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Our experts are here to help you make the most of our solutions over the life of your business.


Effective use of our solutions starts with a smooth, timely and successful implementation. Our approach has helped thousands of clients get off to a great start.

Planning: From the outset, we provide project oversight and management to help you manage risks, identify objectives and assign ownership of individual tasks.

Deployment: We help figure out the best workflows for your firm, and guide you in identifying the features and functionality you’ll need.

Documentation: We’ll deliver a document detailing your configuration and workflow. This document helps get people on board quickly by graphically illustrating improvements to processes and workflows.

Training: Our trainers help you get started the right way by showing you how to use all your new capabilities from day one. We’ll tailor the training to meet your specific needs. You may also choose to supplement with online and classroom training from our extensive course list.


Every system needs a tune-up to make sure it’s performing at peak efficiency. We start by looking at how you get things done – then we figure out how to help you do it even better.

Automation: Rely on us to help you automate repetitive tasks and streamline manual processes to minimize risk and boost your productivity.

Integration: Build connections between your SS&C Advent solution and your other critical systems to minimize “friction points” and seamlessly exchange data between systems.

Customization: We’ll design special reports or software tools to meet your unique requirements.

Education: Become a power user. Build on your foundation of knowledge by enrolling in an advanced online or classroom course. We even offer certification programs to affirm your skills.

Ongoing Support

We have a stake in your success. We’ll help keep your operations running smoothly over the life of your business.

24/7 Global Support: For pressing issues that need expert attention, our highly skilled, certified support team responds quickly and gets the right answer.

Advent Direct® Community: The best, most effective way to get quick, thorough responses is through our online community. By providing detailed descriptions, steps to reproduce the issue and screen shots, your inquiry is instantly directed to a designated subject matter expert. You also have 24/7 access to comprehensive online resources and self-help tools.

Continuing Education: Are you feeling confident that your product knowledge is current? Turn to Advent University to brush up on your knowledge and advance your skills.

Upgrades: We’re continually improving our solutions and offer upgrades at regular intervals. Let our team led you through upgrades so you can start getting the benefit of the latest functionality with virtually no disruption to your business.