Audience

Wealth management firms

About Axys

Automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Wealth management is a relationship-based business, and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys® automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys will increase your productivity, improve accuracy, and provide a clear picture of your portfolios and their performance, without disrupting your existing infrastructure. Automated reconciliation of trade information, settlement data, transactions and positions. SS&C Advent’s industry-leading portfolio management solution brings speed, accuracy, and flexibility to all your portfolio management and accounting functions.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

SS&C Advent
Founded: 1983
United States
www.advent.com/solutions/axys/

Videos and Screen Captures

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Product Details

Platforms Supported
Windows
Training
Documentation
In Person
Support
Phone Support
Online

Axys Frequently Asked Questions

Q: What kinds of users and organization types does Axys work with?
Q: What languages does Axys support in their product?
Q: What kind of support options does Axys offer?
Q: What type of training does Axys provide?

Axys Product Features

Hedge Fund

Compliance Management Supported
Investor Reporting Supported
Performance Analysis Supported
Portfolio Analysis Supported
Portfolio Management Supported
Contact Management Not Supported
Investor Accounting Not Supported
P&L Calculation Not Supported
Partnership Accounting Not Supported

Investment Management

Accounting Management Supported
Bonds / Stocks Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Modeling & Simulation Supported
Performance Metrics Supported
Portfolio Management Supported
Benchmarking Not Supported
Client Management Not Supported
Commodities Not Supported
Fund Management Not Supported
Payroll & Commissions Not Supported
Risk Management Not Supported