capabilities. | |
|
Data Cleaning Tools Automated or manual tools to handle missing values, outliers, and standardize formats. |
Platform documentation and marketing note advanced reconciliation, exception-based workflows, and data hygiene tools. | |
|
Real-time Data Updates Support for streaming or near real-time data feeds. |
System supports near real-time data feeds and portfolio updates as cited in official product literature. | |
|
Historical Data Depth The number of years of historical data accessible for analysis. |
No information available | |
|
Data Quality Scoring System rates the accuracy, completeness, and reliability of datasets before use. |
No information available | |
|
Custom Data Import Ability for users to upload and map proprietary datasets. |
APX enables importing custom/proprietary files and mapping them to the APX data model as supported in documentation. | |
|
Automated Data Mapping System auto-maps fields between source and destination datasets. |
No information available | |
|
Data Lineage Tracking Tracks the origin and transformations of data (audit trail). |
No information available | |
|
Coverage Universe Number of asset classes, securities, or regions supported. |
No information available | |
|
API Access APIs for importing and exporting data programmatically. |
API integration is a core feature: see product API docs and developer resources. | |
|
Frequency of Data Refresh How often data can be refreshed or updated. |
No information available | |
|
Data Encryption All data in transit and at rest is encrypted. |
Encryption in transit and at rest is required for institutional clients; Advent literature specifically claims this capability. | |
|
Error Reporting & Logging System provides clear error logs for data issues. |
Platform provides logging, reconciliation error logs, and audit trails as part of its workflow. |
Factor Modeling
(0 Yes /0 Known /13 Possible features)
|
Prebuilt Factor Libraries Comprehensive set of standard factors (e.g., size, value, quality, momentum). |
No information available | |
|
Custom Factor Creation Users can define new factors using formulas, custom data, or machine learning. |
No information available | |
|
Factor Backtesting Historical performance simulation of factors and strategies. |
No information available | |
|
Factor Exposure Calculation Automated calculation of portfolio exposures to specific factors. |
No information available | |
|
Multi-level Factor Hierarchies Supports grouping of factors into themes or higher-level categories. |
No information available | |
|
Factor Covariance Estimation Statistical estimation of relationships between factors. |
No information available | |
|
Time-varying Factor Models Allows for factor model parameters to adjust through time. |
No information available | |
|
Hierarchical Risk Decomposition Risk attribution can be broken out by multiple layers of factors. |
No information available | |
|
Regression Model Options Multiple regression and statistical model choices for factor estimation. |
No information available | |
|
Machine Learning Integration Supports use of machine learning for factor identification or construction. |
No information available | |
|
Factor Sensitivity Analysis Simulate portfolio sensitivity to factor changes. |
No information available | |
|
Persistent Beta Tracking Tracks and reports betas for factors and assets over time. |
No information available | |
|
Number of Supported Factors Maximum number of factors that can be included in a single model. |
No information available |
Portfolio Construction & Optimization
(10 Yes /10 Known /13 Possible features)
|
Multi-objective Optimization Supports optimization for multiple targets (e.g., maximize returns, minimize risk, optimize for specific factors). |
APX supports return- and risk-based optimization, constraints, and factor/risk minimization as outlined in marketing and RFPs. | |
|
Constraint Handling Allows custom exposure constraints (sector, region, factor, ESG). |
Portfolio constraints for sector, region, and other exposures are standard functionality for institutional platforms. | |
|
Transaction Cost Modeling Integrates impact of trading costs in portfolio rebalancing. |
APX offers support for modeling trading costs as part of its optimization and what-if analysis workflows. | |
|
Turnover Calculation Calculates expected or historical portfolio turnover rates. |
Turnover analysis is a core portfolio management metric provided in Advent. | |
|
Scenario Analysis Runs hypotheticals to test portfolio outcomes under different assumptions. |
Scenario analysis modules test impact of hypothetical changes, as cited in data sheets and the solution overview. | |
|
Stress Testing Evaluates portfolio reactions under extreme market events. |
Stress testing is included in the risk analytics suite according to product feature lists. | |
|
Multi-Period Optimization Optimization over multiple time steps, not just single-period. |
