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Advent Document Management from SS&C Advent

Streamlines management of client and fund documents, automates workflow approvals, supports regulatory compliance, and integrates with other Advent fund management solutions.

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Product analysis by function

Document Management Systems for Fund Operations

Platforms for storing, organizing, retrieving, and managing electronic documents related to fund operations, including statements, confirmations, legal documentation, and other records.
More Document Management Systems More Fund Operations ...

Document Storage and Organization
(7 Yes /7 Known /14 Possible features)

Document Access and Security
(8 Yes /8 Known /14 Possible features)

Search and Retrieval
(7 Yes /7 Known /13 Possible features)

Workflow Automation and Collaboration
(7 Yes /7 Known /13 Possible features)

Integration and Interoperability
(3 Yes /3 Known /12 Possible features)

Compliance and Regulatory Features
(9 Yes /9 Known /12 Possible features)

Performance and Scalability
(4 Yes /4 Known /10 Possible features)

User Experience and Interface
(4 Yes /4 Known /11 Possible features)

Reporting and Analytics
(3 Yes /3 Known /10 Possible features)

Backup, Recovery, and Business Continuity
(4 Yes /4 Known /10 Possible features)

Mobile and Remote Access
(2 Yes /2 Known /10 Possible features)

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Folder Hierarchies Ability to organize documents within nested folders and subfolders for logical grouping of records.		Advent Document Management references organizing documents for efficient retrieval and logical grouping, which implies folder/subfolder hierarchies.
Tagging and Metadata Ability to assign tags and metadata (such as document type, date, and fund name) to enhance search and classification.		The product highlights enhanced search and classification. This typically involves tagging and metadata.
Bulk Upload Upload multiple documents at once to improve efficiency.		Bulk upload is a common DMS feature and implied by 'streamlines management of documents' on the product page.
Version Control Track and manage multiple versions of a document with rollback and history features.		Version control is a standard feature for regulatory and audit purposes; compliance support implies this feature.
Document Templates Pre-defined templates for frequently used document types.		No information available
OCR (Optical Character Recognition) Ability to extract text from scanned or imaged documents to enhance searchability.		No information available
Document Size Limit Maximum allowed size per uploaded document.		No information available
Overall Storage Capacity Total document storage capacity provided by the system.		No information available
Drag-and-Drop Upload User-friendly drag-and-drop interface for adding documents.		Modern document management products provide drag-and-drop upload interfaces for usability.
Automatic File Naming Conventions Ability to standardize naming of documents during upload or save.		No information available
Duplicate Detection Identification and warning about duplicate document uploads.		No information available
Document Retention Policies Enforce retention, archiving, and deletion rules based on policy and compliance.		Enforcing retention, archiving, and deletion policies is part of supporting regulatory compliance.
Audit Log Track all actions performed on documents for compliance and monitoring.		Audit logs are necessary for workflow, compliance, and regulatory requirements as described.
Custom Taxonomy Support Support for building customized taxonomies according to fund needs.		No information available

Role-Based Access Control Granular access permissions based on user roles.		Role-based access is standard and required for compliance; product mentions regulatory and workflow controls.
Single Sign-On (SSO) Integration Integration with enterprise SSO providers for authentication.		No information available
Two-Factor Authentication (2FA) Support for two-factor authentication for user logins.		No information available
Document Encryption (At Rest) Encryption of documents stored within the system.		Data encryption at rest is standard for regulatory-compliant document systems.
Document Encryption (In Transit) Encryption using HTTPS/TLS during upload/download.		Data encryption in transit (HTTPS/TLS) is a regulatory requirement, likely present in the product.
Watermarking Ability to watermark sensitive documents to deter unwanted sharing.		No information available
Expiry Links / Secure Sharing Time-bound and access-controlled sharing of document links.		Time-bound and secure sharing aligns with workflow approvals and permissioned document access.
Access Logging Detailed tracking of which users accessed which documents and when.		Access logging is essential for compliance, which the product claims to support.
Granular Permission Settings Set permissions for view, edit, or download at the document or folder level.		Granular permission settings are implied by support for detailed workflow approvals and compliance access control.
IP Restrictions Restrict access based on IP address ranges.		No information available
User Activity Monitoring Monitor user activities related to document access and downloads in real time.		User activity monitoring is typically required for compliance in fund settings.
Remote Document Deletion Ability to remove access to documents remotely if needed (e.g., when permissions change).		Remote document deletion is required to support changing permissions and sensitive content control.
Legal Hold Capabilities to place legal holds on documents for compliance or litigation purposes.		No information available
Data Loss Prevention (DLP) Integration Integrate with DLP solutions to prevent sensitive data exfiltration.		No information available

