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SS&C Advent Updates Key Offerings

December 2, 2020 by Eugene Grygo

SS&C Advent Updates Key Offerings

While clients of the SS&C Advent line of solutions are implementing the latest product updates, SS&C Technologies reports that it is seeing an acceleration of long-term customer trends such as the embrace of cloud computing and outsourcing as a result of the pandemic-induced lockdown, market volatility, and economic challenges. The offerings just updated — Advent… Read More >>

Filed Under: Derivatives Operations, Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, Governance, Artificial Intelligence, FinTech Trends, Integration, Standards, Performance Measurement, KYC, Industry News Tagged With: Advent Geneva, Advent Portfolio Exchange (APX), Financial Technology, SS&C, SS&C Advent, SS&C Advent Outsourcing Services, SS&C Technologies

Canoe Extracts PDF Data for Black Diamond Clients

August 26, 2020 by Eugene Grygo

Canoe Extracts PDF Data for Black Diamond Clients

A partnership between SS&C Technologies and a cutting-edge, data capture vendor Canoe Intelligence will let Black Diamond Wealth Platform clients automate the digitization of their PDF reporting documents, creating actionable data that can be sent to institutional investors, allocators, and asset-servicing firms. SS&C Advent’s Black Diamond Platform is a portfolio management system and client reporting… Read More >>

Filed Under: Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, Governance, Artificial Intelligence, FinTech Trends, Back-Office, Integration, Standards, Performance Measurement, KYC, Regulation & Compliance, Regulatory Reporting, Industry News Tagged With: Advent, Advent Axyx, Advent Geneva, Advent Portfolio Exchange (APX), AdvicePeriod, Black Diamond Wealth Platform, Canoe Intelligence, Seth Brotman, SS&C Technologies Holdings

Roley Leaves SS&C Advent for Post at TPG

July 15, 2020 by Eugene Grygo

Roley Leaves SS&C Advent for Post at TPG

Robert Roley has left systems and services vendor SS&C Technologies to take a position at private equity firm TPG, and SS&C has named two co-heads to replace him at the SS&C Advent division. “After 18+ years as a technology operator with Advent Software and SS&C, I joined TPG Capital’s software and enterprise technology team to… Read More >>

Filed Under: Derivatives Operations, Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, Diversity, Equity, and Inclusion (DEI), Back-Office, Standards, Performance Measurement, Regulatory Compliance, Industry News, People Moves Tagged With: Advent, Advent Portfolio Exchange (APX), Black Diamond, Buy-side, data management, private equity, Securities Operations, SS&C, TPG

SS&C Advent Releases On Schedule Despite Pandemic

May 26, 2020 by Eugene Grygo

SS&C Advent Releases On Schedule Despite Pandemic

SS&C Technologies has stuck to its release schedule for its SS&C Advent solutions line regardless of the challenges of the COVID-19 pandemic and lockdown. “These updates are part of our standard semi-annual release cadence. We have major releases of our products in April and October every year,” Karen Geiger, chief development officer (CDO) of SS&C… Read More >>

Filed Under: Derivatives Operations, Collateral & Margin Management, Derivatives Processing, Securities Operations, Buy-Side, Clearing, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, Governance, FinTech Trends, Back-Office, Integration, Standards, Performance Measurement, KYC, Derivatives, Regulatory Compliance, Regulatory Reporting, Industry News Tagged With: Advent, Advent Genesis, Advent Outsourcing Services, Advent Portfolio Exchange (APX), Lumis, Moxy, SS&C, Syncova, Tamale RMS, Tradex

SS&C Releases Updates for Advent Offerings

December 21, 2018 by Eugene Grygo

SS&C Releases Updates for Advent Offerings

Financial software and services vendor SS&C Technologies has just released version 18.2 of the SS&C Advent enhancements for Advent Genesis, Geneva, Advent Portfolio Exchange (APX), Moxy, Syncova, Tamale and Tradex, adding more accounting functions and support for financial reporting, officials say. The new features and functions, which will support clients with locally deployed or  outsourced… Read More >>

Filed Under: Derivatives Operations, Collateral & Margin Management, Derivatives Processing, Securities Operations, Buy-Side, Clearing, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, FinTech Trends, Back-Office, Integration, Performance Measurement Tagged With: Advent Genesis, Advent Portfolio Exchange (APX), front office, Geneva, Geneva World Investor, Moxy, portfolio manager, SS&C Technologies, Syncova, Tamale, Tradex, upgrades, workflow

SS&C Advent Updates Key Offerings

June 13, 2018 by Eugene Grygo

SS&C Advent Updates Key Offerings

SS&C Advent has unveiled product enhancements for its key offerings: Geneva, Advent Portfolio Exchange (APX), Moxy, Tamale and Tradex, adding capabilities for scalability, greater data access, and measures to streamline compliance, say vendor officials. The updated offerings of the 18.1 release are generally available today and “were released to existing clients earlier this quarter,” says… Read More >>

Filed Under: Securities Operations, Buy-Side, Data Management, Middle-Office, Ops Automation, Reconciliation & Exceptions, Risk Management, FinTech Trends, Back-Office, Integration, Performance Measurement, Regulation & Compliance, Regulatory Reporting Tagged With: Advent Portfolio Exchange (APX), compliance, data management, Geneva, MiFID II, Robert Roley, SS&C Advent, streamline compliance, Tamale, Tradex

Daman Investments Deploys SS&C’s APX

December 13, 2016 by Eugene Grygo

Daman Investments PSC, a Dubai-based financial services firm, has deployed the portfolio management system Advent Portfolio Exchange (APX) from SS&C Technologies to streamline operations, and bolster data management and reporting capabilities, according to officials at Daman and SS&C. A private joint stock company launched in 1998, Daman has become a non-bank financial services company known… Read More >>

Filed Under: Securities Operations, Buy-Side, Data Management, Industry News, Middle-Office, FinTech Trends, Back-Office, Standards, Performance Measurement Tagged With: Advent Portfolio Exchange (APX), client reporting, Daman Investments, fund accounting, GIPS, performance analytics, portfolio management, SS&C Technologies

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