at Financial Technnology Year
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SS&C Advent from SS&C Technologies
Offers a comprehensive suite of services for data management and reporting, including portfolio management, compliance, and performance measurement with robust data visualization capabilities.
Product analysis by function
Data Visualization Tools for Data Management
Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
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Data Integration
(10 Yes /10 Known /11 Possible features)
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Multiple Data Source Connectivity Connects to diverse data sources such as SQL databases, flat files, cloud storage, and APIs. |
SS&C Advent is positioned as a comprehensive fund data management platform and has integrations for connecting to multiple data sources, including portfolios, custodians, market data, and pricing services. | |
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Automated Data Refresh Schedules and executes automated updates of datasets from their respective sources. |
Product documentation and marketing state that automated data feeds and scheduled updates are core to Advent's data ingestion workflows. | |
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Real-time Data Feed Support Supports live streaming or updates of data for up-to-the-minute visualization. |
Supports real-time and near-real-time feeds for pricing, compliance, and portfolio updates through API and direct connections with custodians and market data providers. | |
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Custom Data Connectors Allows the creation or scripting of user-defined connectors for bespoke data sources. |
Advent includes options for custom connectors based on client-specific sources and scripting support is available for advanced clients. | |
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Data Blending Capability to merge and manipulate data from multiple sources in a single view. |
Data blending/merging from multiple sources is fundamental to Advent's portfolio and performance reporting. | |
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Data Mapping Facilitates schema mapping and field matching across different data structures. |
Data mapping is offered as part of its data onboarding and reconciliation tools for field mapping and schema harmonization. | |
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Scheduled Data Imports Ability to schedule regular imports from chosen data sources at defined intervals. |
Scheduled data imports are mentioned as a default feature in product documentation and case studies. | |
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Batch Data Processing Processes large volumes of data in batches for efficiency. |
Highlights batch processing for large portfolios and fund data reconciliation. | |
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Change Data Capture (CDC) Detects and synchronizes only data changes, enhancing efficiency in updating visualizations. |
. | No information available |
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API Integration Integrates directly with external APIs (e.g., Bloomberg, Reuters) to fetch up-to-date financial data. |
Native API integrations for Bloomberg, Reuters, and custom market data are listed as supported. | |
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Data Quality Checks Automated checking of imported data for completeness and format issues. |
Data quality checks and exception management is a core feature highlighted in data reconciliation modules. |
Usability & Accessibility
(8 Yes /8 Known /11 Possible features)
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Drag-and-Drop Interface Enables users to create or modify visualizations without programming. |
Product UI screenshots and documentation confirm a drag-and-drop interface for setting up dashboards and reports. | |
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Customizable Dashboards Users can tailor dashboards to their roles or preferences. |
Dashboards are highly customizable by user/role, as shown in marketing collateral. | |
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Role-Based Access Control Allows defining different access rights for various users or groups. |
Supports RBAC for data, report, and admin functions as per technical documentation. | |
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Responsive Design Optimizes visualizations across devices, including mobile and web. |
Web app is responsive and mobile optimized according to SS&C Advent product site. | |
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Multi-language Support Supports users operating in different languages. |
Multi-language is a standard feature for global clients; documentation references language/localization options. | |
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Keyboard Navigation Offers keyboard-based controls for improved accessibility. |
No information available | |
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Screen Reader Support Ensures compatibility with assistive technologies for visually impaired users. |
No information available | |
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Pre-built Templates Provides ready-made templates for common visualization needs. |
Extensive library of pre-built templates for fund, portfolio, and compliance reporting. | |
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Contextual Help & Tooltips In-app guidance and tooltips to assist users in using features. |
Product screenshots show tooltips and contextual guidance for users. | |
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User Customization Save Slots Stores and retrieves personalizations for future sessions. |
Allows users to save and load multiple dashboard/report customizations. | |
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Dark Mode Supports color schemes suitable for low-light environments. |
No information available |
Visualization Capabilities
(11 Yes /11 Known /11 Possible features)
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Wide Range of Chart Types Supports charts like line, bar, pie, area, scatter, heatmap, treemap, and more. |
Supports a broad range of chart types and visualization options as shown in product documentation. | |
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Time Series Visualization Specialized tools for showing trends, seasonality, and anomalies in time-based data. |
Time series visualization is essential for performance measurement and reporting in the platform. | |
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Interactive Filters & Slicers Users can filter or slice data dynamically within visualizations. |
Interactive filters and slicers are visible in product UI for in-depth data exploration. | |
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Drill-down and Drill-through Allows users to explore data by clicking through deeper levels of detail. |
