at Financial Technnology Year
Please contact them if you have any questions.
SS&C Advent from SS&C Technologies
Offers portfolio management solutions focusing on investment accounting, performance measurement, and client reporting, tailored for asset managers and hedge funds.
Product analysis by function
Document Generation Software for Client Service and Operations
Tools that automate the creation of client-facing documents such as financial plans, investment policy statements, quarterly reviews, and regulatory disclosures.
More Document Generation Software
More Client Service and Operations ...
Document Creation and Customization
(1 Yes /1 Known /13 Possible features)
|
Template Library Offers a comprehensive selection of pre-built, industry-standard templates for various document types (letters, reports, proposals, etc.). |
No information available | |
|
Template Customization Allows editing of existing templates or creation of new templates tailored to specific advisory needs. |
No information available | |
|
Merge Fields/Variables Supports insertion of dynamic fields that auto-populate with client-specific or case-specific data. |
No information available | |
|
Branding Support Supports applying firm logos, color schemes, footers, headers, and other branding elements automatically. |
No information available | |
|
Conditional Content Enables logic-driven content insertion to personalize documents based on client data or document context. |
No information available | |
|
Bulk Document Generation Ability to generate multiple documents in batch for multiple clients or cases simultaneously. |
No information available | |
|
Content Library Integration Links to libraries for reusable clauses, disclosures, and other standardized language. |
No information available | |
|
Preview before Generation Allows users to preview documents in their final form prior to generation or sending. |
No information available | |
|
Language/Localization Support Supports creation of documents in multiple languages or regional settings. |
No information available | |
|
Document Versioning Maintains historied versions of templates and generated documents for compliance and auditing. |
No information available | |
|
Real-time Collaboration Allows multiple team members to work on a document or template concurrently. |
No information available | |
|
Document Assembly Workflow Supports stepwise assembly of complex documents with guidance and branching based on user input. |
No information available | |
|
Data-driven Content Generation Automatically selects and inserts content based on integrated databases or CRM data. |
SS&C Advent integrates with investment databases and client/portfolio data to drive personalized content in client reporting and statements. |
Integration and Data Connectivity
(8 Yes /8 Known /11 Possible features)
|
CRM Integration Connects with leading CRM systems to pull in client data, notes, and history for document personalization. |
Product includes CRM integration capabilities for pulling client/account data for document and report customization (per vendor documentation). | |
|
Core System APIs Provides open APIs or connectors for integration with portfolio management, billing, compliance, or ERP systems. |
Advent offers core system APIs for integration with portfolio management, reporting, and external financial systems (per SS&C Advent integration documentation). | |
|
Data Import/Export Supports easy data transfer in/out via Excel, CSV, XML, JSON or similar standard formats. |
Supports import/export of data through multiple file formats (CSV, Excel, etc.), facilitating reporting and data transfer. | |
|
Single Sign-On (SSO) Allows users to authenticate via firm-wide SSO infrastructure, improving security and user experience. |
Supports SSO integration for enterprise deployments (noted in Advent documentation and client case studies). | |
|
Document Management System (DMS) Integration Connects to enterprise DMS platforms (e.g., SharePoint, iManage, NetDocuments, Box). |
No information available | |
|
e-Signature Integration Enables seamless routing of documents for e-signatures via platforms like DocuSign, Adobe Sign, etc. |
Supports document distribution for e-signature via integration with platforms such as DocuSign (cited in Advent’s integration materials). | |
|
Workflow Automation Integration Supports workflow orchestration with enterprise automation or BPM (business process management) tools. |
Workflow automation (with approval and exception handling) is a core product feature for reporting and client documentation. | |
|
Real-time Data Sync Ensures that data changes in core systems are reflected in documents in real-time, minimizing errors. |
Product offers real-time sync with core investment and portfolio systems for up-to-date data in reports (based on product overview and documentation). | |
|
Notifications to Integrated Systems Sends activity and status notifications (e.g., document completed) to connected systems. |
No information available | |
|
API Rate Limit Specifies the number of API calls supported per minute or hour. |
No information available | |
|
Audit Trail Connectivity Allows audit trails and activity logs to be pulled/pushed to compliance or SIEM platforms. |
SS&C Advent maintains an audit trail of user and system actions for compliance and reporting (confirmed in compliance documentation). |
Compliance and Regulatory Controls
(7 Yes /7 Known /10 Possible features)
|
Pre-approved Content Controls Requires and enforces use of language and templates that are approved by compliance teams. |
Includes pre-approved content controls for regulatory templates and disclosures in its client communications modules. | |
|
Audit Trail Tracks all actions related to document generation, editing, sharing, and approval. |
Tracks edits, approvals, and interactions in document/report workflows for audit/compliance. | |
|
Role-based Access Control (RBAC) Restricts document access, creation, and editing to authorized personnel based on user roles. |
Role-based access is enforced for client/user permissioning (per Advent documentation and technical specs). | |
|
Electronic Signature Compliance Supports capture of digital or electronic signatures in compliance with relevant regulations (e.g., eIDAS, ESIGN Act). |
