6B are experienced integration partners for financial institutions working with SS&C Advent solutions, including Advent Genesis, Advent Portfolio Exchange (APX), Advent Geneva, and Advent Black Diamond. We support connectivity with Advent’s accounting engines, performance measurement tools, reporting modules, custodial interfaces, and digital adviser platforms. From discovery and architecture through to development, deployment, and long-term optimisation, we deliver integration solutions engineered for security, scalability, and regulatory alignment.
As a specialist financial technology partner, we enable wealth managers, asset managers, fund administrators, and advisory firms to unlock the full value of SS&C Advent by connecting modern digital applications, operational tools, and investment data services into a cohesive, efficient ecosystem.
Understanding SS&C Advent Integration
SS&C Advent is a market-leading suite of portfolio management, investment accounting, performance measurement, and reporting solutions used widely across wealth management, asset management, and institutional investment sectors. Its platforms support complex investment strategies, multi-asset portfolios, global accounting requirements, and comprehensive operational workflows, enabling firms to manage portfolios at scale with accuracy and efficiency.
Integration with SS&C Advent is enabled through a robust set of APIs, data interfaces, reporting engines, and secure file-based exchanges. These support access to client accounts, holdings, transactions, valuations, performance metrics, benchmarks, security master data, models, and reconciliations. Advent’s modern platforms—such as Genesis and Black Diamond—offer RESTful APIs, event-driven data updates, and cloud-native integration options, while its institutional tools like APX and Geneva provide structured data feeds for synchronisation and reporting.
These capabilities allow firms to connect Advent to CRMs, financial planning platforms, OMS/EMS systems, custodians, performance and risk engines, analytics tools, compliance platforms, data warehouses, and client-facing digital experiences. With strong security controls and a deep emphasis on data integrity, the Advent ecosystem is built to support regulated environments across global investment markets.
Our SS&C Advent Integration Process
At 6B, we deliver Advent integrations through a structured, end-to-end process that ensures alignment with your business goals, operational workflows, and regulatory requirements. We begin with a detailed discovery phase, working closely with your operations, compliance, and technology teams to define your integration needs—whether that includes real-time positions, daily valuations, transaction imports, model portfolio updates, performance results, or client reporting data. We map these needs to the appropriate Advent APIs, reporting tools, and data services.
Once requirements are established, our architects design a secure, scalable integration approach tailored to your infrastructure. We consider data modelling, encryption, authentication, auditability, reconciliation workflows, and performance considerations to ensure the integration meets financial-grade requirements. Solutions may utilise synchronous API interactions, scheduled batch data feeds, event-driven routing, or hybrid architectures depending on operational priorities.
Development is carried out using Advent-approved environments and 6B’s integration accelerators, ensuring efficient delivery and consistent engineering quality. We implement robust authentication modules, data validation rules, transformation logic, and error-handling frameworks to ensure accurate and predictable data flows. Each integration undergoes extensive testing—including functional validation, load testing, reconciliation checks, security assurance, and compliance review—to ensure full reliability and accuracy in live investment environments. Once deployed, we manage go-live, monitoring, ongoing optimisation, and enhancements as your platform and operational needs evolve.
Benefits of SS&C Advent Integration
Integrating your systems with SS&C Advent delivers significant operational, compliance, and client-facing advantages. Automated data exchange reduces manual reconciliation, improves accuracy, and accelerates middle- and back-office processes such as accounting, reporting, and performance calculations. Access to up-to-date holdings, transactions, valuations, and performance metrics enhances portfolio oversight and supports more informed, timely decision-making across investment teams and advisers.
Clients benefit from richer digital experiences, including real-time portfolio visibility, enhanced reporting, and consistent data across platforms. Integration also supports regulatory obligations by enabling consistent, auditable data aligned with FCA, SEC, MiFID II, AML/KYC, and other global standards. Operational scalability increases as automated workflows replace manual processes, enabling your organisation to grow assets under management without increasing administrative overhead. SS&C Advent’s modern, API-driven capabilities also support future innovation and product flexibility.
Why Choose 6B for SS&C Advent Integration?
Deep experience integrating complex wealth management, investment accounting, and portfolio management platforms.
Expertise across SS&C Advent solutions including APX, Geneva, Genesis, and Black Diamond.
