CONTACT REQUEST DEMO WHO WE SERVE SOLUTIONS RESOURCES NEWS & INSIGHTS ABOUT WEALTH MANAGERS Give your clients a complete picture of their wealth with streamlined communications and make more informed investment decisions. BUSINESS NEEDS Solutions built for wealth managers Our software and services built for wealth managers fulfill business needs including portfolio management, rebalancing, client portal, data management, outsourcing, and fund order management. PORTFOLIO MANAGEMENT, ACCOUNTING & REPORTING Make your workflow work for you with integrated and customized portfolio and investment management and reporting. TRADING, REBALANCING & COMPLIANCE Streamline trading with a true cloud solution for model management and rebalancing. CLIENT PORTAL Build and strengthen relationships with our digital client experience. DATA MANAGEMENT Count on accurate and timely data for your entire investment lifecycle through a single platform. OUTSOURCING Increase efficiency and scalability with cloud-delivered technology and outsourced services. FUND ORDER MANAGEMENT Ensure efficient fund distribution with automated order management processes. See all business needs RESOURCE LIBRARY Access expert analysis and resources from SS&C Advent Previous PRODUCT BRIEF Black Diamond Wealth Platform VIDEO SS&C Advent Data Solutions INFO KIT Advent Outsourcing Services Next THE LATEST FROM OUR BLOG Stay up to date on SS&C Advent wealth management software and services 11 NOVEMBER 2021 Michael Kitces on Universal Wealth Platforms and Burden of Too Much Choice BY: BRIAN JUSTICE READ MORE 04 NOVEMBER 2021 Understanding CFA Institute’s New ESG Disclosure Standard for Investment Products BY: HOLLY WASHINGTON & CRISTA DESROCHERS READ MORE 21 OCTOBER 2021 Exceed Client Expectations with Trust and Technology BY: STEVE LEIVENT READ MORE READ MORE BLOG POSTS Get more information about our wealth management software and services Please complete the short form below and one of our representatives will contact you to discuss next steps Firm type * Asset Manager Broker Dealer Family Office Financial Planner Fund Administrator Fund of Funds Hedge Fund Investment Advisor Prime Broker Wealth Manager Other Firm type * Country * United Kingdom United States of America Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bosnia and Herzegovina Botswana Brazil British Virgin Islands Brunei Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Cayman Islands Central African Republic Chad Chile China Colombia Comoros Congo (CG) Congo (CD) Costa Rica Côte d'Ivoire Croatia Cuba Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Faroe Islands Fiji Finland France French Guiana French Polynesia Gabon Gambia Georgia Germany Ghana Greece Greenland Grenada Guadeloupe Guam Guatemala Guinea Guinea-Bissau Guyana Haiti Vatican City Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati Korea (KP) Korea (KR) Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands Netherlands Antilles New Caledonia New Zealand Nicaragua Niger Nigeria Northern Mariana Islands Norway Oman Pakistan Palau Palestinian Territory Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Réunion Romania Russian Federation Rwanda Saint Kitts and Nevis Saint Lucia Saint Vincent and Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa Spain Sri Lanka Sudan Suriname Swaziland Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Timor-Leste Togo Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States of America Uruguay Uzbekistan Vanuatu Venezuela Vietnam Virgin Islands, US Yemen Zambia Zimbabwe Country * I would like to receive emails from SS&C Advent containing industry insights, information about solutions, and invitations to events. You may opt out at any point in the future by clicking the unsubscribe link in the footer of any emails from SS&C Advent. We respect your privacy and will not sell your personal information to third parties. By submitting this form SS&C Advent will use the information you have provided here in accordance with our Privacy Policy. By providing your personal information, you agree that SS&C Advent may use it to contact you by email and/or telephone. If you do not agree to SS&C Advent using your personal information for this purpose, do not complete this form. SUBMIT Interested in exploring all of our financial technology software and services? LEARN MORE WHO WE SERVE SOLUTIONS CAREERS COMMUNITY LOGIN CONTACT REQUEST DEMO © 2021 SS&C Advent Privacy Partners Disclaimer Safe Harbor Statement SS&C Investor Relations TCSA Subscribe By clicking “Accept Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Cookie Settings Accept Cookies