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SS&C Advent

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31 reviews
  • 17 profiles
  • 12 categories
Average star rating
4.0
Serving customers since
1983
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SS&C Advent Reviews

Review Filters
Profile Name
Star Rating
13
15
3
0
0
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 dynamic.
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.
Kartick R.
KR
Kartick R.
Asset Management |Asset Servicing| Performance Reporting| Portfolio Accounting| Reconciliations| Middle Office| GIP
06/21/2021
Validated Reviewer
Review source: G2 invite
Incentivized Review

Best Portfolio accounting and reporting tool

|Axys
Easy to use interface, all reporting and accounting functionalities in one place.

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