No information available | |
|
Max Portfolio Size Maximum number of securities actively handled in a portfolio. |
No information available | |
|
Automated Rebalancing Suggestions Platform suggests trades to maintain factor exposures. |
Rebalancing suggestions are part of APX's workflow management, assisting in maintaining target allocations. | |
|
Pre/Post-trade Analytics Analysis of expected and actual factor exposures before and after trades. |
Pre- and post-trade analytics are offered for compliance and oversight purposes as cited in platform datasheets. | |
|
Portfolio Drift Alerts System alerts when portfolios drift from target factor exposures. |
APX has monitoring to detect and alert on portfolio drift from target allocations. | |
|
Multi-currency Optimization Supports portfolios in different base currencies and FX risk adjustment. |
Supports multi-currency portfolios and related optimization, as stated in documentation. | |
|
ESG/SRI Overlay Ability to integrate environmental, social, and governance screens into optimization. |
No information available |
Risk Analytics & Attribution
(7 Yes /7 Known /12 Possible features)
|
Factor-based Risk Decomposition Breaks down total risk by component factors. |
Factor-based risk attribution is a supported Advent capability (see technical documentation and product sheets). | |
|
Value at Risk (VaR) and Expected Shortfall Calculation of factor or portfolio-level risk metrics. |
Value at Risk and similar risk metrics are standard features for Advent's advanced analytics modules. | |
|
Factor-Based Performance Attribution Attributing performance to factor exposures or timing. |
Performance attribution to factors or style is part of Advent’s reporting suite. | |
|
Relative vs. Absolute Risk Analysis Compares risk to benchmarks as well as standalone portfolios. |
Relative/absolute risk comparison to benchmarks is available as a standard analysis option. | |
|
Contribution to Risk (CTE/CTR) Provides % risk contribution by asset or factor. |
Portfolio-level and by-asset/factor risk contributions are included in advanced risk reporting (see technical overview). | |
|
Conditional Risk Analysis Risk analysis conditional on macroeconomic or market events. |
No information available | |
|
Rolling Window Analytics Support for rolling analysis (e.g., rolling beta, rolling risk). |
Rolling window analytics are typical for risk and return analysis modules. | |
|
Risk Limits Monitoring Allows pre-set boundaries for factors or portfolio risk metrics. |
No information available | |
|
Marginal Risk Analysis Measures risk added or removed by individual securities or factors. |
No information available | |
|
Backtest Drawdown Analysis Examines historical drawdowns tied to factors. |
Backtested drawdown and loss analyses are part of historical risk workflows in the analytics modules. | |
|
Time to Compute Risk Stats Time taken to run a full risk analysis report. |
No information available | |
|
Factor Interaction Analytics Examines nonlinear effects/interactions across factors. |
No information available |
Reporting & Visualization
(8 Yes /8 Known /11 Possible features)
|
Customizable Dashboards Configurable real-time dashboards showing factor, portfolio, and risk stats. |
Custom dashboards and saved workspace configurations are standard features for reporting in APX. | |
|
Factor Exposure Heatmaps Visual representations of factor exposures across portfolios or time. |
Heatmaps for exposures and risk metrics are supported in data visualization modules. | |
|
Scenario & What-If Visualization Interactive graphs to visualize different analysis scenarios. |
Scenario and what-if analysis modules offer interactive visualization (per product datasheet). | |
|
Automated Periodic Reporting Scheduling and generation of automated performance and risk reports. |
Automated scheduled reporting (daily, weekly, monthly) is noted in marketing and product guides. | |
|
Multi-format Reports Export Supports exporting reports in PDF, Excel, PowerPoint, etc. |
Supports exports to PDF, Excel, and other formats—a major selling point for client reporting. | |
|
Ad Hoc Query Builder Users can design custom queries and tables on demand. |
Ad hoc query/report designer referenced in official demos and documentation. | |
|
White-labeling Options Offers custom branding/logos on reports and dashboards. |
White-labeling for client-ready reports is a supported feature according to product literature. | |
|
Mobile/Tablet Visualization Support Reports and dashboards adapt to mobile devices. |
No information available | |
|
Interactive Charting Tools Drill-down capability in visualizations for deeper insights. |
Interactive dashboards with drill-down capability demonstrated in marketing overviews. | |
|
Automated Commentary Generation System can write brief text narratives about results. |
No information available | |
|
