SS&C Advent
SS&C Advent provides a comprehensive suite of investment management software designed to help asset managers, wealth managers, and family offices streamline their entire front-to-back office operations and reporting.
CoinTracking
CoinTracking is a comprehensive crypto portfolio manager and tax reporting software that tracks your trades, generates real-time reports, and calculates capital gains for over 100 countries.
Quick Comparison
| Feature | SS&C Advent | CoinTracking |
|---|---|---|
| Website | advent.com | cointracking.info |
| Pricing Model | Custom | Freemium |
| Starting Price | Custom Pricing | Free |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1983 | 2012 |
| Headquarters | San Francisco, USA | Munich, Germany |
Overview
SS&C Advent
SS&C Advent offers a robust ecosystem of tools to help you manage the entire investment lifecycle. Whether you are an asset manager, a wealth advisor, or running a family office, you can use these solutions to handle portfolio accounting, trade execution, and client reporting from a single integrated environment. The platform focuses on eliminating operational bottlenecks by automating data flows between your front and back office teams.
You can choose from specialized products like Geneva for complex fund accounting or APX for integrated portfolio management and reporting. By centralizing your data, you reduce the risk of manual errors and gain a clearer view of your firm's performance. The software is designed to scale with your business, supporting everything from local boutique firms to global institutional investment managers.
CoinTracking
CoinTracking helps you take control of your cryptocurrency portfolio by consolidating trades from hundreds of exchanges into one clear dashboard. You can monitor your profit and loss in real-time, track the value of your coins, and analyze your trading history with interactive charts. It solves the massive headache of manual record-keeping by automatically importing data via API or CSV, ensuring your transaction history is always up to date.
The platform excels at simplifying tax season by generating audit-ready reports based on various accounting methods like FIFO, LIFO, and HIFO. Whether you are a casual hobbyist or a professional fund manager, you can customize reports to meet specific legal requirements in your country. It eliminates the guesswork from capital gains calculations so you can file your taxes with confidence and accuracy.
Overview
SS&C Advent Features
- Portfolio Accounting Track your positions, transactions, and cost basis accurately with automated accounting engines that handle complex global assets.
- Automated Reporting Generate professional, branded performance reports for your clients automatically to save hours of manual preparation every month.
- Trade Order Management Execute trades and manage compliance workflows in real-time to ensure your portfolio stays aligned with your investment mandates.
- Data Aggregation Consolidate data from multiple custodians and brokers into one view so you always have a single source of truth.
- Revenue Management Calculate complex management fees and automate your billing processes to ensure you get paid accurately and on time.
- Mobile Access Access your portfolio data and firm performance metrics from your tablet or smartphone while you are meeting with clients.
CoinTracking Features
- Automatic Exchange Imports. Connect your favorite exchanges via API to sync your trading data automatically without manual data entry.
- Real-time Portfolio Analysis. View your total account value, individual coin performance, and realized or unrealized gains in real-time.
- Tax Report Generator. Create detailed tax forms for capital gains and income based on your specific country's regulatory requirements.
- Interactive Charting. Visualize your portfolio growth and trading history with professional-grade charts for every coin and currency.
- Blockchain Analysis. Import transactions directly from various blockchains by simply entering your public wallet addresses or xPub keys.
- Trade Backups. Secure your data with encrypted backups and export your entire trade history to CSV, PDF, or Excel.
Pricing Comparison
SS&C Advent Pricing
CoinTracking Pricing
- Up to 200 transactions
- Personalized analysis
- Manual CSV imports
- Coin tracking and analysis
- Tax reporting features
- Everything in Free, plus:
- Up to 3,500 transactions
- API exchange imports
- Wallet imports
- Tax and capital gains exports
- Priority support access
Pros & Cons
SS&C Advent
Pros
- Extremely reliable portfolio accounting for complex global instruments
- Highly customizable reporting engine meets specific client demands
- Strong integration between front and back office modules
- Excellent scalability for firms managing high volumes of data
Cons
- Significant learning curve for new or non-technical staff
- Implementation process can be lengthy and resource-intensive
- Premium pricing makes it expensive for very small firms
CoinTracking
Pros
- Supports a massive range of exchanges and wallets
- Highly accurate tax reports for multiple jurisdictions
- Generous free tier for casual crypto investors
- Detailed historical data tracking since 2013
Cons
- Interface feels dated compared to newer competitors
- Steep learning curve for advanced reporting tools
- Mobile app lacks some desktop-only features