17.1 releases of APX and Geneva: Take a closer look

By: Shana Bruner

Based on conversations with its clients and popular discussions in Advent Community, SS&C Advent has made some changes to its core solutions. What exactly are Advent clients looking for? Here are some highlights:

Advent Portfolio Exchange® and Moxy®

Advent Portfolio Exchange (APX) clients tell us they want a “best of breadth” offering that supports many portions of their business on a single platform. In response, we’ve made improvements across the entire APX suite (portfolio and performance management, CRM, composite management, and integrations). APX 17.1 includes expanded data management tools, reporting enhancements, and improved usability with more efficient workflows.

We also added new audit and permission capabilities that enable firms to comply with the European Union’s General Data Protection Regulation (GDPR), the most significant change in data privacy regulation in 20 years.

The most noticeable change to Moxy is a redesigned, more modern user interface with streamlined order creation. Other key enhancements include connectivity with support of the 4.4 FIX protocol and integration with the SSCNet network for more post-trade communication options. 

The foundation for MiFID II support was incorporated with a plan to complete it later this year. We also continue to invest in integration across APX, Moxy, Advent Rules Manager®, and other SS&C solutions.

To learn more, check out the APX and Moxy 17.1 releases webinar.

Advent Geneva®

Geneva is the industry’s premier portfolio accounting and reporting system. It provides depth of asset class coverage in any currency and structure. Firms updating to 17.1 receive updates to Geneva’s enterprise information store, the real-time accounting data store that makes data access easier and reporting more efficient.

Other enhancements add depth in functionality for accounting for bank debt, swaps, forward FX, and other complex instruments. The close process for closed-end funds on our Geneva World Investor support is now automated. In addition, there are new expanded trackable investor liquidity options that allow firms to easily report on liquidity for current and future capital flows.

The Geneva 17.1 releases webinar explains these and other enhancements in full detail.

Advent continues to invest heavily in infrastructure and automation. Our operational services and cloud delivery of our solutions are among the best in the industry. Many of our new clients and an increasing number of existing clients use these services to augment their operations for a variety of reasons.  Ask us how.