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.
Valutico
Valutico is a cloud-based valuation software providing financial professionals with automated tools and data to perform company valuations quickly using DCF and market-based methods.
Quick Comparison
| Feature | SS&C Advent | Valutico |
|---|---|---|
| Website | advent.com | valutico.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1983 | 2017 |
| Headquarters | San Francisco, USA | Vienna, Austria |
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.
Valutico
Valutico is a specialized valuation platform designed to help you perform complex company valuations in a fraction of the usual time. Instead of building spreadsheets from scratch, you can access a structured workflow that integrates high-quality market data from providers like S&P Global. You can perform Discounted Cash Flow (DCF) analyses and trading multiples comparisons while the system handles the heavy lifting of data sourcing and calculation.
The platform is built for accounting firms, corporate finance advisors, and investment professionals who need to produce professional, audit-ready valuation reports. You can customize your assumptions, select peer groups with ease, and export your final results directly into branded PowerPoint or Word documents. It bridges the gap between manual modeling and automated data integration to ensure your valuations are both fast and technically sound.
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.
Valutico Features
- Automated DCF Modeling. Calculate company value using Discounted Cash Flow methods with pre-built templates that ensure mathematical accuracy.
- Market Peer Analysis. Access a global database of public companies to identify and select comparable peers for trading multiples analysis.
- Transaction Multiples. Analyze historical M&A transactions to determine market-based valuation benchmarks for your specific industry or region.
- Integrated Market Data. Utilize high-quality financial data from S&P Global directly within your valuation workflow without separate subscriptions.
- Custom Report Generation. Export your entire valuation into fully editable Word or PowerPoint reports that match your firm's branding.
- Cost of Capital Calculator. Determine WACC and discount rates using integrated risk-free rates, equity risk premiums, and industry betas.
Pricing Comparison
SS&C Advent Pricing
Valutico Pricing
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
Valutico
Pros
- Significantly reduces time spent on data collection
- Produces professional and audit-ready valuation reports
- Access to high-quality S&P Global market data
- Intuitive step-by-step workflow for complex calculations
Cons
- Lack of transparent public pricing information
- May require a learning curve for junior analysts
- Limited flexibility compared to raw Excel modeling