Report Customization Time Average time to customize and create a new standard report. |
No information available |
Collaboration & Workflow
(4 Yes /4 Known /10 Possible features)
|
Role-based Access Controls Fine-grained permission system for users, teams, and departments. |
Role-based access controls are configurable from the APX admin interface; referenced in security/data sheets. | |
|
Collaborative Annotations Team members can add notes and comments on datasets, factors, or analysis outputs. |
No information available | |
|
Audit Trail for Changes Tracks changes to factors, data, and models with timestamps and user IDs. |
Audit trails and change logs are part of standard compliance and control processes in Advent. | |
|
Version Control for Models Supports saving, restoring, and comparing multiple versions of factors or models. |
No information available | |
|
Approval Workflows Structured approval process for production usage or large changes. |
No information available | |
|
Comment Threading Organized comment histories on analyses or reports. |
No information available | |
|
User Activity Dashboard Visualization of recent activity by all team members. |
No information available | |
|
Notification System Alerts and notifications for changes, approvals, or data imports. |
APX systems provide alerting and notification workflows for data updates and exceptions. | |
|
Report Sharing/Publishing Easy mechanism to securely share insights within or outside organization. |
Report sharing within and outside the organization is part of the reporting engine. | |
|
Simultaneous Multi-user Editing Supports multiple users working in parallel on the same project. |
No information available |
Integration & APIs
(7 Yes /7 Known /10 Possible features)
|
RESTful API Endpoints Exposes platform data and analytics for external integration. |
REST API support for data and workflow integration is available and documented. | |
|
Batch Data Export Bulk export of time series, factor scores, and risk reports. |
Bulk export functionality included for reporting and integration with downstream systems. | |
|
Order Management System (OMS) Integration Seamlessly sends trade suggestions to OMS platforms. |
OMS integrations are commonly cited, e.g., Advent Moxy or third-party systems. | |
|
Portfolio Management System (PMS) Integration Connects with PMS for real-time holdings and exposures. |
Integration with PMS, both Advent and third-party, is commonly supported. | |
|
SFTP/FTP Support Bulk file transfer through secure FTP protocols. |
Secure FTP support for large file transfers is available in the integration toolkit. | |
|
Webhooks for Real-time Updates Pushes notifications and updates to other systems using webhooks. |
No information available | |
|
Custom Scripting Support Allows custom scripts (Python, R, etc.) to automate workflows. |
No information available | |
|
Third-party Ecosystem Support Able to connect with popular financial data and analytics providers. |
Standard interfaces with Bloomberg, FactSet, and other major data providers are included. | |
|
API Rate Limits Maximum calls per second for stable operation. |
No information available | |
|
OAuth/SSO Authentication Supports Single Sign-On and industry-standard authentication. |
SSO (SAML, OAuth) with enterprise providers is a common deployment option for Advent. |
User Interface & Usability
(5 Yes /5 Known /10 Possible features)
|
Intuitive Navigation Logical layout reduces clicks and speeds up workflows. |
User interface follows modern design conventions; documentation and user feedback highlight efficient workflows. | |
|
Multi-language Support Interface is available in multiple languages. |
No information available | |
|
Accessibility Features Support for visually impaired users (high contrast, screen readers, keyboard navigation). |
No information available | |
|
Responsive Design Adapts to different screen sizes and devices. |
Platform is web-based and supports various screen sizes (desktop, browsers, tablets). | |
|
Customizable Shortcuts Allows users to create or edit key shortcuts for frequent actions. |
No information available | |
|
Search Functionality Comprehensive search for factors, securities, reports, and documentation. |
Search functionality is built in for portfolios, clients, and instruments. | |
|
Step-by-step Wizards Guided workflows for complex processes. |
No information available | |
|
In-app Help/Tooltips Contextual help is available at all major interface points. |
Tooltips and online help are embedded in most platform screens. | |
|
Load Time for Major Screens Average load time for analytics dashboard or factor model screens. |
No information available | |
|
User Profile Customization Custom dashboards and settings for individual users. |
End-user customization of dashboards and screens is available. |
Security & Compliance
(7 Yes /7 Known /10 Possible features)
|
