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SS&C Advent Portfolio Management
from SS&C Technologies
Complete portfolio management solution with performance reporting, client billing, CRM integration, and compliance tools. Offers real-time portfolio visibility, tax management, and comprehensive reporting capabilities.
Category:
Portfolio Management Systems
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
Analysis on right >
Portfolio Management Systems analysis
User Experience & Support
(12 Yes /12 Known /14 Possible features)
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1. Supported concurrent users
Maximum number of concurrent users the system can support
No information available
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2. Support response time
Average time to first response for support tickets
No information available
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3. User feedback mechanism
Process for users to provide feedback and enhancement requests
User feedback tools and enhancement request processes are standard.
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4. Client success management
Dedicated client success resources for ongoing support
Dedicated client success managers are available for ongoing support.
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5. Sandbox environment
Availability of sandbox or test environments
Sandbox/test environments are available for development/training uses.
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6. Regular updates
Frequency and transparency of system updates and enhancements
Product updates are announced and released regularly with version tracking.
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7. Implementation services
Professional services for system implementation
Implementation consulting services are offered to all institutional Advent clients.
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8. In-app guidance
Contextual help and guidance within the application
In-app guidance and contextual help are available within the platform.
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9. User community
Active user community for knowledge sharing
An active Advent user community exists for sharing knowledge and best practices.
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10. Support SLA
Defined service level agreements for technical support
Support SLAs are available for clients, as described in Advent’s service agreements.
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11. User training resources
Comprehensive training materials and programs
Comprehensive training resources (guides, videos, webinars) are provided.
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12. Multi-language support
Availability of the interface in multiple languages
Multi-language support is available for the interface for global users.
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13. Role-based access control
Granular control over user permissions based on roles
Role-based permissions and access controls are supported out of the box.
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14. Interface customization
Ability for users to customize their interface and workflows
User-level interface and workflow customization is described as available in the UI settings.
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Technology & Integration
(12 Yes /12 Known /14 Possible features)
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Compliance & Regulatory
(12 Yes /12 Known /13 Possible features)
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Trading & Order Management
(12 Yes /12 Known /13 Possible features)
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Financial Planning Integration
(12 Yes /12 Known /13 Possible features)
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Performance Reporting
(12 Yes /12 Known /13 Possible features)
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Risk Management
(11 Yes /11 Known /13 Possible features)
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Investment Research & Analysis
(10 Yes /10 Known /13 Possible features)
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Portfolio Construction & Management
(12 Yes /12 Known /13 Possible features)
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Client Management
(10 Yes /10 Known /12 Possible features)
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Publicly available data, summarised using AI.
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