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Wealth Utilities

SS&C Advent

SS&C Advent: Powering Portfolio Management Excellence.

"SS&C Advent is a comprehensive portfolio management solution designed for investment advisors and wealth managers. It streamlines investment operations, enhances client communication, and provides robust reporting capabilities. Firms leverage Advent to improve efficiency, maintain compliance, and deliver superior client service."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #206 in Wealth Utilities
Validated Adoption
24 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio accounting and reporting
Performance measurement and attribution
Client relationship management (CRM)
Automated reconciliation
Compliance monitoring

Primary Use Cases

Portfolio accounting
Performance reporting
Client billing
Compliance monitoring

Agentic Intelligence Briefing

"SS&C Advent provides a robust portfolio management platform that empowers investment firms to optimize operations and deliver superior client outcomes."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive portfolio management
Scalable platform for larger firms
Robust reporting capabilities
Integration with other SS&C products

Adoption Hazards

Can be expensive
May be overkill for smaller RIAs
Potentially complex implementation

Stack Compatibility Profile

How SS&C Advent integrates into institutional RIA stacks.

24 Firms Analyzed
Global Relay
63%
Stack Correlation
Riskalyze Online
50%
Stack Correlation
Nitrogen Wealth
46%
Stack Correlation
Red Oak
46%
Stack Correlation
Elements Financial Planning
33%
Stack Correlation
Google Tag Manager
29%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs, wealth management firms, and asset managers
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Black Diamond
2Orion Advisor Services
3Tamarac

Value Proposition

"For larger RIAs seeking a robust and scalable portfolio management solution with comprehensive reporting, SS&C Advent provides a proven platform."

Vendor Dossier

SS&C Advent logoS
SS&C Advent
advent.com
Corporate Portal

Audit Your RIA Stack

See how SS&C Advent fits into your overall tech efficiency score.

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