Compliant with e-signature regulations (ESIGN Act, eIDAS) when integrated with compliant signature partners. | |
|
Data Security Controls Provides encryption at rest and in transit; supports strong authentication. |
Provides strong security controls including encryption at rest/in transit and multi-factor authentication capabilities. | |
|
Regulatory Update Tracking Ensures document templates and language are updated in accordance with new and evolving regulation. |
Provides regular updates and has mechanisms for regulatory/language update tracking in templates (per client reporting module release notes). | |
|
Data Retention Policy Enforcement Allows specification and enforcement of data/document retention and destruction schedules. |
No information available | |
|
Document Watermarking Supports watermarks for confidential, draft, or other regulatory designations. |
No information available | |
|
Legal Hold Capabilities Allows administrators to flag/document documents for hold in the event of litigation or investigation. |
No information available | |
|
Secure Sharing/Distribution Enforces secure document transmission options (secure link, restricted download, password protect, etc.). |
Secure document sharing and distribution is a key feature for reporting to clients and investors. |
User Experience and Accessibility
(5 Yes /5 Known /10 Possible features)
|
Intuitive User Interface Modern, easy-to-use interface suitable for both technical and non-technical users. |
Advent is marketed as intuitive and user-friendly; includes dashboards and customization for advisory/client services. | |
|
Accessibility Compliance WCAG-compliant for users with disabilities. |
No information available | |
|
Mobile Access Responsive design or mobile apps for document access, review, and limited editing on the go. |
Provides mobile and web access for advisors and clients to access reports securely. | |
|
In-app Guidance/Tutorials Built-in tooltips, walkthroughs, and contextual help for users. |
No information available | |
|
Multi-language Interface User interface can be switched between multiple languages to support diverse teams. |
Interface supports multiple languages for international wealth management clients. | |
|
Personalized Dashboards Customizable dashboards showing relevant documents, status, and tasks. |
Dashboards and summary screens are customizable with widgets for status and activity (per UI documentation and screenshots). | |
|
Drag-and-drop Editing Easy editing and assembly of documents via drag-and-drop UI elements. |
No information available | |
|
Document Search and Filters Advanced document search, tagging, and filtering capabilities for efficient retrieval. |
Supports sophisticated search and filtering for documents, clients, and reports. | |
|
Quick Document Generation Average time from request to document generation completion. |
No information available | |
|
Document Bookmarking Allows users to mark/tag frequently used or prioritized documents for quick reference. |
No information available |
Workflow, Approval, and Collaboration
(6 Yes /6 Known /10 Possible features)
|
Multi-step Approval Workflows Allows configuration of approval chains, notifications, and escalation for document release. |
Supports multi-step approval and workflows for statement/report review and release. | |
|
Commenting & Annotations Enables team to leave comments, suggest edits, or flag issues within documents. |
Enables comments and annotations on reports and statements during review and approval cycles. | |
|
Task Assignment Assign specific document-related tasks to individual users or teams. |
Task assignment to users/teams is supported in the workflow and approval modules. | |
|
Automated Workflow Triggers Initiates workflows based on events (e.g., document submission triggers approval chain). |
No information available | |
|
Collaboration Analytics Track and report metrics on team collaboration, bottlenecks, and turnaround times. |
Collaboration analytics are available to track reporting activity and team engagement. | |
|
Document Locking Prevents conflicting edits by locking documents under review or editing. |
Document/report lock functionality prevents concurrent conflicting edits. | |
|
Automated Reminders Automatically reminds users of pending reviews, approvals, or expirations. |
No information available | |
|
Delegation Allows temporary or permanent delegation of approval or workflow steps to other users. |
No information available | |
|
Parallel and Sequential Approval Supports both parallel and sequence-based approval processes. |
Both sequential and parallel approval workflows are possible in report distribution and statement processes. | |
|
Time to Completion Average workflow duration from initiation to document completion. |
No information available |
Output Formats and Distribution
(4 Yes /4 Known /9 Possible features)
|
Multi-format Output Supports export to PDF, Word, Excel, HTML, and other standard formats. |
Supports multi-format output (PDF, Excel, Word, etc.) for flexible client reporting. | |
|
Bulk Distribution Allows documents to be sent or distributed in bulk to multiple recipients. |
Bulk report generation and distribution to clients is a standard feature. | |
|
Secure Email/Portal Delivery Supports delivery via encrypted email, secure web portals, or client logins. |
Offers secure document delivery via portal or encrypted email (per documentation and promotional materials). | |
|
Automated Printing Queues Integration with print shops or local printers for mass document production. |
No information available | |
|
Secure File Transfer Protocols Supports SFTP, FTPS, or encrypted document delivery mechanisms. |
No information available | |
|
Read Receipt/Delivery Confirmation Tracks when documents are received or viewed by recipients. |
Can track delivery and client access to distributed reports. | |
|
Document Expiry Controls Sets expiration, access limits, or revocation for distributed documents. |
No information available | |
|
Watermarked Output Automatically adds watermarks to distributed documents where required. |
No information available | |
|
Output Speed Average time taken to generate and deliver a batch of 100 standard documents. |
