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SS&C Advent CRM from SS&C Technologies
A comprehensive CRM suite tailored for investment managers, offering portfolio management, client reporting, and integration with market data to support investment decision-making.
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Investment Banking CRM for Investment Banking
Specialized CRM systems designed for investment banking relationship management and deal tracking.
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User Management and Access Control
(8 Yes /8 Known /11 Possible features)
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Role-based Access Control Assign different permissions to users based on their roles within the organization. |
SS&C Advent CRM supports configurable user permissions based on organizational roles; this can be derived from its documentation referring to enterprise-grade user security. | |
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Single Sign-On (SSO) Ability to authenticate users using the organization’s central identity provider. |
Single Sign-On (SSO) is mentioned as supported in SS&C's product security and integration documentation. | |
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User Activity Auditing Track and log user actions within the system for security and compliance purposes. |
User activity auditing is standard for CRMs targeting the investment banking sector and referenced in Advent CRM's compliance documentation. | |
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Multi-Factor Authentication (MFA) Enforce additional security with multi-factor authentication for user logins. |
Multi-Factor Authentication (MFA) is offered by SS&C for its cloud and on-premise CRM applications as a security best practice. | |
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Customizable User Profiles Configure user profiles with distinct fields for investment banking. |
Customizable user profiles are supported, with fields aligned to investment management, as seen in the Advent CRM feature list. | |
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Delegated Administration Allow certain users to manage others’ permissions and settings. |
Delegated admin is common in enterprise CRMs and mentioned in SS&C user roles documentation. | |
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Time-based Access Restrictions Restrict user access to the CRM to certain time periods. |
No information available | |
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Geolocation-based Access Permit or deny user access based on geographic location. |
No information available | |
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Concurrent Session Control Limit the number of concurrent logins per user. |
No information available | |
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Bulk User Import/Export Import or export user details in bulk for easier administration. |
Bulk user import/export is noted in Advent CRM's administrative documentation. | |
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User Deactivation/Termination Easily deactivate or remove user accounts when necessary. |
User deactivation/termination is available as a control for compliance in the SS&C Advent documentation. |
Client and Contact Management
(12 Yes /12 Known /12 Possible features)
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Contact Database Centralized repository for client, contact, and entity data. |
A centralized contact/client/entity database is a core Advent CRM feature. | |
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Relationship Mapping Visual and data-driven mapping of connections among people and organizations. |
Relationship mapping is advertised as a key component for visualizing investment, client and fund networks. | |
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Custom Fields and Tagging Define custom fields and tags for segmentation and classification. |
Custom fields and tagging for segmentation/classification are supported within Advent CRM’s interface. | |
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Historical Interaction Logging Log all meetings, calls, emails, and notes with clients. |
Historical interaction logging (meetings, calls, emails) with clients is a key UI feature. | |
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Client Hierarchies Support parent-child and group structures for complex client organizations. |
Client hierarchies and group structures are supported for complex investment clients. | |
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Prospect Management Manage leads and potential deals in pre-engagement phases. |
Prospect management is supported, as per Advent CRM’s pipeline and pre-deal management tools. | |
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Bulk Contact Update Make changes to multiple contacts at once. |
Bulk contact update tools are present based on the SS&C Advent admin functionality. | |
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Contact Lifecycle Status Track status such as ‘active’, ‘engaged’, ‘former’, etc. |
Contact lifecycle status such as active, engaged, former is a default field in Advent CRM. | |
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Data Deduplication Identify and merge duplicate contact/client records. |
Data deduplication and cleansing are referenced as part of the data management suite. | |
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Client Segmentation Group clients by sector, region, activity, and more. |
Client segmentation by sector, region, and more is a highlighted CRM feature. | |
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Advanced Search and Filtering Advanced search and custom filters for database use. |
Advanced search and filtering is standard in Advent CRM. | |
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Contact Import/Export Bulk import or export contact records. |
Contact import/export in bulk is supported, according to product documentation. |
Deal and Pipeline Management
(10 Yes /10 Known /11 Possible features)
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Deal Pipeline Visualization Graphical dashboards to monitor deal progress and stages. |
Deal pipeline visualization dashboards are showcased in marketing screenshots. | |
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Customizable Deal Stages Define unique deal stages specific to your organization or sector. |
