SS&C Advent

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

Type of business
Facilitator

Region
North America

Specialisation
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