SS&C Advent Axys
The industry standard for portfolio management and reporting.
Overview
Axys is a portfolio accounting, management, and reporting solution from SS&C Advent. It is designed to automate time-consuming tasks, improve accuracy, and provide clear insights into portfolio performance. With a vast library of pre-defined reports and customization options, it serves asset managers, wealth managers, and family offices who need a turnkey solution with robust reporting capabilities.
✨ Key Features
- Portfolio Accounting (Tax Lot or Average Cost)
- Performance Measurement (GIPS compliant)
- Customizable Reporting and Graphics
- Multicurrency Capabilities
- Support for a wide range of security types
- Automated Reconciliation
- Fixed Income Accounting
🎯 Key Differentiators
- Extensive library of pre-defined, customizable reports.
- Long-standing industry reputation and stability.
- Strong capabilities in fixed-income and multicurrency accounting.
Unique Value: Provides a robust, reliable, and turnkey portfolio accounting and reporting solution with deep functionality and customization, allowing firms to increase productivity and accuracy.
🎯 Use Cases (4)
✅ Best For
- Used by hundreds of investment management firms.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms requiring a fully cloud-native, SaaS solution
- Individual retail investors
🏆 Alternatives
Compared to newer, cloud-based platforms, Axys offers a more traditional, on-premise deployment with a strong focus on detailed accounting and an extensive, proven reporting engine.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
💰 Pricing
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