SS&C Advent Releases First Round of 2016 Product Upgrades
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced the global release of its first round of 2016 product enhancements for Geneva®, Advent Portfolio Exchange® (APX), Moxy®, Advent Rules Manager®, Advent Revenue Center®, Tamale RMS®, and Tradex®.
“We are dedicated to helping firms using our solutions maintain their competitive edge,” said Robert Roley, SVP Product and Client Experience, SS&C Advent. “Through continuous investment in the features, functionality, integrations, and emerging technologies, SS&C Advent continues to develop innovative upgrades that set our clients up for success, whether that’s reducing operational risk, increasing client satisfaction, or realizing efficiencies that help grow their businesses. More clients than ever are looking to take advantage of the latest features. They are turning to our Professional Services organization, SS&C’s team of experts, to successfully upgrade and enhance their client servicing capability and streamline internal workflows.”
Geneva
Enhancements in this release deliver a comprehensive expense management solution designed to streamline the configuration of commonly used calculations and automate the expense accrual process. Furthering the extensive Hybrid Fund capabilities within Geneva include workflow enhancements and timelines enabling users to easily drill through to complex details.
Advent Portfolio Exchange (APX)
Upgrades to APX include improved data management and reporting capabilities to achieve greater operational efficiencies. Clients will also benefit from new standardized look-through reporting capabilities to more quickly address regulatory requirements such as AIFMD.
Moxy and Advent Rules Manager
Expanded capabilities for Moxy and Advent Rules Manager include improved data management, workflow tools, and new and updated connectivity destinations. Most notably, a new trading venue has been created by a group of leading investment management firms that seeks to lower trading costs, enhance the transparency of trading protocols, and delivers improved performance to clients and continue to add to the extensive library of trading algorithm partners.
Tradex
New configurable trade types allow Tradex to handle almost any type of transaction from dividends to capital calls and minimize customization of workflows as well as relevant information to each user.
Biannual improvements to the product suite are released on a regular and predictable cycle – April and October each year. This first round of upgrades reflect direct requests from the Advent Community, an online ecosystem of clients, partners, employees, and experts.