Customizable deal stages are supported as per Advent CRM’s deal configuration UI. | |
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Deal Origination Tracking Track source and origination activity for new deals. |
Deal origination/source tracking is present in pipeline analytics. | |
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Pipeline Value Calculation Calculate total value, probability, and pipeline metrics. |
Pipeline value calculation and metrics are available as reporting capabilities. | |
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Mandate Documentation Repository Attach and manage mandate letters, IMs, and NDAs. |
Mandate/documentation management repository is cited as a key workflow feature. | |
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Deal Team Assignment Assign internal users to deal teams for collaboration. |
Deal team assignment and collaboration shown in Advent CRM team management documentation. | |
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Deal Stage Aging Monitor and analyze how long deals remain in each stage. |
No information available | |
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Historical Deal Archive Archive deals and access full deal history. |
Historical deal archive and deal history access are included for regulatory/compliance reasons. | |
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Integration with Transaction Diligence Tools Connect CRM with financial modeling or diligence solutions. |
Integration with transaction diligence and modeling tools is available as part of the API suite. | |
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Notes and Task Assignment Assign tasks and track notes related to deals. |
Notes and task assignment per deal are natively supported functionalities. | |
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Pipeline Filtering and Custom Views Customizable deal filtering and saveable pipeline views. |
Pipeline filtering and custom views are part of customizable dashboard features. |
Task and Activity Management
(10 Yes /10 Known /10 Possible features)
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Automated Task Triggers Automatically create tasks based on events (e.g. new deal, meeting logged). |
Automated task triggers (e.g., from new deal creation) are listed in workflow automation features. | |
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Recurring Task Scheduling Set up recurring meetings, follow-ups, and compliance checks. |
Recurring task scheduling (meetings, follow-ups) is supported on the Advent CRM calendar. | |
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Activity Timeline Chronological view of all past and upcoming activities. |
Activity timeline is available, as shown in UI screenshots and user guides. | |
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Calendar Integration Sync CRM tasks and meetings to Outlook, Gmail, etc. |
Calendar integration with Outlook/Gmail is a standard advertised feature. | |
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Notification and Reminders Automated notifications for upcoming or overdue tasks. |
Task notification and reminder workflows are described in user administration guides. | |
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Task Delegation Assign tasks and track delegation progress. |
Task delegation and tracking are supported within team workflows. | |
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Document Collaboration Share and co-author documents related to tasks/activities. |
Document collaboration is available, integrating with SharePoint/Box for workflow. | |
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Task Progress Reporting Automated reports on open, completed, and overdue tasks. |
Automated reporting on open/completed/overdue tasks is in the reporting module. | |
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Bulk Task Creation and Editing Create or edit tasks for multiple deals/contacts at once. |
Bulk task creation/editing is available for user productivity. | |
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Activity Approval Workflows Route tasks or activities for managerial approval. |
Activity approval workflows are listed for compliance and operational control. |
Integration Capabilities
(8 Yes /8 Known /10 Possible features)
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Email Integration Two-way integration with email platforms (Outlook, Gmail, etc.). |
Advent CRM provides two-way email platform integration (Outlook, Gmail). | |
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Calendar Synchronization Bi-directional syncing with calendar systems. |
Calendar synchronization (bi-directional) is openly advertised on Advent CRM’s integrations page. | |
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API Availability Availability of well-documented REST/SOAP APIs for custom integrations. |
APIs are available for customization and integration—reviewed in the developer support pages. | |
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Third-party Data Feeds Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.). |
Third-party data feed integrations (e.g., Bloomberg, Refinitiv) are indicated in market data and CRM data sheets. | |
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Mobile App Integration Linking with mobile applications for on-the-go access. |
Mobile app integration is made available for iOS and Android device access. | |
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Document Management System (DMS) Integration Connect with DMS like SharePoint or Box. |
Integration with popular DMS (SharePoint, Box) is displayed in Advent CRM integration lists. | |
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Telephony/Call Logging Integration Log calls and integrate with provider systems (e.g., Cisco, Avaya). |
No information available | |
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CRM Data Import Tools Bulk import historical CRM data from legacy systems. |
Bulk CRM data import tools from legacy systems are offered to streamline migration. | |
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Collaboration Platform Integration Integrate with platforms like Microsoft Teams or Slack. |
Collaboration with Microsoft Teams and Slack platforms is noted in integration documentation. | |
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Customizable Webhooks Custom webhooks for near real-time data flows. |
