
SS&C Advent
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Company Overview
Advent Software was founded by Steve Strand and Stephanie DiMarco, remaining a private company until being bought in 2015 by SS&C Technologies for a total consideration of US$2.63 Billion Re-branded as SS&C Advent the company provides products as ‘Software as a Service’ solutions for buy-side institutions to automate front, middle and back office processes, including compliance tools, client relationship management, and revenue monitoring Key Statistics: •Global client base of 4,300+ institutions •Located in 50+ countries & territories 2019 SS&C purchased UAE based Investrack from Globacom Technologies 2020 SS&C acquire Innovest to complement Advent for US$120 Million

Facilitator

North America

Front to Middle Office Solutions

Corporate Details
Date of Update | Unknown |
Headquarters | San Francisco, California, United States |
Established | 1983 |
Market Cap US$ | N/A |
Revenue US$ | N/A |
Employees | 1,200+ |
Ownership | Subsidiary: SS&C Technologies |
Management | General Manager: Robert Roley Chief Development Officer: Karen Geiger SVP Client Experience: Casey Keller |

Website Analysis
URL | https://www.advent.com |
Alexa Rank | 350,314 |
Type | Facilitator |
Client Case | Front to Middle Office Solutions |
Coverage | United States, China, Denmark, Germany, Greece, Hong Kong, Netherlands, Norway, Singapore, Switzerland, UAE, United Kingdom |
Asset Classes | Unknown |
Trading | Unknown |
Terminals | Unknown |
Feeds | Unknown |
Analytics | Unknown |
Compliance & Risk | Unknown |
Indices & Benchmarks | Unknown |
Reference Data | Unknown |
Economic Data | Unknown |

Key Products & Services
Advent Portfolio Exchange: APX is a multi-asset class, multi-currency enterprise integrated front to back office portfolio management and client relationship management solutions suite, including performance analytics, customised reporting, and automated workflow processes Advent Genesis/Moxy: Order decision to execution platform. Functionality includes portfolio construction, modelling, rebalancing (1,000 accounts per minute), monitoring portfolio drift, with compliance oversight Advent Geneva: Is a real time portfolio management system offering 1. Accounting & reporting, 2. Reconciliation & workflow management, 3. Fund Accounting, 4. Investor Servicing 5. Outsourced management

Business Potential
Presence | United States, China, Denmark, Germany, Greece, Hong Kong, Netherlands, Norway, Singapore, Switzerland, UAE, United Kingdom |
Market | Prime Brokers, Asset Managers, Hedge Funds, Wealth Managers, Fund Administration, Family Offices |
Competition | Blackrock/Aladdin, Calypso, Charles River Development, EZE Software, Finastra, SimCorp |
Availability | Direct from SS&C Advent |
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