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Average Ratings 0 Ratings

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features
design
support

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Description

Advent is a versatile solution that transcends device, operating system, and browser constraints, featuring a user-friendly interface that can be customized according to preferences. Say goodbye to the limitations of proprietary hardware and the hassle of regular backups. Our cloud infrastructure is designed to be both agile and secure, ensuring your data is always protected. With Advent, you can easily connect to essential third-party vendors, streamlining operations by eliminating unnecessary data entry and enhancing your capacity for growth. Our innovative parts platform allows for more precise inventory management by implementing phase-in and phase-out criteria measured in weeks rather than months. We possess vast experience in integrating with thousands of external systems, enabling seamless connectivity across various platforms to address your business requirements. Advent has developed a multitude of features and standalone products tailored to tackle specific challenges faced in both traditional and modern automotive retail and wholesale sectors. Engage effectively with your customers; whether at your desk or commuting to work, you can call, text, or email them effortlessly. This ensures that you make timely connections with the right customers, ultimately driving your business's success. Additionally, our commitment to continuous improvement means that we are always evolving our offerings to better serve your needs.

Description

Streamline your portfolio reporting and accounting processes with a comprehensive solution that minimizes the need for IT assistance. In the wealth management sector, building relationships is crucial, and there is no alternative to the quality time spent with clients. SS&C Advent’s Axys® offers an extensive collection of ready-made reports alongside simple customization options, enabling firms to enhance efficiency and reduce time spent on tasks. As an integral component of the robust Advent Investment Suite, Axys is designed to boost your productivity, enhance precision, and deliver a transparent overview of your portfolios and their performance, all while maintaining your current operational framework. The system automates the reconciliation of trade details, settlement information, transactions, and positions seamlessly. Ultimately, SS&C Advent’s premier portfolio management solution introduces speed, accuracy, and adaptability into all aspects of your portfolio management and accounting operations, allowing you to focus more on client interactions and less on administrative tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Car Wars Yes 
DealerVault Yes 
Yooz Yes 
eCredit Complete Yes 

Integrations

Car Wars No 
DealerVault No 
Yooz No 
eCredit Complete No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Advent Resources

Website

www.adventresources.com

Vendor Details

Company Name

SS&C Advent

Founded

1983

Country

United States

Website

www.advent.com/solutions/axys/

Product Features

Auto Dealer

Accounting Yes 
Buy-Here-Pay-Here No 
Collections Management Yes 
Contact Database Yes 
Customer Database Yes 
Document Management Yes 
F&I Management Yes 
Financing Management Yes 
Form Printing Yes 
Inventory Management Yes 
Lease Management Yes 
New Car Dealer Yes 
New Car Lot Yes 
Online Inventory Yes 
Parts Management Yes 
Sales Management Yes 
Service Department Yes 
Used Car Lot Yes 
Website Integration Yes 

Dealership Management

Accounting No 
Auto Dealerships No 
Collections Management No 
Contact Database No 
Customer Database No 
Document Management No 
Equipment Dealerships No 
F&I Management No 
Financing Management No 
Form Printing No 
Lease Management No 
Marine Dealerships No 
Online Inventory No 
Parts Management No 
Powersports Dealerships No 
RV Dealerships No 
Service Department No 
Trailer Dealerships No 
Used Car Dealerships No 
Website Integration No 

Product Features

Hedge Fund

Compliance Management Yes 
Contact Management No 
Investor Accounting No 
Investor Reporting Yes 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

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