Proven integration accelerators that reduce delivery timelines while maintaining reliability and regulatory alignment.
Security-first engineering practices including encryption, granular access controls, auditing, and compliance with FCA, MiFID II, AML/KYC, and ISO 27001.
Full end-to-end service from discovery and architecture to development, testing, deployment, and long-term optimisation.
Solutions engineered for financial-grade performance, resilience, and future scalability aligned with the Advent ecosystem.
SS&C Advent Integration FAQs
What systems can be integrated with SS&C Advent?
What systems can be integrated with SS&C Advent?
SS&C Advent supports integration with a wide range of investment and wealth management systems, including CRMs, trading and order management systems (OMS/EMS), custodians, data warehouses, financial planning platforms, risk and performance engines, reporting tools, and client-facing digital applications. Its APIs and data feeds enable secure, structured connectivity across investment operations.
Does SS&C Advent support real-time or event-driven data exchange?
Does SS&C Advent support real-time or event-driven data exchange?
Yes. Modern Advent platforms such as Genesis and Black Diamond support real-time or near-real-time API interactions, enabling immediate access to positions, holdings, transactions, and performance data. Traditional Advent systems like APX and Geneva support scheduled data feeds that run at daily or periodic intervals, depending on operational needs.
What security and compliance standards apply when integrating with Advent?
What security and compliance standards apply when integrating with Advent?
Integrations must comply with robust security and regulatory standards including encrypted communication (TLS), role-based access controls, audit logging, data minimisation, and alignment with FCA, SEC, MiFID II, AML/KYC, and ISO 27001 frameworks. 6B integrates these requirements throughout design, development, and deployment.
How long does an SS&C Advent integration project typically take?
How long does an SS&C Advent integration project typically take?
Project duration depends on complexity, data volume, and the number of systems involved. Simple API integrations may be completed within weeks, while multi-workflow projects involving valuations, reconciliations, performance, and reporting may take several months. Our discovery phase outlines an accurate timeline based on your specific scope.
Do we need access to Advent test or sandbox environments?
Do we need access to Advent test or sandbox environments?
Yes. Access to the appropriate Advent environments—such as Genesis sandboxes, Black Diamond developer access, or APX/Geneva test data sets—is essential for validating mappings, workflows, authentication flows, and reconciliation accuracy. 6B helps coordinate access with SS&C and your internal teams.
Can integrations support both batch and real-time workflows?
Can integrations support both batch and real-time workflows?
Absolutely. Many Advent setups use a hybrid model: APIs for real-time access to accounts or holdings, with scheduled data feeds for valuations, transactions, and performance. We design your integration to align with your operational processes, regulatory obligations, and system architecture.
How does 6B ensure accuracy and reconciliation across integrated systems?
How does 6B ensure accuracy and reconciliation across integrated systems?
Data accuracy is central to Advent integration. We implement validation rules, reconciliation checks, audit trails, and exception handling to ensure data consistency across systems. Our approach includes alignment with Advent’s accounting models and performance calculation methodologies to avoid discrepancies.
What support is available after the Advent integration goes live?
What support is available after the Advent integration goes live?
6B provides ongoing monitoring, incident response, reconciliation support, performance optimisation, and enhancements as your integration evolves. We also help ensure alignment with new Advent platform updates, regulatory changes, and your organisation’s operational needs.
Estimate the Cost of Your SS&C Advent Integration Project
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Thank you for your request! 🙌 We will review your project and get back to you within 24 hours to share a ballpark estimate.
Want to speak to someone today? Call 6B on 0113 350 1290.
Readiness Checklist for SS&C Advent Integration
- Define the investment, accounting, or reporting workflows your integration must support (e.g. valuations, performance, transactions, reconciliations).
- Confirm regulatory obligations across FCA, SEC, MiFID II, AML/KYC, and internal governance frameworks.
- Ensure your data governance, retention, and encryption policies are up to date.
- Identify whether your use case requires real-time APIs, scheduled data feeds, or a hybrid design.
- Determine which Advent interfaces, APIs, or reporting services are required for your use case.
- Prepare a system-level data map showing how your platform will exchange information with Advent.
Speak To Our SS&C Advent Integration Experts
Whether you're developing a new digital financial services product or extending an existing solution with SS&C Advent integration, 6B brings the technical expertise, financial services insight, and experience needed to accelerate delivery.