Drill-down and drill-through functionality is marketed as a key feature for analyzing data details. | |
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Custom Chart Creation Ability to script or define new, user-specific chart types. |
Custom charts can be built or scripted via advanced admin tools and APIs. | |
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Geospatial Maps Visualize geographic data with map overlays and customizable regions. |
Geospatial maps for portfolio geographic exposure are supported. | |
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Conditional Formatting Dynamic styling of visual elements based on value thresholds. |
Conditional formatting, including color scales and alerts, is available for report elements. | |
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Annotation and Commenting Add notes or comments directly onto charts for context. |
Users can annotate charts and tables directly within the interface. | |
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Storyboarding/Presentation Mode Tools to sequentially present visualizations as a narrative. |
Storyboarding and slide-style presentation are mentioned as available within dashboarding modules. | |
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Hierarchical Visualizations Supports tree, sunburst, or network diagrams for hierarchical data. |
Supports hierarchical visualizations such as tree and sunburst for fund of funds and entity structures. | |
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Dashboard Embedding Allows embedding dashboards in external applications or sites via iframe or API. |
Dashboards can be embedded in portals and 3rd party UIs per developer documentation. |
Collaboration and Sharing
(8 Yes /8 Known /11 Possible features)
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Real-time Collaboration Multiple users can work together on the same dashboard or report simultaneously. |
Collaboration is available, with multiple users able to work together on dashboards. | |
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Commenting & Discussion Threads Enables inline discussions and feedback on reported data or visuals. |
Users can comment and create discussion threads on reports and dashboards. | |
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Scheduled Sharing Automatically delivers reports or dashboards to designated recipients at set times. |
Scheduled report and dashboard sharing is supported natively. | |
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One-click Export Export charts and dashboards to PDF, Excel, PPT, or image formats. |
Export to PDF, Excel, PPT, and image formats is documented. | |
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Public Links Allows sharing of live dashboards with external stakeholders via secure URLs. |
Public and secure shareable links for dashboards and reports are available with access controls. | |
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Version History Track, review, and revert to earlier versions of dashboards or datasets. |
Version control/history for dashboards and major data sets is listed among product capabilities. | |
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Embedded Collaboration Tools Built-in chat, notifications, or tasks assigned within the platform. |
. | No information available |
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Access and Audit Logs Tracks user access and actions for security and compliance. |
User access/audit log and tracking is provided for compliance. | |
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Approval Workflows Facilitates workflow for peer review and management sign-off. |
. | No information available |
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Annotation Sharing Annotations and markups can be shared and viewed by authorized users. |
. | No information available |
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Integration with Collaboration Suites Integrates with platforms like Microsoft Teams, Slack, or Google Workspace. |
Integration with major collaboration suites like Microsoft Teams and Slack is documented in release notes. |
Data Security and Compliance
(7 Yes /7 Known /11 Possible features)
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Data Encryption at Rest and in Transit Encrypts stored and transmitted data to prevent unauthorized access. |
Data encryption in transit and at rest is confirmed by SS&C Advent technical and compliance documentation. | |
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User Authentication (SSO, MFA) Supports Single Sign-On and Multi-Factor Authentication. |
Supports SSO and MFA through integration with corporate authentication systems. | |
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Granular Permissions Access rights can be set at dataset, visualization, and user level. |
Granular permissions on datasets, dashboards, and user groups are configurable as per admin guide. | |
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Audit Trails Logs all access and changes made to data and dashboards. |
Detailed audit trails are maintained for report and data changes in compliance-sensitive workflows. | |
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Data Masking Masks sensitive data fields as per user or group policies. |
No information available | |
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Compliance Certifications Certified for industry standards (e.g. SOC 2, GDPR, CCPA, ISO 27001). |
SS&C states SOC 2, GDPR, and other certifications for their SaaS products including Advent. | |
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Data Residency Options Allows choice of data center location to meet jurisdictional requirements. |
Data residency is available for regulatory compliance; clients can choose data center region per contract. | |
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Automated Data Retention Policies Automates purging or archiving as per legal or regulatory schedules. |
No information available | |
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Secure API Access APIs require secure tokens/keys for integration. |
APIs use secure OAuth/token mechanisms per API developer guide. | |
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Intrusion Detection Monitors for and alerts on suspicious activity. |
No information available | |
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Secure Sharing Controls Share controls include expiration, password protection, and access revocation. |
. | No information available |
Performance and Scalability
(4 Yes /4 Known /11 Possible features)
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Concurrent User Support Maximum number of users that can use the platform simultaneously without degradation. |
No information available | |
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Dashboard Load Time Time taken to fully load a complex dashboard. |
No information available | |
