Advent Genesis Overview

Discover comprehensive insights into Advent Genesis. Learn more about product features, capabilities and expert reviews based on 18 insights and explore use-cases showcasing how Advent Genesis enhances Proposal & quote management and drives growth.

This is a summary of the comprehensive capabilities and benefits of Advent Genesis based on over 18 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Do you need to check if Advent Genesis is right for your needs? Our Cuspera AI engine can evaluate how Advent Genesis fits your specific business needs, industry, and context. Get your personalized assessment report today.

Advent Genesis supports business activities such as:

  • Proposal & Quote Management
  • Workflow Management

Advent Genesis can help you with many business goals, such as Enter New Markets Internationally Or Locally.

Advent Genesis Reviews

11 buyers and buying teams have used Cuspera to assess how well Advent Genesis solved their business needs. Cuspera uses 18 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Business Priorities

Enter New Markets Internationally Or Locally is the most popular business priority peers achieved using Advent Genesis.

Other priorities:

See all business priorities See less business priorities

Use Cases

Peers recommend Proposal & Quote Management , Workflow Management , as the business use cases that they have been most satisfied while using Advent Genesis.

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Case Studies

COMPANY CASE STUDIES
Advent Genesis case study

International Insurer
CASE STUDY International Insurer

SS&C Sylvan, SS&C Vision FI, and SS&C Managed Services helped a multinational insurer replace many separate systems with one standard solution. The new system supports all performance measurement teams worldwide. It handles complex performance calculations and results reporting. The solution offers... advanced performance measurement, composite management, report development, and managed services. The insurer now meets global reporting needs with one platform.

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Advent Genesis case study

Leading South African firm
CASE STUDY Leading South African firm

Sylvan helped a leading South African firm improve its performance measurement. The firm wanted to replace many systems with one solution. Sylvan gave them a flexible platform for all their investment performance needs. The solution made their processes easier and supported GIPS compliance. The fir...m can now expand and improve its performance activities.

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Advent Genesis case study

InvesTrust Wealth Management
CASE STUDY InvesTrust Wealth Management

SS&C Innovest helped InvesTrust Wealth Management improve trust accounting, reporting, and trading. InvesTrust used SS&C Innovest's managed services and technology for over 20 years. The company outsourced key operational processes to SS&C Innovest. This allowed InvesTrust to serve as a custodian f...or third-party money managers. The case highlights the benefits of using a full suite of managed services for financial operations.

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Based on peer insights

Cuspera recommends Advent Genesis for

Use Cases Proposal & Quote Management , Workflow Management
Business Priority Enter New Markets Internationally Or Locally

IT and Other Capabilities

for Advent Genesis

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

2.93/5 ★

Read Reviews (1)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

2.93/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

3.49/5 ★

Read Reviews (5)
Custom Reports

3.16/5 ★

Read Reviews (2)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

3.49/5 ★

Read Reviews (5)
Custom Reports

3.16/5 ★

Read Reviews (2)

Software Failure Risk Guidance

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for Advent Genesis

Top Failure Risks for Advent Genesis

Vendor Profile Details

Company Name

SS&C Advent

HQ Location

San Francisco, CA

Employees

1001-5000

Social

Facebook Linkedin Twitter

Financials

M&A