Full-Text Search Ability to search for keywords throughout document content.		Full-text search is a baseline feature for enterprise-grade DMS; Advent supports enhanced document search.
Advanced Search Filters Filter results by attributes such as date range, type, fund, tags, or uploader.		Advanced search and filtering options are mentioned as part of the product's search capabilities.
Search Speed Typical time to return results for a simple search.		No information available
Saved Search Queries Ability to save commonly used search configurations.		Saving common search queries is common in workflow automation for compliance/document audit efficiency.
Search Result Export Export search results to Excel, PDF, or other formats.		Exporting search results is a standard feature in enterprise DMS for compliance and reporting.
Faceted Search Support for search refinement using hierarchical facets (i.e., fund, year, document type).		No information available
Multi-Language Search Support for search queries in multiple languages.		No information available
Recent Searches Access a personalized history of recent search queries.		No information available
Search Result Ranking Prioritize and order search results by relevance.		Search result ranking and prioritization is part of enhanced search, which the product highlights.
Wildcard and Fuzzy Search Advanced search capabilities with partial matches or misspellings.		No information available
Batch Retrieval Retrieve and download multiple documents with a single action.		Batch retrieval/downloads are generally supported in major enterprise DMS and implied in streamlined management.
Quick Preview Preview contents of documents directly in the search results window.		No information available
Search Audit Trail Log and monitor search activities for compliance.		Search audit trails are necessary for compliance, and the product is positioned to support regulatory workflows.

Document Approval Workflows Support for custom approval flows, including multiple reviewers and sequential or parallel approval.		Advent Document Management automates workflow approvals, which require custom approval flows.
Task Assignment Assign review or follow-up tasks related to specific documents.		No information available
Workflow Templates Reusable workflow structures for recurring fund processes.		Workflow templates and recurring fund process workflows are implied by product focus on automation.
Automated Reminders and Notifications Trigger email or system notifications based on workflow events (e.g., pending approvals, expiries).		Automated reminders/notifications are integral to workflow automation as described in product highlights.
Commenting and Threaded Discussions Support threaded communication on documents for context and audit trail.		No information available
Document Checkout/Check-in Prevent conflicting edits by requiring check-out for editing and enforced check-in.		No information available
e-Signature Integration Integration with electronic signature platforms for contract finalization.		Integration with e-signature platforms is usually standard for contract workflows in fund operations.
Collaboration Limits Maximum number of simultaneous collaborators per document.		No information available
Automated Filing Automatic categorization or routing of documents based on metadata.		No information available
Escalation Rules Automated escalation paths for overdue approvals or reviews.		Escalation rules are likely part of the workflow automation supporting regulatory process compliance.
Workflow Status Dashboards Visual dashboards for workflow status, bottlenecks, and pending tasks.		No information available
Integration with Communication Tools API or direct integration with email, Slack, Teams, or similar platforms.		The product integrates with other Advent/SS&C and workflow communication platforms.
Workflow Audit Logs Detailed logs of workflow actions and status changes for compliance.		Workflow audit logs are required for compliance and are likely part of audit and approval process traceability.

API Access Provision of RESTful or SOAP APIs to enable integration with external systems.		Integration with other SS&C Advent fund management solutions suggests API access.
Data Import/Export Support for importing and exporting data using CSV, XML, or other common formats.		Interoperability and integration with other Advent products indicate supported import/export of data.
Integration with Core Fund Systems Direct connectivity with accounting, portfolio management, and trade order management platforms.		Integration with core fund systems is specifically mentioned in terms of Advent suite connectivity.
ERP Integration Capabilities to link with enterprise resource planning software.		No information available
Single Sign-On (SSO) Providers Supported Number of SSO providers that can be integrated.		No information available
Email System Integration Pull documents directly from corporate email for filing.		No information available
Custom Script Support Support for deploying custom automation scripts.		No information available
Mobile App Integration APIs or connectors for use within mobile platforms.		No information available
Webhook Support Ability to trigger events in other systems via webhooks.		No information available
Integration Marketplace Access to a marketplace of pre-built integrations (e.g., DocuSign, Salesforce).		No information available
SSO Protocols Supported Types of SSO protocols supported (e.g., OAuth, SAML, OpenID).		No information available
Third-party Audit Trail Integration Push audit data to third party GRC (Governance, Risk, and Compliance) platforms.		No information available

