Optimizing fund order management & distribution
The power of a flexible operating model

Despite the volatile market conditions, the investment management industry has gone from strength to strength. And the overall outlook looks promising.

But with competition, market uncertainty and complexity on the rise, industry participants must adapt their operating models if they are to differentiate their services and maintain a competitive edge in this increasingly challenging environment.
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Simplify your fund operations. Accelerate your business.
Ease the burden of administration and compliance with a complete solution for fund order management and distribution.

Watch our product preview, and request a demo tailored to your business.
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Proven

  • State-of-the-art, cloud delivered technology
  • Single trusted provider for software, hosting and BPO
  • Bespoke services offerings to meet your unique needs
  • Enhanced operational resiliency
  • Lower cost of ownership
  • Tailored solutions for your region
  • Lets you focus on your core business instead of technology and operations

Trusted

“By having applications as a service, we are buying a lot of convenience. SS&C Advent’s environment is more stable, the systems are easier to use and maintenance is easier.”
- Rogier Wolf, Operations Manager, IBS Capital Allies

Learn how this asset manager in the Netherlands benefit from a simpler and more stable setup, backed by the industry expertise from SS&C Advent.

The automated solution

Cloud delivered or fully outsourced. Your choice.

The complexity of the fund market presents many challenges on the operational side, especially with regards to the order process. We offer a flexible and scalable solution that lets you replace manual procedures with a highly automated workflow. Which means you can manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service — without the extra work.

CASE STUDY

“The platform is a crucial part of our infrastructure, and the backbone of everything we do.” - Formue

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TECHNOLOGY BRIEF

Technology designed to manage and distribute funds more efficiently, in a growing industry of constant change.

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CASE STUDY

“We now have a reliable and scalable platform to support our plans for growth.” - SP - Fund Management

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Benefit from powerful features

Automated workflow-based fund order processing, including trade compliance
Fast, easy access to accurate, reliable data for more informed decisions
Efficient fund distribution including transfer agency
Complete unit / share holder registry with reporting
Automatic aggregation of orders for specific funds into block orders
Automatic order notification to fund providers and administrators
Optional approval and trade compliance checking against client mandates
Choice of currencies for settlement
Automated share allocation and settlement
Online self-service tools for clients

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Find out more

There is no doubt that the right technology partner can help reduce the IT burden and operational pain points at your firm. Many leading asset and wealth managers across Europe and the Middle East rely on our solutions and services to streamline their fund operations.

To learn more about what we can do for your business, please contact us.

There is no doubt that the right outsourcing partner can help reduce the IT burden and operational pain points at your firm. Today, we help many investment managers do more with less, supported by our dedicated services team. For more information about Advent Outsourcing Services and what we can do for your business, please contact us.

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