SS&C Announces 2H2020 SS&C Advent Product Updates

WINDSOR, Conn., Nov. 17, 2020 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced releases across its full line of SS&C Advent solutions, including Advent Portfolio Exchange®, Advent Genesis®, Geneva®, Moxy® and related platforms.

"Over decades, our solutions have been built in partnership with our customers, with a focus on enhancing user experience and streamlining operational workflows," said Karen Geiger, Senior VP and Co-General Manager, SS&C Advent. "Our continuous release schedule allows our clients to be more proactive and better positioned to take advantage of market opportunities."

Highlights of the latest releases include:

    --  Advent Outsourcing Services (AOS) has completed the rollout of its
        console, giving clients greater visibility and transparency into
        operational workflows, such as portfolio and market data management. The
        console also displays the real-time status of the automation in clients'
        environments, providing more efficient and effective interactions with
        the AOS team.
    --  Advent Portfolio Exchange(®) offers several new features in this cycle,
        including expanded search and favorites capabilities, so users can
        quickly find information. New workflows more easily create and clone
        portfolios, groups and composites. Improved automation to create, update
        and delete report macros lower client's operating costs and improve
        consistency.
    --  Advent Revenue Center(®) recently added scalability enhancements to
        improve invoice generation, forecast creation, and reporting, reducing
        processing times for these key areas by up to 80% relative to previous
        versions.
    --  Geneva® introduces Geneva SmartSync, the intelligent data delivery
        solution that eliminates batch processing and automates event-driven
        updates with its real-time SmartSync capabilities. The Asset Servicing
        workspace enables users to view system-wide events to show eligible
        portfolios, position impacts, and workflows. Additional enhancements
        include support for the transition from LIBOR to SOFR and better use of
        machine learning and AI for data management and governance with Lumis®.
    --  Advent Genesis(TM) recently released a new overlay portfolio management
        workflows for firms to manage diversified, multi-strategy portfolios and
        households while seamlessly integrating to the rest of the Advent
        Investment suite of solutions for beginning of day information and
        trading workflows. Additional functionality includes a new trade program
        allowing portfolio managers to easily reinvest proceeds from sales,
        enhanced restriction management workflows, and additional role-based
        controls.
    --  Tamale RMS® continues to deliver, with its sixth release this year, the
        introduction of task management and an enhanced contact model.  By
        leveraging AI and Machine Learning technology, Tamale saves analysts and
        portfolio managers time by automatically tagging notes and files.
    --  Tradex®: The fund order management and distribution platform introduces
        new integration to Geneva World Investor®. The latest updates include
        new ways to automate exporting cash transactions, order instructions and
        settlements. Further enhancements include logging, performance and
        integration automation and security.
    --  Advent® Syncova: This flexible calculation platform continues its
        investment in data management, supporting the ability to archive
        standard margin and financing results to XML and a new series of APIs to
        facilitate margin rule override management. A consolidated stand-alone
        utility for managing Syncova Services enables simplified installations
        and operations.

About SS&C Technologies
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Additional information about
SS&C (Nasdaq:SSNC) is available at www.ssctech.com.
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SOURCE SS&C