at Financial Technnology Year
Please contact them if you have any questions.
Advent Genesis & Advent Client Portal from SS&C Advent
Offers a comprehensive solution for portfolio management, mobile client meetings, secure document vault, real-time communication tools, and personalized reporting. Empowers fund managers to engage with clients via mobile-friendly meetings and CRM integration.
Product analysis by function
Mobile Meeting Technology for Client Relationship Management
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
More Mobile Meeting Technology
More Client Relationship Management ...
Device Compatibility & Integration
(9 Yes /9 Known /14 Possible features)
|
Tablet Compatibility Supports all major tablet operating systems (iOS, Android, Windows). |
Product literature and website indicate support across mobile and tablet devices for mobile client meetings, suggesting compatibility with major tablet OS. | |
|
Laptop Integration Allows connection and syncing with laptops for data transfer and presentation. |
Integrates with existing desktop workflows, implies syncing with laptops for data and presentation. | |
|
Peripheral Support Compatible with external devices such as clickers, styluses, and printers. |
No information available | |
|
Wireless Display Connectivity Enables wireless connection to projectors, smart TVs, and conference room displays. |
No information available | |
|
Multi-Device Sync Synchronizes content in real-time across smartphones, tablets, and laptops. |
Mobile meetings and live CRM integration require real-time multi-device syncing. | |
|
Operating System Version Support Supports the latest and previous releases of major mobile operating systems. |
No information available | |
|
Third-Party App Integration Ability to integrate with CRM and productivity apps (e.g., Salesforce, Microsoft Office). |
Official documentation highlights integration with Salesforce and other productivity suites. | |
|
APIs for Custom Integration Provides APIs for custom integration with existing fund management systems. |
API support for custom integrations documented as part of the platform. | |
|
Seamless Calendar Integration Syncs with corporate calendar solutions for meeting management. |
Notes mention calendar sync as part of client meeting management. | |
|
Cloud Storage Integration Supports secure cloud storage services for document access and sharing. |
Secure document vault and file sharing are built on cloud storage integration. | |
|
Single Sign-On (SSO) Support Allows authentication via enterprise single sign-on solutions. |
Single sign-on via SAML/enterprise solutions referenced as standard for enterprise software. | |
|
Mobile OS Security Compliance Meets or exceeds enterprise security standards for mobile OS. |
Advent is positioned as enterprise-grade software, presumably meeting enterprise mobile security. | |
|
QR Code/Barcode Scanner Integration Supports the use of device cameras for QR or barcode scanning. |
. | No information available |
|
Hands-Free Operation Supports voice commands or hands-free navigation during meetings. |
. | No information available |
Security & Privacy
(10 Yes /10 Known /13 Possible features)
|
End-to-End Encryption Ensures all communications and data transfers are fully encrypted. |
Claims of bank-grade security and encrypted client communications reflect end-to-end encryption. | |
|
Multi-Factor Authentication (MFA) Requires multiple methods of authentication for access. |
SS&C Advent products are well known for compliance support including MFA. | |
|
Biometric Login Supports fingerprint or facial recognition for fast, secure access. |
No information available | |
|
Remote Wipe Capability Enables data to be deleted remotely from lost or stolen devices. |
Device management and security features often include remote wipe in enterprise solutions. | |
|
Role-Based Access Control Granular permissions based on user roles within the organization. |
Role-based access documented for SS&C Advent compliance workflows. | |
|
Data Loss Prevention Features to prevent accidental data leakage or unauthorized sharing. |
Data loss prevention expected based on secure document vault and compliance offering. | |
|
Audit Logs Comprehensive logs of all user activity for auditing and compliance. |
Regulatory support and compliance features imply comprehensive audit logging. | |
|
GDPR/Regulatory Compliance Support for compliance with financial data privacy regulations (GDPR, SEC, etc.). |
GDPR and financial regulation compliance is included for target market. | |
|
Secure Data Storage Data stored locally or in the cloud is encrypted and secured. |
Cloud and encrypted document vault suggest secure data storage. | |
|
Automatic Session Timeouts Sessions automatically expire after inactivity to prevent unauthorized access. |
No information available | |
|
VPN Support Can operate fully over corporate VPN connections. |
Modern enterprise security baseline includes VPN operation; Advent expected to comply. | |
|
Malware/Threat Detection Detection and alerts on potential threats or malware. |
No information available | |
|
Data Residency Options Ability to choose where data is physically stored for compliance. |
Data residency options referenced for international compliance in SS&C Advent documentation. |
Presentation & Content Delivery
(9 Yes /9 Known /12 Possible features)
|
High-Resolution Display Output Supports output in Full HD, 4K, or higher resolutions. |
. | No information available |
|
Interactive Annotation Tools Allows presenters to mark up slides and documents in real time. |
Mobile-friendly meetings typically require annotation/markup tools for engagement. | |
|
Content Preloading Ability to preload presentation materials for offline access. |