No information available |
Security and Privacy Controls
(6 Yes /6 Known /9 Possible features)
|
Data Encryption Encrypts documents at rest and in transit, using industry-standard protocols. |
Implements industry-standard encryption for data in transit and at rest for reports and account statements. | |
|
Multi-factor Authentication (MFA) Requires MFA for access to sensitive document generation and management features. |
Offers MFA for advisor/admin access to data and document generation modules. | |
|
Granular Permissions Fine-grained permissions for document access, editing, sharing, and deletion. |
Supports detailed permissioning for document access and workflows. | |
|
Activity Monitoring Logs and monitors all user activity for security and compliance. |
User activity is logged for compliance and audit reporting. | |
|
IP Whitelisting Allows access only from specified IP addresses/ranges. |
No information available | |
|
Audit Logs Retention Retains activity logs for specified period for security and compliance review. |
Enforces retention of audit logs as part of compliance posture. | |
|
Data Masking Masks or obfuscates sensitive client data in non-production environments. |
No information available | |
|
User Session Timeout Automatic logoff after specified inactivity period. |
No information available | |
|
GDPR/CCPA Compliance Supports features for data subject access requests and lawful data handling practices. |
Supports GDPR/CCPA compliance with subject rights and auditability. |
Performance, Scalability, and Reliability
(3 Yes /3 Known /8 Possible features)
|
High Availability Supports redundancy and failover to keep system running with minimal downtime. |
High availability and redundancy stated as part of Advent’s enterprise offering. | |
|
Uptime SLA Guaranteed uptime percentage as per service level agreement. |
No information available | |
|
Scalability Ability to support increasing numbers of users, documents, or data without performance degradation. |
Scalable architecture for asset management and multi-client deployments. | |
|
Disaster Recovery Plans and technology in place to recover from catastrophic failures. |
Disaster recovery planning included in solution for business continuity. | |
|
Load Handling Capacity Maximum concurrent document generation operations handled. |
No information available | |
|
Backup Frequency Interval at which document data is backed up. |
No information available | |
|
Response Time Average server response time for standard API calls. |
No information available | |
|
Latency Maximum acceptable latency for document generation tasks. |
No information available |
Reporting and Analytics
(5 Yes /5 Known /7 Possible features)
|
Document Generation Reports Provides reports on volumes, types, and frequencies of generated documents. |
Produces reporting and analytics on generated documents across clients and timeframes. | |
|
User Activity Reports Tracks document-related activity by individual users or teams. |
Tracks user activity by advisor, admin, or team, as part of compliance and usage reporting. | |
|
Turnaround Time Metrics Reports metrics on time taken from document initiation to completion. |
Provides metrics on document turnaround time for client reporting. | |
|
Exception/Error Reporting Alerts and reports on failed or incomplete document workflows. |
Exception and error reporting is available for failed workflows (e.g., report distribution). | |
|
Template Usage Statistics Monitors frequency and context of template usage. |
No information available | |
|
Exportable Reports Ability to export reports to Excel, PDF, or CSV for further analysis. |
Reporting can be exported to CSV/Excel for further analysis and compliance archiving. | |
|
Custom Report Builder Allows configuration of custom reports on document activity and metadata. |
No information available |
Support, Maintenance, and Vendor Services
(4 Yes /4 Known /7 Possible features)
|
24/7 Support Availability Round-the-clock support via email, chat, or phone. |
Support available 24/7 as per vendor website/resources. | |
|
Onboarding and Training Services Structured onboarding, training, and documentation to support initial and ongoing user education. |
Offers dedicated onboarding and continual training via documentation and online resources. | |
|
Regular System Updates Vendor regularly provides updates for security, compliance, and feature improvements. |
Regular system and feature updates are listed in product documentation and release announcements. | |
|
Dedicated Account Manager Assignment of a dedicated specialist for ongoing account management. |
No information available | |
|
Professional Services Offered Consulting, customization, and integration support offered as value-added services. |
No information available | |
|
Self-Service Support Portal Provides customers with access to documentation, knowledge base, and ticketing. |
Clients have access to a self-service support portal for ticketing and knowledge base. | |
|
Incident Response Time Average time to first response for critical support tickets. |
No information available |
Cost, Licensing, and Commercial Flexibility
(2 Yes /2 Known /7 Possible features)
|
Transparent Pricing Model Clear, upfront costs with no hidden or ambiguous fees. |
Product public pricing and contractual terms indicate transparent cost model. | |
|
Flexible Licensing Options for per-user, per-document, or enterprise/unlimited usage licensing. |
Various licensing models available – per user, per enterprise, etc. | |
|
Free Trial or Pilot Availability of free or limited-time trial environment for evaluation. |
No information available | |
|
Volume Discount Tiers Discounts for higher usage, supporting scalability at lower per-unit cost. |
No information available | |
|
No Lock-in Period Ability to terminate/adjust licensing without long-term lock-in. |
No information available | |
|
Support/Update Costs Included Ongoing support, security, and updates are included in the base license fee. |
No information available | |
|
Annual Cost Typical cost per year for a standard team (specify if possible). |
No information available |
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.