ATHENS, GR – May 4, 2022 – Finvent, the provider of integrated investment management software solutions, and the sole regional distributor and services provider of SS&C Advent Software since 2001, following extensive regional testing, we announces the releases across the full line of SS&C Advent solutions, including Advent Portfolio Exchange®, Advent Genesis®, Geneva®, and other related platforms.

“The second round of 2021 product updates demonstrates our ongoing investment in technology, product development, growth and expansion of our global offerings to support our clients as they scale,” says Karen Geiger, Senior Vice President and Co-General Manager of SS&C Advent. “This release offers forward-looking technology to streamline workflows, provide key functionality to optimize operations and augments the overall user experience.”

“We partner with the best to offer our customers the best”, said Makis Ioannou, CEO of Finvent. “We have been the exclusive regional distributor of SS&C Advent solutions for a very long time and via the services we provide to its clients globally the Finvent team as gained invaluable and international industry know-how and expertise in numerous markets. And with pour strong and experienced team, we aim to deliver more satisfied clients via the globally recognized SS&C Advent solutions” he added.

Highlights of the latest releases include:

  • Advent Portfolio Exchange® created additional entity and accounting REST APIs for improved integration and scalability. In addition, further UI improvements to support Google’s Chrome browser and Microsoft Edge and increased run-time improvements to Rex and Performance Update processes were added.
  • Geneva® introduced Audit Workspace and Query Builder via the web-based Workspaces to augment the user experience. Additional enhancements include managing fund expenses, further automating options processing, and helping streamline feeds to data warehouses. As part of the Geneva experience, Advent Lumis® allows clients to manage multiple data views through a centralized, intuitive operations dashboard configurable by user, team or organization. In addition, users gain easy access to real-time data file transmission metrics, data exception details, reconciliation summary information, workflow status updates and more.
  • Advent Genesis continued releasing features to support multi-asset-class portfolios, including new fixed-income features, enhanced order proposal optimization logic to reduce drift further and strengthen transparency and added refined order creation functionality to improve asset class rebalancing across single or multiple models.
  • Moxy® and Advent Rules Manager released Advent Rules Manager NextGen to early adopter clients, expanded real-time pricing integration, and delivered various algorithmic trading enhancements for Wells Fargo Securities and Raymond James.

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.

About Finvent
FINVENT Software Solution (Finvent) is a regional provider of investment management software solutions and related professional services to Asset and Wealth Managers, Hedge and Pension Fund companies, as well as Family Offices and Advisory operations. We also deliver our own industry recognized and awarded-winning specialized solutions in investment & risk analytics, system integration and outsourced services to money managers across Europe and Africa. Follow Finvent on Twitter, LinkedIn and Facebook.

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