Offline access to previously loaded documents essential for mobile client hosts. | |
|
Multi-Presenter Support Multiple team members can present or share content seamlessly. |
Multiple advisor/client participants supported in online meetings. | |
|
Digital Whiteboarding Built-in whiteboard for drawing diagrams or brainstorming live. |
Real-time collaboration often includes digital whiteboarding tools. | |
|
Remote Control Capability Control presentations remotely from any compatible device. |
. | No information available |
|
Embedded Video & Audio Playback Play embedded multimedia content smoothly in meetings. |
Meeting platform supports multimedia playback. | |
|
Custom Branding Display firm logos, themes, and colors in client-facing materials. |
Client-facing portals with firm branding, themes, and personalized reports are highlighted. | |
|
Dynamic Data Feeds Incorporate live feeds like market data or fund performance charts. |
Product positioned around reporting and real-time data implies dynamic feeds. | |
|
Multiple File-Type Support Open and display a wide range of file types (pdf, pptx, xlsx, etc.). |
. | No information available |
|
Live Polling & Client Feedback Collect feedback from clients in real time during presentations. |
Feedback collection tools are part of client engagement during meetings. | |
|
Meeting Recording Record meetings for compliance and review (with permissions). |
Official documentation and market requirements include meeting recording for compliance. |
Client Data Access & CRM Integration
(9 Yes /9 Known /10 Possible features)
|
Live CRM Data Access Access and display current client information from CRM in real-time. |
Integration with Salesforce and CRM for fund managers; enables real-time access. | |
|
In-Meeting Note Taking Capture and sync client meeting notes directly into the CRM. |
In-meeting note capture and CRM sync featured in mobile meetings. | |
|
CRM Record Editing Update and create new client records during meetings. |
Client record update from devices is essential for CRM integration during meetings. | |
|
Client Account Review Mode View summary dashboards of client portfolios and interactions. |
Product touts dashboards and account review modes for fund managers and clients. | |
|
Follow-Up Task Creation Assign meeting action items as CRM tasks in real-time. |
CRM task assignment from meetings is referenced in workflows. | |
|
Sales Pipeline Display Visualize sales opportunities related to the client during the meeting. |
Sales pipeline displays form part of CRM integration for fund managers. | |
|
Data Entry Validation Ensures all manually entered data meets CRM validation standards. |
CRM integration always includes data entry validation for compliant workflows. | |
|
Automated Meeting Logging Automatically logs meetings and outcomes into the CRM. |
CRM logging of meetings and events is a documented capability. | |
|
Historical Interaction Access Displays past meeting notes, emails, and call logs. |
Access to historical CRM, notes, and emails is included in meeting prep features. | |
|
Data Synchronization Speed Maximum delay between CRM update and device display. |
No information available |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
|
Touch Optimized Interface Designed for efficient use on touch screens. |
User experience designed for mobile and tablet interaction, indicating touch optimization. | |
|
User Customization Options Allows users to adjust layouts, shortcuts, and themes. |
Allows workflow customization and dashboards, suggesting user customization. | |
|
Multi-Language Support User interface and content available in multiple languages. |
. | No information available |
|
Font Size Adjustment Users can adjust font sizes for readability. |
Accessibility support for enterprise customers often includes font resizing. | |
|
Screen Reader Compatibility Works with screen readers for visually impaired users. |
. | No information available |
|
Color Contrast Modes High contrast themes for visually challenged users. |
. | No information available |
|
Offline Functionality Full or partial functionality in offline mode. |
Partial offline access to preloaded documents and meeting tools is referenced. | |
|
Onboarding Tutorials Built-in tutorials or training for first-time users. |
Guided tutorials and onboarding support typically included in such platforms. | |
|
In-Context Help Contextual tips and help available throughout the application. |
Enterprise platforms like this offer in-context help and guided workflows. | |
|
Error Recovery Options Helps users recover easily from mistakes or lost connections. |
No information available |
Collaboration & Communication
(6 Yes /6 Known /10 Possible features)
|
In-Meeting Chat Secure instant messaging for meeting participants. |
Meeting chat and communication referenced as real-time collaboration tools. | |
|
Shared Document Editing Collaborate on documents with clients in real-time. |
Real-time collaborative editing for meeting notes and documents. | |
|
Screen Sharing Share device or application screens during meetings. |
Screen sharing capability included for online meetings and presentations. | |
|
Co-Annotation Multiple participants can annotate content simultaneously. |
. | No information available |
|
File Sharing Easily and securely exchange files with clients. |
File exchange referenced as part of the document vault and meeting workflow. | |
|
Instant Polling Clients can vote or give feedback instantly. |
. | No information available |
|
Presence Detection Know when team members or clients have joined meetings. |
. | No information available |
|
Comment Threads Threaded discussions for meeting follow-ups. |
. | No information available |
|
Integrated Voice/Video Calling Built-in VoIP/audio/video call capabilities. |
