Advent Genesis Overview

Discover comprehensive insights into Advent Genesis, the leading POS platform. 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.

Here’s the scoop on Advent Genesis! We've gathered over 18 insights from folks who use it, and know it inside out—from peer reviews to 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.

Advent Genesis, belong to a category of solutions that help POS. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

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 POS 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 POS needs.

Business Priorities

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

Use Cases

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

Case Studies

COMPANY CASE STUDIES
Advent Genesis case study
CASE STUDY BlueStem Wealth Partners

BlueStem Wealth Partners transitioned to a 100% fee-based model in early 2023. They used SS&C's Black Diamond Wealth Platform and Advent Insurance Marketplace. This helped them convert over 100 annuity contracts. The technology improved client service and operational efficiency.

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Advent Genesis case study
CASE STUDY Trust Company of the South

Trust Company of the South wanted new technologies for trust, investment reporting, and client management. They chose SS&C after it acquired Innovest. This helped them streamline operations with Black Diamond, Salentica Engage, and Innovest.

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Advent Genesis case study
CASE STUDY HighGround Advisors

HighGround Advisors is a nonprofit investment management and trust services company. They manage 2 million mineral acres across 27 states. This generates over $900 million a year in royalty income. They used SS&C MineralWare to improve accounting and reporting. The platform helps with ownership inf...ormation and location pinpointing.

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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

Company Website

https://www.advent.com/

HQ Location

San Francisco, CA

Employees

1001-5000

Social

Financials

M&A