Advent Genesis & Advent Client Portal
from SS&C Advent
Offers a comprehensive solution for portfolio management, mobile client meetings, secure document vault, real-time communication tools, and personalized reporting. Empowers fund managers to engage with clients via mobile-friendly meetings and CRM integration.
Category:
Client Onboarding Systems
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
Advent Genesis & Advent Client Portal
Category:
Investor Communications Systems
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
Advent Genesis & Advent Client Portal
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