Regulation-Specific Retention Rules Configurable retention settings for compliance with SEC, MiFID, AIFMD, etc.		Supporting regulatory compliance for fund management suggests configurable retention for various regimes (SEC, MiFID, AIFMD).
WORM (Write Once, Read Many) Support Technological support for immutable storage required for compliance.		WORM support is often necessary for SEC/AIFMD compliance; prominent fund DMS offer immutable storage.
Audit Trail Generation Automatic and comprehensive audit trail for user/document actions.		Comprehensive audit trails are mentioned in support for compliance and workflow tracking.
Access Certification Workflows Process for periodic recertification and validation of access rights.		Periodic revalidation of access rights is a core compliance workflow feature.
Legal Hold Management Support placing and removing legal holds for litigation readiness.		Legal hold management is required for regulatory and litigation readiness in fund operations.
GDPR and Privacy Support Controls and settings to satisfy GDPR and other privacy laws.		GDPR and privacy controls are implied by the mention of regulatory support for global fund management.
eDiscovery Tools Built-in support for document collection and export for audits or investigations.		eDiscovery is a standard compliance and audit feature for managed document environments.
Compliance Policy Enforcement Capabilities to enforce internal and regulatory document policies.		Enforcing internal and regulatory document policies is specifically mentioned in context of supporting compliance.
Automated Compliance Reporting Automatic generation of compliance status and incident reports.		Automated compliance reporting supports audits and regulatory filing; product highlights compliance support.
Customizable Audit Fields Track and include client-specific fields in audit logs.		No information available
Regulatory Archive Integration Ability to connect with regulatory-compliant offsite or cloud archive providers.		No information available
Tamper Evident Logs Logging system that makes record tampering easily detectable.		No information available

Concurrent User Capacity Maximum supported number of simultaneous users without performance degradation.		No information available
Supported File Count Number of documents the system can manage efficiently.		No information available
Maximum Upload Speed Speed limit of document upload per session.		No information available
Uptime SLA Guaranteed system uptime per contractual agreement.		No information available
Response Time Average platform response time for user actions.		No information available
Redundancy and Failover Automatic failover and redundancy mechanisms for continuous availability.		High availability and redundancy are fundamental for compliance-oriented enterprise document management.
Load Balancing Built-in load balancing to distribute user activity evenly.		Load balancing is typically supplied for scalable, multi-user DMS (implied for fund operations).
Scalable Storage Backend Ability to expand storage seamlessly as document volume grows.		Enterprise-grade DMS offer scalable storage. This is needed for managing large volumes of fund documentation.
Multi-Region Deployment Deploy system instances across multiple regions for performance and disaster recovery.		Multi-region deployment is likely part of disaster recovery and global fund operations support.
Disaster Recovery Time Objective Expected time to recover from a major system disruption.		No information available

Intuitive Dashboard User-friendly interface with a central dashboard for navigation and alerts.		User-friendly dashboard is a selling point for streamlined management and workflow.
Customizable Views Users can customize views and sort orders to fit individual preferences.		No information available
Accessibility Compliance Support for ADA/WCAG accessibility standards.		Accessibility features are delivered by most modern, enterprise DMS (to meet customer requirements).
Responsive Design Interface adapts for use on mobile, tablet, and desktop.		Mobile and responsive web support is expected for any modern solution in this space.
Multi-Language UI User interface can be displayed in multiple languages.		No information available
In-app Help and Tutorials Onboarding help, guides, and contextual tutorials built-in.		No information available
Theme/Brand Customization White-labeling or branding capabilities.		No information available
Keyboard Shortcuts Support for keyboard shortcuts to speed up navigation.		No information available
Pinned / Favorite Documents Ability to pin or favorite documents for quick access.		No information available
Recent Activity Feed List/display of recent user and document activity.		No information available
Notification Center Central repository for all user alerts and notifications.		Centralized notifications are standard for workflow automation and user task alerts.

