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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Fundment has been developed to revolutionize your investment strategies and retirement planning, empowering you to assist clients in reaching their financial goals. With robust portfolio management features and access to a vast marketplace of Model Portfolio Services (MPS), we cater to various portfolio management styles. Our cutting-edge technology offers seamless account openings, automated drawdown processes, and efficient straight-through processing, enabling you to operate with greater efficiency and productivity. We pride ourselves on our ability to foresee the requirements of advisers, actively listening to your feedback and adapting accordingly. Experience swifter migrations through bulk uploads of client data and the ease of digital document processing. Additionally, our platform integrates smoothly with your chosen back-office and cash flow modeling services. The flexible and responsive technology we provide is tailored to your specific needs, rather than being constrained by the demands of providers relying on identical third-party solutions. Our commitment to enhancing the user experience ensures that you can manage migrations and document processing effortlessly, making your workflow even more streamlined.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

intelliflo portfolio

Integrations

intelliflo portfolio

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SS&C Advent

Founded

1983

Country

United States

Website

www.advent.com/solutions/axys/

Vendor Details

Company Name

Fundment

Founded

2014

Country

United Kingdom

Website

www.fundment.com/platform

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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