Company Details
Competitors of SS&C Advent Software
Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial... Read More
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the... Read More
STP Investment Services is a financial and technology service provider specializing in operational, technical, consulting and software services for investment managers. Our services include: • Investment Accounting & Performance • Fund Administration • Reconciliation & Trade... Read More
Products & Services
View AllAdvent Portfolio Exchange®
For over 800 asset managers, wealth managers and family offices around the world,the game-changing solution is Advent...
Learn MoreBlack Diamond℠
Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. To...
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Geneva® covers the full spectrum of your business: front office decision support and portfolio management, middle...
Learn MoreTamale RMS®
High-performing investment managers know that quality research leads to wellinformed investment decisions and better...
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Moxy® integrates and streamlines all aspects of the investment management process, from portfolio construction through...
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Security, Compliance, and the Cloud
A cloud-based technology platform makes your firm more agile and responsive, which translates to better client service....
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Have You Outgrown Your Portfolio Management System?
Technology has empowered the investment management industry to grow exponentially over the last 30 years. But with that...
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Close more business and build your brand using technology
In today’s more competitive environment with more and more financial services providers adopting a “wealth management”...
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