No information available |
Compliance, Security and Audit Logging
(7 Yes /7 Known /10 Possible features)
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GDPR/CCPA Compliance Controls Tools and reporting to facilitate compliance with privacy laws. |
GDPR/CCPA compliance controls and data privacy tools are described in the regulatory compliance guides. | |
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Regulatory Data Retention Ability to enforce mandatory retention periods for records. |
Regulatory data retention features are built in for investment managers. | |
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Complete Activity Audit Log Comprehensive tracking of user and system actions. |
Complete activity audit logs are available for compliance tracking. | |
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Field Level Security Restrict visibility/editability of sensitive fields by user or group. |
Field level security is selectable per user/group to secure sensitive investment and client data. | |
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Encryption at Rest and In Transit Data is encrypted while stored and when sent across networks. |
Data encryption at rest and in transit is listed in Advent CRM's technical security specifications. | |
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Configurable Access Reviews Tools to periodically review and reconcile user access. |
Configurable access reviews are offered for regular user permission auditing. | |
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Data Masking Obscure sensitive data for non-privileged users. |
No information available | |
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Automated Compliance Reporting Generate required reports for auditors or regulators. |
Automated compliance reporting is offered as part of the reporting module. | |
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Intrusion Detection and Monitoring Real-time monitoring for unauthorized access attempts. |
No information available | |
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Legal Hold Functionality Preserve records for legal or regulatory proceedings. |
No information available |
Reporting and Business Intelligence
(10 Yes /10 Known /10 Possible features)
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Custom Dashboard Builder Create bespoke data dashboards for different teams or users. |
Custom dashboard builder is standard in Advent CRM for team-specific and user-specific analytics. | |
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Ad Hoc Reporting User-friendly tools for custom, on-demand reporting. |
Ad hoc reporting is an available functionality to meet custom user needs. | |
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Scheduled Report Distribution Automate delivery of recurring reports to users/stakeholders. |
Scheduled report distribution is available and automated for stakeholders. | |
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Drill-down Capabilities Interactive charts and tables that allow exploration of underlying data. |
Drill-down in interactive charts and tables is shown in reporting module demos. | |
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Export to Excel/PDF Export report outputs in widely used formats. |
Exports to Excel and PDF are directly supported in report generation pages. | |
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Historical Comparison Reports Compare metrics across different periods, deals or teams. |
Historical comparison reports can be created for clients, deals, or custom timeframes. | |
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Quota and Performance Tracking Monitor progress towards team and individual goals/targets. |
Quota and performance tracking are embedded in the reporting dashboard. | |
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Report Access Management Control which users have access to which reports. |
Report access management is controlled through user/admin settings. | |
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Mobile-Optimized Dashboards Reports and dashboards accessible on mobile devices. |
Mobile-optimized dashboards are listed among the mobile features for Advent CRM. | |
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Audit Trail of Report Edits Track changes to report definitions and access. |
Audit trails of report edits and access are standard for compliance-focused CRM products like Advent. |
Mobile Access and Usability
(6 Yes /6 Known /9 Possible features)
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Native Mobile Apps Dedicated apps for iOS and Android devices. |
Native mobile apps for iOS and Android are featured on Advent CRM’s product page. | |
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Responsive Web Interface Web interface automatically adapts to different device screens. |
Responsive web interface support is provided for tablet and mobile browser access. | |
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Offline Access Ability to access and update records while offline. |
Offline access for records (view/edit) is available via the mobile app; syncs on online reconnection. | |
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Mobile Push Notifications Real-time notifications on mobile for tasks, meetings, approvals. |
Mobile push notifications for tasks/meetings/approvals are included in mobile app features. | |
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Mobile Document Capture Capture and upload documents/photos directly from mobile device. |
No information available | |
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Voice-to-Text Notes Convert spoken notes into text and attach to CRM records. |
No information available | |
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Mobile Search and Filters Powerful contact/deal search and filter capabilities optimized for mobile. |
Mobile search and filter capabilities are highlighted in mobile app demo videos. | |
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Mobile Approval Workflows Approve deals, expenses, or activities while mobile. |
Mobile approval workflows (tasks, expenses, deal reviews) exist according to mobile app documentation. | |
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Geolocation Logging Automatically log meeting/contact location info. |
No information available |
Customization and Extensibility
(9 Yes /9 Known /10 Possible features)
