November 17, 2020

SS&C Improves Advent Capabilities | Wealth Management

SS&C Improves Advent Capabilities | Wealth Management


Software and platform developer SS&C Technologies Holdings released enhancements to its Advent lineup, according to an announcement. Improvements to the firm’s Portfolio Exchange, Genesis, Geneva and Moxy platforms were all included in the latest wave of developments.

Wealth management professionals responsible for monitoring operational workflows, like portfolio management, will now have access to the completed Advent Outsourcing Services console. Users of the Portfolio Exchange feature will find that search capabilities and workflows have been improved. Advisors are now able to create and clone portfolios with greater efficiency, according to the announcement.

Other improvements speed up invoice generation and forecasting, improve machine learning for data management and governance and add a new trade program to the Genesis tool.

The improvements come as the firm has focused on building a better user experience and improving workflows, said Karen Geiger, SVP and co-general manager of SS&C Advent, in a statement.



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