SS&C Advent Axys

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Score6.6

Rank#48 of 81

Free planNo

Runs onWindows

Summary

SS&C Advent Axys is ranked #48 of 81 in portfolio management software on Everything Xiaomi, made by SS&C Advent Axys (Windsor, Connecticut, United States). It runs on Windows.

SS&C Advent Axys plans and pricing

All plans

Axys Not published Pricing not stated; request a personalized demo advent.com · 4 Oct 2026

Compared on portfolio management software

Asset coverage: bothadvent.com
Performance reporting: Yesadvent.com
Investor reporting: Yesadvent.com
Multi-currency support: Yesadvent.com

Facts

Asset class coverage: multi_assetadvent.com · 20 Sept 2026
Tax-lot tracking: Yesadvent.com · 20 Sept 2026
Purpose: Axys automates portfolio reporting and accounting for investment firms.advent.com · 4 Oct 2026
Intended users: SS&C Advent describes Axys as a turnkey solution for asset managers, wealth managers, and family offices.advent.com · 4 Oct 2026
Portfolio accounting: It supports tax lot or average cost accounting and trade date or settlement date accounting.advent.com · 4 Oct 2026
Securities: It manages cash, equities, fixed income, mortgage-backed securities, and other security types.advent.com · 4 Oct 2026
Reporting: It includes hundreds of predefined reports and lets users create custom reports with Axys Report Writer Pro.advent.com · 4 Oct 2026
Performance: It calculates time-weighted and internal rates of return, supports blended benchmarks, and facilitates GIPS performance measurement and reporting.advent.com · 4 Oct 2026
Multicurrency: It can restate reports in different currencies and calculate international withholding tax.advent.com · 4 Oct 2026
Data integrations: The maker lists interfaces for ICE Data Service, DTCC, brokerage firms, custodians, Advent Custodial Data, and Advent Corporate Actions.advent.com · 4 Oct 2026
Market data integration: The maker says Axys integrates with Advent’s Market Data Manager to connect to ICE Data Services’ RemotePlus service.advent.com · 4 Oct 2026
Windows compatibility: A 2019 maker blog post says Axys 3.8.7 included updated compatibility with Microsoft Windows, Microsoft Office, and Adobe Acrobat.advent.com · 4 Oct 2026
Support: SS&C Advent offers application support, product guidance, expert resources, and community resources; its Pinnacle maintenance plan provides 24/7 support for critical severity 1 Axys issues.cdn.advent.com · 4 Oct 2026
Commercial details: The product page invites prospective customers to request a personalized demo and does not state a price or trial offer.advent.com · 4 Oct 2026
Accounting: It supports tax lot or average cost accounting and trade date or settlement date accounting.advent.com · 4 Oct 2026
Reconciliation: Interfaces can automate reconciliation of trade information, settlement data, transactions and positions with brokers and custodians.advent.com · 4 Oct 2026
Data interfaces: The page names ICE Data Service, DTCC, brokerage firms, custodians, Advent Custodial Data and Advent Corporate Actions as interfaces or connected services.advent.com · 4 Oct 2026
Currencies: Axys can restate reports in any currency and track trading, income and risk currencies for securities.advent.com · 4 Oct 2026
Infrastructure: Advent says Axys can provide portfolio visibility without disrupting a firm's existing infrastructure.advent.com · 4 Oct 2026
Security: Advent describes access to custodian data through a single secure connection to its Advent Custodial Data network.advent.com · 4 Oct 2026
Sales: Advent directs organizations to request a personalized demo for more information about Axys.advent.com · 4 Oct 2026
Company: SS&C Advent describes itself as a financial technology provider serving investment managers across asset management, wealth management and alternatives.advent.com · 4 Oct 2026