Role-based Access Control Granular permissions for users, admins, and external users. |
Role-based access and permission settings are detailed in product security documentation. | |
|
Two-Factor Authentication (2FA) Optional or required multi-factor authentication for enhanced login security. |
Two-factor authentication via integration and secure login portals is a common feature for institutional systems like Advent. | |
|
Comprehensive Audit Logs All user/system actions are logged for compliance and troubleshooting. |
Comprehensive audit logs are part of internal control and compliance capabilities as stated in the platform overviews. | |
|
GDPR/CCPA Compliance System is designed to meet major global privacy regulations. |
Advent compliance page and RFP responses reference GDPR and CCPA compliance. | |
|
Encryption in Transit and at Rest All user and financial data is encrypted both during transfer and storage. |
Encryption of all data in transit and at rest is listed under security practices in documentation. | |
|
Penetration Testing Frequency Times per year third-party penetration tests are conducted. |
No information available | |
|
Data Backup Frequency How often critical data is backed up securely. |
No information available | |
|
Single Sign-On Support Integration with enterprise identity solutions (Azure AD, Okta, etc.). |
APX offers SSO integration with major identity providers as part of enterprise deployments. | |
|
IP Whitelisting/Geo-fencing Restrict access by physical location or approved network contexts. |
Configurable IP-based and geo-fencing rules are noted in security add-ons for larger institutions. | |
|
Automated Threat Detection Detection and alerts for suspicious user/system activity. |
No information available |
Performance & Scalability
(4 Yes /4 Known /10 Possible features)
|
Concurrent User Capacity The maximum number of concurrent users supported with no performance degradation. |
No information available | |
|
Analysis Throughput Number of portfolios and datasets the platform can analyze per day. |
No information available | |
|
Peak Data Upload Size Largest supported file/dataset for loading/upload. |
No information available | |
|
Average Report Generation Time Typical time taken to generate a complex portfolio report. |
No information available | |
|
Uptime SLA Guaranteed platform uptime percentage. |
No information available | |
|
Autoscaling Infrastructure System resources automatically scale to support large computational loads. |
Cloud-native resources scale based on demand to support larger workloads. | |
|
Batch Processing Support Handles bulk analysis jobs without user intervention. |
Batch/bulk processing for reporting and reconciliation is documented as core functionality. | |
|
Geographically Redundant Hosting System is deployed in multiple data centers to minimize downtime. |
Hosting options in multiple global data centers, including redundancy, are mentioned in SaaS security overview. | |
|
Cloud/On-premise Deployment Options Flexible hosting for large/sensitive clients. |
Clients may choose either cloud or on-premise deployments; referenced in product datasheets. | |
|
Parallel Model Runs Number of concurrent factor models that may be run in parallel. |
No information available |
Support & Training
(7 Yes /7 Known /10 Possible features)
|
24/7 Customer Support Live technical and product support always available. |
24/7 product and technical support for institutional clients is referenced on SS&C Advent product support pages. | |
|
Dedicated Account Manager Named primary contact for large clients or key accounts. |
Dedicated account managers are provided for key accounts, according to client service outlines. | |
|
Extensive Documentation Detailed user manual, API docs, and frequently asked questions. |
Extensive online and PDF documentation available, including API docs. | |
|
Onboarding Workshops Live or recorded sessions for initial user onboarding. |
Onboarding support includes live/recorded sessions for initial platform setup. | |
|
In-product Guided Tutorials Step-by-step tours of core platform features. |
In-platform guided tours and help tips are documented in onboarding workflows and help guides. | |
|
Online Knowledge Base Searchable, up-to-date library of how-tos and best practices. |
Knowledge base and searchable documentation tools are noted in customer support resources. | |
|
Active User Community Forum or user group for peer-to-peer support and networking. |
No information available | |
|
Training Certification Programs Users can earn certificates in platform proficiency. |
No information available | |
|
Average Response Time Median time to initial response for support cases. |
No information available | |
|
Custom Training Services Tailored training for teams or enterprise deployments. |
Custom and enterprise training (virtual and onsite) referenced in service programs. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.