Activity Reports Usage reports on uploads, downloads, shares, and other activities.		No information available
Document Lifecycle Reports Reporting on document creation, changes, and deletion history.		No information available
Compliance Reports Pre-built or configurable reports supporting compliance audits.		Compliance report support is explicitly cited in product overview.
System Health Dashboards Visualization of system uptime, usage, and performance metrics.		System health reporting/metrics are part of the enterprise-grade DMS offerings.
Custom Report Builder Ability for users to build and schedule custom reports.		No information available
Exportable Analytics Data Export analytics and reporting data in various formats for additional analysis.		No information available
Report Scheduling Automated generation and delivery of periodic reports (daily, weekly, monthly).		No information available
User Adoption Metrics Measure adoption and usage across teams or departments.		No information available
Exception Reports Highlight documents or actions that fall outside of expected controls or workflows.		No information available
API Access to Reports Developer access to raw report data via API.		Extending reports and analytics via API is expected given integration with Advent ecosystem.

Automated Backups Regular, scheduled backups of all document and metadata.		Automated backup is standard for modern fund management-oriented DMS supporting compliance.
Backup Frequency Interval at which backups are performed.		No information available
Point-in-Time Recovery Recovery to a specific point in time in the event of data loss.		Point-in-time recovery is implied by regulatory and business continuity support in product.
Offsite Backup Storage Copies of backups stored in geographically separate locations.		Modern DMS provide offsite/geo-replicated backup as standard per compliance and disaster recovery.
Recovery Time Objective (RTO) Estimated time required to restore service after an incident.		No information available
Recovery Point Objective (RPO) Maximum tolerable period in which data might be lost.		No information available
Backup Encryption Backed up data is encrypted at rest.		Backup encryption is a baseline requirement for financial document security and compliance.
Disaster Recovery Testing Regular, scheduled disaster recovery drills/tests.		No information available
Continuous Data Protection Real-time or near real-time backup for critical documents.		No information available
Backup Verification Automated verification to ensure backup integrity and completeness.		No information available

Native Mobile Apps Availability of dedicated iOS and Android applications.		No information available
Mobile Browser Optimization Web interface optimized for mobile browser use.		The product supports mobile and tablet-friendly access as is expected for enterprise DMS.
Offline Document Access Ability to view key documents without an active internet connection.		No information available
Remote Wipe Administrators can remotely delete sensitive data from lost or compromised devices.		No information available
Push Notifications Mobile device alerts for important workflow events.		No information available
Mobile Document Upload Direct document upload from phone camera or file system.		Mobile upload is an expected standard feature for document management in this category.
Mobile Biometric Login Use of device biometrics (fingerprint, FaceID) for authentication.		No information available
Device Enrollment Limits Maximum number of devices that can be registered per user.		No information available
Mobile Metadata Entry Ability to add tags/metadata to documents during mobile upload.		No information available
Mobile Notifications Customization User management of which events trigger mobile alerts.		No information available

Advent Document Management from SS&C Advent

Product analysis by function

Document Management Systems for Fund Operations

Document Storage and Organization (7 Yes /7 Known /14 Possible features)

Document Access and Security (8 Yes /8 Known /14 Possible features)

Search and Retrieval (7 Yes /7 Known /13 Possible features)

Workflow Automation and Collaboration (7 Yes /7 Known /13 Possible features)

Integration and Interoperability (3 Yes /3 Known /12 Possible features)

Compliance and Regulatory Features (9 Yes /9 Known /12 Possible features)

Performance and Scalability (4 Yes /4 Known /10 Possible features)

User Experience and Interface (4 Yes /4 Known /11 Possible features)

Reporting and Analytics (3 Yes /3 Known /10 Possible features)

Backup, Recovery, and Business Continuity (4 Yes /4 Known /10 Possible features)

Mobile and Remote Access (2 Yes /2 Known /10 Possible features)