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Maximum Data Volume Handled The upper limit of data (rows, size) that can be managed effectively. |
No information available | |
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Horizontal Scalability Capability to add more servers or resources to accommodate demand. |
Cloud-based architecture offers horizontal scalability for performance needs. | |
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In-memory Processing Uses RAM for faster data queries and visualization updates. |
In-memory processing is available for accelerated analytics and reporting. | |
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Caching Mechanism Stores frequently accessed data for rapid visualization reloading. |
No information available | |
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Optimized Query Execution Efficient algorithms for minimizing data retrieval and rendering times. |
Optimization for queries on large portfolios and markets is highlighted in documentation. | |
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Asynchronous Data Processing Processes large calculations or queries in background threads. |
No information available | |
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Failover and Redundancy Automatic recovery and backup mechanisms in case of interruptions. |
No information available | |
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Elastic Resource Allocation Dynamically assigns resources based on load. |
No information available | |
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Performance Monitoring Tools Monitors and visualizes system performance to detect bottlenecks. |
Includes system monitoring and alerting tools for performance management. |
Advanced Analytics Support
(6 Yes /6 Known /11 Possible features)
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Built-in Statistical Functions Offers statistical metrics (mean, median, standard deviation, etc.) as part of visualization. |
Statistical and financial functions (mean, standard deviation, etc.) are listed as built-in. | |
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Integration with Analytical Libraries Connects with Python, R, or other statistical/ML libraries. |
Supports integration with external analytical libraries (Python, R, etc.) for extensibility. | |
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Scenario Analysis Tools Supports ‘what-if’ and scenario modeling directly in dashboards. |
No information available | |
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Forecasting Models Supports ARIMA, exponential smoothing, or similar time series modeling. |
Forecasting models are available for performance and risk analytics. | |
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Custom Formula Editor Allows users to define custom calculations using formulas or code. |
Custom formula editor is available for user-defined calculations and metrics. | |
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Regression Analysis Supports building and visualizing regression models. |
No information available | |
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Correlation Analysis Identify and visualize relationships between variables. |
Correlation analysis tools for portfolio analytics are offered. | |
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Anomaly Detection Built-in tools to flag and visualize outlier data points. |
Anomaly detection is available in exception management and monitoring modules. | |
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Clustering Visualization Supports visualization of clusters or segmentations within fund portfolios. |
No information available | |
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Natural Language Query Enables users to ask questions in plain English and get visual answers. |
No information available | |
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Back-testing Framework Tools to run and visualize back-tests of investment strategies. |
No information available |
Customization and Extensibility
(10 Yes /10 Known /11 Possible features)
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Custom Branding Allows platforms and dashboards to be rebranded with client logos and colors. |
Custom branding and white-label options are available for clients and resellers. | |
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Plugin and Extension Marketplace Access to a library of add-ons for new features and integrations. |
Marketplace for extensions/plugins is promoted in Advent's extensibility documentation. | |
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Scripting Support Custom scripts (JavaScript, Python, etc.) for creating tailored functionality. |
Scripting for automation and custom functionality is available via admin toolkit. | |
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API for Programmatic Access RESTful or other APIs for automating or customizing workflows. |
APIs for integration and programmatic workflows are documented and supported. | |
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Custom Visual Component Creation Users/developers can build and add their own chart types. |
Developers can create custom visual components with Advent's extensible charting framework. | |
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Data Transformation Pipelines Extensible ETL (Extract-Transform-Load) processes for bespoke needs. |
Data transformation ETL pipelines are configurable and extensible. | |
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Custom Alerting Rules Define alerts and notifications based on complex user-defined logic. |
No information available | |
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Multi-tenancy Support Supports creation of segregated environments for different clients or business units. |
Advent can support multi-tenancy architectures for different client entities/business units. | |
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Localization and Internationalization Supports translation and adaptation to local conventions. |
Localization including date/number formats and translations as per documentation for international clients. | |
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White-label Embedding Embed visualizations in 3rd-party portals without vendor branding. |
White-label embedding options are available for partners and client branding. | |
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Workflow Automation Support Trigger actions or workflows from visual transactions or events. |
Workflow automation is possible through integrations and custom scripting triggers. |
Data Preparation and Transformation
(8 Yes /8 Known /11 Possible features)
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Data Cleansing Tools Identify and correct errors, fill blanks, and standardize formats. |
Data cleansing (dedupe, error correction, format standardization) is described in onboarding guides. | |
