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SS&C Advent

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29 reviews
  • 12 profiles
  • 9 categories
Average star rating
4.1
Serving customers since
1983

Profile Name

Star Rating

13
14
2
0
0

SS&C Advent Reviews

Review Filters
Profile Name
Star Rating
13
14
2
0
0
Verified User in Financial Services
AF
Verified User in Financial Services
09/04/2021
Validated Reviewer
Review source: G2 invite
Incentivized Review

World class software for Portfolio accounting and Hedge Fund Accounting

Geneva has the best interface amount the Fund accounting softwares I have used in my career. It can support all the type of products. The upload feature is the best and you can create all the types of loaders including deleting the transactions. I had a client who had a very heavy volume of transactions and Geneva can handle the volume very well. Geneav has Java and Dotnet versions and both are good. Geneva can support the transactions in all the currencies and calculate the FX realized and unrealized gain/loss automatically. It can support various types of debt securities and calculate the interest and paydown. Supports all the type of derivatives and OTC products. You can delete the transactions in a single click and upload the thousands of transactions in seconds.
Verified User in Financial Services
UF
Verified User in Financial Services
08/08/2021
Validated Reviewer
Review source: G2 invite
Incentivized Review

Review

|Moxy
Easy to use in general. user-friendly and dymanic.
LS
Linda S.
06/29/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Black Diamond Wealth Platform

Investment reports can be customized and can be very detailed. Our logo is on the first page, and all client investment accounts are listed. We show colored pie charts and spreadsheets, where investment details and performance is shown. Our clients invest in alternative investments, and being able to see a consolidated report of all investments under our management shows the client how well their accounts have been performing.

About

Contact

HQ Location:
San Francisco, CA

Social

@SSCAdvent

What is SS&C Advent?

SSC Advent is a service provider of software and services to the global financial services industry. Known for its highly specialized solutions, Advent caters to the needs of asset managers, hedge funds, family offices, fund administrators, prime brokers, and other financial institutions. The company's offerings are centered around portfolio management, fund accounting, risk management, and reporting systems that are designed to help financial professionals streamline operations, mitigate risk, and enhance client service. Advent's commitment to innovation and client support positions it as a vital tool, ensuring efficient management of complex investments and regulations.

Details

Year Founded
1983
Ownership
NASDAQ: SSNC
Website
www.advent.com