A-Team Insight Briefs

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SS&C Technologies has released version 19.1 of its Advent portfolio management solutions. The Advent products, acquired in 2015, include Advent Portfolio Exchange (APX), a portfolio accounting and reporting solution that includes a new API for portfolios and token-based authentication capabilities. APX regulatory reporting is also improved. Advent Genesis, a cloud-based rebalancing, portfolio construction and trade creation platform, includes gain/loss calculations on proposed orders allowing users to monitor tax impacts, additional views for model comparisons and exposure analysis, and ability to allocate cash based on model targets. Advent Lumis, a data governance tool for Geneva, features new Rule Builder functionality.

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