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Data Aggregation Easily group and summarize data at various levels. |
Data aggregation/grouping for reporting and exploration is a core platform function. | |
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Calculated Fields Create new fields based on custom equations or logic. |
Users can create calculated/custom fields in reporting modules. | |
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Time-series Data Handling Recognizes and handles time-based records efficiently. |
Handles time-series data for performance and market analytics. | |
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Data Normalization Standardizes disparate values for improved comparison. |
Data normalization tools are included for preparing diverse data. | |
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Pivot and Unpivot Tools Transforms data orientation for various analysis requirements. |
No information available | |
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Hierarchy Building Create parent-child relationships between data elements. |
Hierarchy building between portfolios/entities is possible for reporting structure. | |
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Data Sampling Take representative samples for performance and testing. |
No information available | |
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Automated Join Detection Recommends potential joins between tables based on schema analysis. |
Automated join detection for reconciliation and report creation is part of advanced data tools. | |
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Transformation Script Library Reusable pre-defined scripts for frequent transformations. |
No information available | |
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Reproducible Data Pipelines Design and execute repeatable data transformation flows. |
Repeatable, reproducible data pipelines are supported through workflow automation modules. |
Reporting & Distribution
(7 Yes /7 Known /11 Possible features)
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Automated Report Scheduling Schedule reports to be generated and delivered automatically. |
Reports can be scheduled for automated generation and distribution. | |
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Report Customization Modify the layout, branding, and content of generated reports. |
Report customization for layout, branding, and content is demonstrated in marketing and case studies. | |
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Multi-format Exports Supports exporting to multiple formats like PDF, Excel, CSV, PPT. |
Can export to PDF, Excel, CSV, PPT, and more. | |
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Parameterized Reports Allows users to input parameters and receive tailored reports. |
Parameterized reports available for client-specific configurations. | |
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Bursting Distributes personalized sections of a report to corresponding recipients. |
No information available | |
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Interactive Reporting Reports support drill-down, filtering, and dynamic exploration after distribution. |
Interactive reporting is supported with exploration, drill-down, and filtering after distribution. | |
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Compliance-friendly Report Archiving Archived reports conform to industry retention and audit requirements. |
Archiving conforms to financial services compliance requirements. | |
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Extensive Visualization Export Exports entire dashboards or specific visualizations with retaining interactivity (HTML, SVG). |
No information available | |
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On-demand Report Generation Authorized users can create reports instantly as needed. |
On-demand report generation is available for authorized users. | |
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Distributed Notification Integration Automatically notifies recipients via email, SMS, or messaging apps when new reports are available. |
No information available | |
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Report Scheduling Conflict Resolution Automated handling of overlapping report generation and distribution schedules. |
No information available |
Support, Documentation, and Community
(11 Yes /11 Known /11 Possible features)
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Comprehensive Documentation Complete user and developer guides, API references, and release notes. |
Comprehensive documentation and user guides are provided (confirmed on vendor site). | |
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In-app Tutorials Step-by-step tutorials available within the platform. |
Provides in-app and online tutorials for onboarding (noted in product support section). | |
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24/7 Support Round-the-clock technical support for global teams. |
24/7 support is provided for enterprise clients (confirmed on vendor SLA and contact pages). | |
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Active User Community Access to a vibrant ecosystem of users for advice and resource sharing. |
User community resources, forums, and client advisory groups available. | |
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Professional Training Formal training sessions, webinars, or certifications for users and admins. |
Professional training, webinars, and certification listed on Advent’s service offerings. | |
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Knowledge Base/FAQs Repository of frequently asked questions and best practices. |
Knowledge base and FAQ resources are offered online for users. | |
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Custom Support Packages Tiered or bespoke support offerings depending on organization needs. |
Custom support packages and tailored service levels documented as available. | |
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Regular Feature Updates Consistent new feature rollouts and maintenance updates. |
Regular feature updates and enhancements shown in product release notes. | |
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Bug Tracking and Feedback Mechanisms Channels for submitting bugs, feature requests, and getting status updates. |
Bug tracking and feedback can be submitted via client portal and tracked. | |
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Multi-channel Support Access Reach help via chat, phone, email, and ticketing systems. |
Support access via multiple channels (phone, email, portal, ticket) is available. | |
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Service Level Agreements (SLAs) Defined response and resolution times for support issues. |
Service Level Agreements (SLAs) with defined response and resolution times are contractually mandated. |
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