Investment Management Leading Solutions

Our range of data solutions deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms — when and how you need it.

Access commission-free insurance and annuities to grow your practice and deliver greater client benefits – right from your desktop.

Leverage a comprehensive suite of modernized, scalable, and intuitive investment management solutions, designed to optimize your workflow.

With Advent Managed Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

With access to product developers and unique product expertise, our services team can help you get the most out of our solutions.

Increase productivity with an easy-to-use, turnkey portfolio reporting and accounting solution.

Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

The Genesis Platform offers deep, purpose-built applications covering all facets of the investment lifecycle - portfolio management, trading, analytics, accounting, and reporting.

Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently – all within the Genesis Platform.

Leverage an industry-standard and comprehensive portfolio and investor accounting solution to diversify your strategies and drive growth for your business.

A portal solution for clients and advisors alike, to redefine your client relationships and help you thrive on client engagement.

With capabilities spanning portfolio modelling through to trade creation, execution, confirmation, allocation and settlement, Moxy® seamlessly improves operational efficiency.

Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

We right-size our solutions and services to fit your needs and fuel your growth.

Mineral Management. Simplified.

A powerful, comprehensive performance measurement and attribution solution, SS&C Sylvan delivers timely, precise, and actionable insights.

By merging superior technology from the SS&C ecosystem, the Trust Suite of products delivers a uniquely comprehensive offering for trust companies.

A flexible, end-to-end reporting solution, SS&C Vision FI enables the efficient creation, customization, and delivery of individualized client-facing reports.

Syncova’s powerful tools enhance margin and financing management, high quality analysis, reconciliation, replication, alerting and reporting.

With Tradex, you can manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service.