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SS&C Advent, a business unit within SS&C Technologies Holding Inc. (SSNC: NASDAQ), provides software and software-enabled services to the global financial services industry. We automate and integrate front-office functions such as trading and modelling, middle-office functions such as portfolio, collateral and FX management and reporting, and back-office functions such as accounting, performance measurement, reconciliation, reporting, processing and clearing. Our solutions enable clients to focus on core operations, better monitor and manage investment performance and risk, improve operating efficiency and reduce operating costs. With more than 65 offices worldwide and close to 8,000 employees serving over 11,000 clients we are a pioneer in portfolio accounting and reporting software, we have seen continued growth and today serve asset managers, wealth managers, hedge funds, endowments, foundations and family offices of all sizes.

Karen Geiger

SVP & Co-General Manager (of SS&C Advent's Asset Management and Alternative Management business)

Award Category
Technology Providers: Portfolio Management, Accounting and Performance Reporting
Advent Portfolio Exchange
Advent Portfolio Exchange (APX) is a robust multi-currency/multi-asset portfolio accounting, reporting and performance reporting solution. APX anchors Advent’s Wealth Management Suite which encompasses fully integrated applications enabling firms to easily add applications as business needs arise across their front- mid- and back office. APX is offered with flexible deployment, either on premise or cloud-delivered, with a variety of outsourced operational services via Advent Outsourcing Services (AOS). More than 750 clients globally benefit from the transaction accounting, regulatory reporting, flexible architecture and regular releases of new functionality. The ongoing investment in APX is critical for the active managers that rely on its proven calculations and regular functionality updates. The first release of 2020 focused on the user experience and includes a redesigned, modern, responsive user interface.
James Meadows, EVP Manitou Investment Management
Disciplined Growth Advisors
Advent Portfolio Exchange – Watch a Demo