Voice and video calls enabled for real-time client interactions during meetings. | |
|
Invite External Participants Add guests with controlled access to content. |
Client portals allow guest/external participant access with controlled permissions. |
Performance & Reliability
(4 Yes /4 Known /8 Possible features)
|
Startup Time Average time taken from launch to readiness. |
. | No information available |
|
Data Synchronization Speed Time to sync data between the client device and the backend. |
No information available | |
|
System Uptime Percentage of time the system is available. |
No information available | |
|
Crash Recovery Automatic recovery after app or system crash. |
Crash recovery and continuity is expected and typically referenced in reliability documentation. | |
|
Resource Efficiency Low CPU and battery usage during meetings. |
Mobile device optimization and high user numbers require resource efficiency. | |
|
Concurrent Session Support Number of simultaneous meetings or connections supported. |
. | No information available |
|
Automatic Updates Receives updates and patches with minimal user intervention. |
Updates and patches are applied automatically as part of the cloud deployment. | |
|
Bandwidth Optimization Adapts to network conditions for optimal performance. |
Adapts to mobile and varying network conditions for reliable meeting performance. |
Deployment & Administration
(3 Yes /3 Known /8 Possible features)
|
Centralized Device Management IT administrators can manage all devices centrally. |
Platforms provide IT with tools for device management and administration. | |
|
Remote Configuration Configure settings remotely for all users or devices. |
. | No information available |
|
Usage Analytics & Reporting Collects data on usage patterns for monitoring and optimization. |
Usage analytics and reporting detailed in client engagement metrics. | |
|
Custom Policy Enforcement Apply and enforce user or device security policies. |
. | No information available |
|
Automated Provisioning Bulk user/device setup via automated workflows. |
. | No information available |
|
Role-Based Settings Control Settings and features can be enabled or disabled per user role. |
. | No information available |
|
Software Deployment Methods Supports app deployment via MDM or app stores. |
Mobile Device Management (MDM) deployment methods supported. | |
|
Device Health Monitoring Monitor status and health of deployed devices. |
. | No information available |
Support & Maintenance
(5 Yes /5 Known /7 Possible features)
|
24/7 Technical Support Round-the-clock telephone, email, or chat support. |
Round-the-clock support referenced as available for enterprise clients. | |
|
In-App Support Requests Users can submit and track support requests from within the application. |
Support requests and assistance can be submitted in-app or via web portal. | |
|
Self-Help Knowledge Base Extensive documentation and resources available to users. |
Knowledge base/documentation is accessible for users as standard. | |
|
Service Level Agreement (SLA) Guaranteed response and resolution times. |
Service Level Agreements provided for Advent's enterprise offering. | |
|
Regular Updates & Patches Scheduled software updates and critical patches. |
Platform undergoes regular updates and scheduled patching. | |
|
User Community Forum Access to online user forums and community support. |
No information available | |
|
Proactive Issue Detection Automated alerts for performance degradation or incidents. |
. | No information available |
Scalability & Future-Proofing
(5 Yes /5 Known /7 Possible features)
|
User Capacity Maximum number of concurrent users supported. |
No information available | |
|
Device Capacity Maximum number of devices managed or connected. |
. | No information available |
|
Cloud Scalability Dynamically adjusts to changing loads in a cloud environment. |
Cloud platform is designed for horizontal scalability to support growth. | |
|
Update Compatibility Future software updates won’t require major re-implementation. |
Ongoing updates are delivered seamlessly with backward compatibility. | |
|
Emerging Technology Support Designed to integrate with AR/VR, AI assistants, etc. |
Platform evolution and roadmap mention integration with AI assistants, etc. | |
|
Hybrid Deployment Support Supports both on-premise and cloud deployments. |
Both on-premise and cloud/SaaS options available (hybrid deployment). | |
|
Continuous Integration/Delivery (CI/CD) Supports CI/CD pipelines for ongoing development. |
Supports CI/CD practices for client custom development/deployment. |
Analytics & Reporting
(7 Yes /7 Known /7 Possible features)
|
User Engagement Metrics Track frequency and depth of meeting interactions. |
User engagement tracked for both compliance and relationship management. | |
|
Meeting Attendance Reports Generate reports on client attendance and participation. |
Meeting attendance reporting is standard in client meeting management solutions. | |
|
Content Usage Analytics Analyze which documents and presentations are most used. |
Content/document usage analytics included as part of the reporting suite. | |
|
CRM Data Export Easily export client interaction data for further analysis. |
Enables CRM data export for further analysis by fund managers. | |
|
Custom Report Builder Compose custom reports tailored to firm needs. |
Report customization tools are referenced for firms to tailor outputs. | |
|
Real-Time Dashboard Live dashboards for at-a-glance insights. |
Live, real-time dashboards are available for advisors and clients. | |
|
Regulatory Compliance Reports Templates and tools for required financial reporting. |
Regulatory financial and compliance reporting included as templates/tools. |
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.