Product Avatar Image

SS&C Advent

Show rating breakdown
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
SR
simon r.
06/14/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Good blend of CRM and Portfolio Admin functionality, but has limits

The UI/UX is simple and intuitive. The ease of transitioning from Portfolio Admin view to CRM view helps in bridging the client context to the assets they own. Ability to create custom client fields/data is essential and the product does this well.
Verified User in Investment Management
UI
Verified User in Investment Management
04/10/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Advent Moxy

|Moxy
What I like best about Moxy is that it is user friendly and is able to take data from other Advent programs. Funds and investors are easy to see and information is easy to edit. Connection to the server was easy and easily sent to brokers.
Alexandra R.
AR
Alexandra R.
Senior Client Advisor at SCS Financial
01/11/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

A solid system!

I think that there’s a lot of thought put into how the place the data and show fields across the board. Searching is quite intuitive.

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