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SS&C Advent (Advent Portfolio Exchange)

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The premier portfolio management solution.

About SS&C Advent (Advent Portfolio Exchange)

SS&C Advent (specifically its flagship Advent Portfolio Exchange, or APX) is a deeply historic, massively entrenched, and globally recognized platform that operates as a massive titan in the "Mid-to-Large RIA, Hedge Fund, and Asset Management" sector. While newer platforms like Orion focus on extreme agility, APX built its massive empire on absolute, unshakeable accounting rigor and complex global performance reporting. The absolute core differentiator of Advent APX is its "Multi-Currency Accounting and GIPS-Compliant Performance." When a $5 Billion global asset manager needs to report their historical performance to win a new institutional client, they must adhere to incredibly strict global standards (GIPS). APX is legendary for generating absolutely flawless, mathematically unassailable performance reports across complex, multi-currency portfolios. Because it combines a world-class portfolio accounting engine with CRM and highly customizable reporting, and is backed by the massive SS&C corporate ecosystem (including Geneva for hedge funds), it remains an absolute staple for established, high-AUM wealth and asset managers globally.

Deployment

  • Cloud, SaaS, Web

Support

  • Email/Help Desk
  • Phone Support
  • 24/7 (Live rep)

Training

  • Documentation
  • Live Online
  • In Person

Ideal Company Size

Medium, Enterprise Employees

Pricing Overview

LicensingSubscription
Supported LanguagesEnglish
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