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Financial Technology Year

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Advent Genesis & Advent Client Portal

from SS&C Advent

Offers a comprehensive solution for portfolio management, mobile client meetings, secure document vault, real-time communication tools, and personalized reporting. Empowers fund managers to engage with clients via mobile-friendly meetings and CRM integration.
Is this your Company
Category: Client Onboarding Systems
in: Client Relationship Management
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.

Advent Genesis & Advent Client Portal


Category: Investor Communications Systems
in: Client Relationship Management
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.

Advent Genesis & Advent Client Portal


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