Advent Data Solutions is a comprehensive suite of cloud-delivered data services designed to provide accurate and reliable financial data for portfolio management and trading platforms. The solution offers a range of market and portfolio data services, including corporate actions, index data, custodial data, and market data. By delivering high-quality data directly into users' systems, Advent Data Solutions enables financial professionals to make informed decisions based on trustworthy information. The service emphasizes the importance of data quality in creating reports and making strategic choices, recognizing that not all data is created equally. With its focus on accuracy and timely delivery, Advent Data Solutions aims to enhance the efficiency and effectiveness of financial operations for various types of investment firms and asset managers.

The Advent Insurance Marketplace Powered by DPL (AIM) is an innovative solution that enables financial advisors to incorporate insurance and annuities into their clients' financial plans. It eliminates traditional barriers like high commissions and complex products by offering value-driven, commission-free insurance solutions. AIM provides access to a wide range of best-in-class insurance and annuity products from trusted carriers, along with tools and education to support advisors. The platform integrates seamlessly with SS&C Advent's portfolio management and accounting solutions, allowing advisors to manage insurance products alongside other assets. AIM helps advisors deliver holistic financial planning services, including guaranteed retirement income, principal protection, and risk mitigation. By offering fiduciary-friendly solutions that advisors can bill on, AIM allows them to increase fee-based AUM while providing greater benefits to clients at a lower cost.

The Advent Investment Suite is a comprehensive, institutional-strength solution for asset and wealth managers worldwide. It provides a single technology platform spanning the entire investment management process, from portfolio construction to client reporting. The suite seamlessly connects front, middle, and back offices, enabling customized portfolio management at scale, trade lifecycle management, and trading compliance. With true multi-currency accounting and reporting capabilities, it supports expansion into global markets and new products. Key features include quick access to data for informed decision-making, streamlined portfolio accounting and operations, and customizable client reporting. The suite is flexible and modular, allowing firms to adopt it all at once or in stages. It covers client engagement, fund order management, portfolio management and trading, portfolio accounting and reporting, data management, and workflow management.

Advent Managed Services is a comprehensive solution offering enhanced technology hosting and operational outsourcing services for financial firms. It provides cloud-delivered technology, customizable workflows, and a range of middle and back-office services to help businesses drive efficiency, reduce risks, and control costs. The service allows firms to focus on core activities like portfolio management and client relationships while expert teams handle IT and operations. Key features include secure cloud hosting, customized automation and monitoring, single-provider support, and a wide selection of operational services such as reconciliation, data management, and reporting. Advent Managed Services builds on SS&C Advent's extensive experience in outsourced technology and services, offering expanded capabilities and flexibility to meet specific business needs. This solution enables firms to optimize their operations, mitigate risks, and concentrate on revenue-generating activities with the assurance of highly capable technology and operational support.

Advent Portfolio Exchange (APX) is an integrated portfolio management and client relationship management solution designed for asset managers, wealth managers, and family offices. It centralizes portfolio, client, and prospect data on a single platform, connecting front, middle, and back offices. APX offers multi-asset, multi-currency accounting capabilities, customizable dashboards, extensive reporting options, and performance analytics. Key features include a vast library of standard reports, flexible custom reporting, automated report packaging, and compliance support. APX aims to simplify operations, enhance decision-making, and improve client service by providing easy access to critical information. As part of the Advent Investment Suite, it integrates seamlessly with other Advent solutions for rebalancing, order management, execution, and compliance. APX is scalable, allowing firms to grow their business without necessarily increasing staff, and can be deployed on-premises or via cloud delivery.

Advent Professional Services is a comprehensive solution designed to maximize the value of technology investments for investment management firms. With a focus on implementation support, training, business process reviews, and migrations, Advent Professional Services leverages collective experience and best practices acquired from thousands of engagements worldwide. The service aims to drive positive change and improvement in businesses at various stages of their lifecycle.

Axys® is a comprehensive portfolio management and reporting software developed by SS&C Advent. It automates portfolio reporting and accounting processes, enabling wealth management firms to increase productivity, improve accuracy, and gain clear insights into portfolio performance. Axys offers an extensive library of pre-defined reports and easy customization options, allowing firms to streamline their operations and spend more time with clients. As part of the Advent Investment Suite, Axys integrates seamlessly with existing infrastructure while providing powerful tools for performance measurement, fixed-income accounting, multicurrency accounting, and robust reporting capabilities. The software supports a wide range of security types and accounting treatments, enabling firms to manage and report on portfolios grouped by various criteria. With its sophisticated features and user-friendly interface, Axys helps investment professionals make better decisions and enhance client service.

The Black Diamond® Wealth Platform is a comprehensive solution for financial advisors, designed to enhance client relationships and streamline business operations. It offers a suite of tools including performance reporting, rebalancing, and client billing functionality, alongside daily reconciliation services and an award-winning client portal with mobile access. The platform integrates with various complementary solutions such as financial planning, portfolio analytics, and CRM software, while also providing access to traditional and alternative managed account strategies. By serving as the hub of an advisory business, Black Diamond aims to drive profitability, increase efficiencies, and facilitate growth. It meets modern clients' expectations for robust, transparent investment tools that align with the technology they use in their everyday lives.

The Genesis platform is a comprehensive cloud-based solution designed to streamline investment operations across the entire lifecycle. It offers a suite of purpose-built applications that cover portfolio management, trading, analytics, accounting, and reporting. Built on a centralized data store, Genesis provides a single point of entry for all team members, ensuring data consistency and collaboration across front to back office operations. This unified approach enables firms to optimize efficiency, enhance accuracy, and gain the agility needed to thrive in today's complex and competitive investment landscape. By consolidating essential investment tools and data into one platform, Genesis empowers firms to scale their business, streamline workflows, and make informed decisions based on reliable, real-time information.

Genesis Portfolio Management and Analytics is a comprehensive solution designed to streamline and enhance the workflow of portfolio management teams. As part of the Genesis platform, it integrates portfolio management and analytics functionality, eliminating the need for multiple disparate systems. This solution is versatile, catering to firms managing institutional assets, individual wealth, or a combination of both. It effectively bridges workflow gaps between portfolio management and trading, reduces operational risk, and increases efficiency by eliminating offline workarounds. The platform offers flexibility and scalability, allowing firms to accommodate account growth and expand into new markets, regions, and lines of business. Genesis Portfolio Management and Analytics is built to adapt to the evolving needs of investment firms, providing a unified and efficient approach to portfolio management processes.