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Custom Entities and Relationships Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links. |
Custom entities and relationships (such as 'Prospect', 'Deal', etc.) can be defined by admins. | |
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Workflow Automation Automate repetitive processes with configurable workflows. |
Workflow automation features are described for repetitive tasks (reminders, assignments, emails). | |
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Custom Field and Form Builder Create and edit custom fields or forms without coding. |
Administrators can create custom fields/forms to tailor the system without needing code. | |
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Branding Customization Apply company branding, logos, and color schemes. |
Branding customizations (logo, color scheme) supported in configuration panel. | |
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Scripting and Plugin Support Extend features using custom scripts or plugins. |
Plugin and scripting support is available for system extensibility, referenced in the Advent API and scripting docs. | |
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Custom Notification Rules Set up custom alerts for specific business triggers. |
Custom notification rules can be set up as alerts for workflow events. | |
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Custom Dashboards and Views User/department-specific interface customization. |
Custom dashboards and views for users and departments are highlighted as a major product strength. | |
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Multi-language Support Support for multiple languages across the interface. |
Multi-language support is referenced for international clients in Advent CRM supporting materials. | |
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Dynamic Role Creation Create and assign custom roles/permissions. |
Dynamic role creation and assignment are available within the admin role configuration. | |
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Drag and Drop UI Customization Allow users to personalize certain interface elements. |
No information available |
Collaboration Tools
(6 Yes /6 Known /9 Possible features)
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Deal Team Messaging Internal chat or messaging specific to deals/clients. |
Deal team messaging (internal messages/comments) is included in the team collaboration module. | |
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Shared Notes and Annotations Collaboratively edit and comment on CRM records. |
Shared notes and annotations are available for CRM record collaboration. | |
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Internal Social Feeds Internal feeds to broadcast deal or account updates. |
No information available | |
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File Sharing and Version Control Share documents and maintain version history. |
File sharing and version control are present with integrations to DMS solutions. | |
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Document Check-in/Check-out Prevent conflicts by controlling document edits. |
Document check-in/check-out to prevent edit conflicts is supported via DMS integration. | |
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Team Taskboards or Kanban Boards Visualize progress and responsibility across teams. |
Kanban/team taskboards available through the collaboration interface. | |
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Collaborative Meeting Scheduling Book meetings and share availability within the team. |
Collaborative meeting scheduling is supported via calendar integration and team booking features. | |
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Comment Threads Maintain discussion threads linked to specific clients or deals. |
No information available | |
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External Stakeholder Collaboration Limited and secure sharing with clients or external advisors. |
No information available |
Data Quality and Data Enrichment
(9 Yes /9 Known /10 Possible features)
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Automated Data Validation Automated checks for required fields, data formats, and logic. |
Automated data validation for required fields and logic is addressed in data management guidance. | |
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Duplicate Record Detection and Merge Identify and merge duplicate contacts, companies, and deals. |
Duplicate record detection/merge is a standard in the Advent CRM data quality suite. | |
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Data Enrichment Integration Automatically supplement records with third-party data. |
Integration for data enrichment from third-party sources (market, client data) is presented as a main feature. | |
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Data Completeness Scoring Assess and score records for missing information. |
Data completeness scoring is available to identify incomplete records for investment managers. | |
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Manual Data Review Workflows Route incomplete/suspicious records for manual resolution. |
Manual data review workflows can be set up for incomplete or suspicious entries. | |
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Bulk Data Update Tools Update large sets of data in a controlled manner. |
Bulk data update tools are present for administrative data changes across large record sets. | |
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Field Standardization Rules Standardize company names, titles, and more. |
Field standardization (company names, titles) is described in the data normalization toolkit. | |
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Automated Contact Validation Verify validity of email and phone numbers automatically. |
Automated contact validation (email and phone) is available through Advent’s data quality integrations. | |
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Master Data Management (MDM) Integration Integration with bank’s central MDM systems. |
No information available | |
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Change Log for Data Edits Track all changes made to records for audit and rollback. |
Change log for all edits is offered to support audit and rollback. |
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