SS&C Advent Axys

6.6easy start · #53of 81
in Portfolio Management Software

Well documentedyes
Runs where you workno

Runs on Windows.

SS&C Advent Axys is ranked #53 of 81 in portfolio management software on The Geeks Club, made by SS&C Advent Axys (Windsor, Connecticut, United States). It runs on Windows.

SS&C Advent Axys plans and pricing

All plans

Axys Pricing not stated; request a personalized demo advent.com · 4 Oct 2026

Compared on portfolio management software

Asset coverage: both
Performance reporting: Yes
Investor reporting: Yes
Multi-currency support: Yes

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The record

Asset class coverage: multi_asset
Tax-lot tracking: Yes
Purpose: Axys automates portfolio reporting and accounting for investment firms.
Intended users: SS&C Advent describes Axys as a turnkey solution for asset managers, wealth managers, and family offices.
Portfolio accounting: It supports tax lot or average cost accounting and trade date or settlement date accounting.
Securities: It manages cash, equities, fixed income, mortgage-backed securities, and other security types.
Reporting: It includes hundreds of predefined reports and lets users create custom reports with Axys Report Writer Pro.
Performance: It calculates time-weighted and internal rates of return, supports blended benchmarks, and facilitates GIPS performance measurement and reporting.
Multicurrency: It can restate reports in different currencies and calculate international withholding tax.
Data integrations: The maker lists interfaces for ICE Data Service, DTCC, brokerage firms, custodians, Advent Custodial Data, and Advent Corporate Actions.
Market data integration: The maker says Axys integrates with Advent’s Market Data Manager to connect to ICE Data Services’ RemotePlus service.
Windows compatibility: A 2019 maker blog post says Axys 3.8.7 included updated compatibility with Microsoft Windows, Microsoft Office, and Adobe Acrobat.
Support: SS&C Advent offers application support, product guidance, expert resources, and community resources; its Pinnacle maintenance plan provides 24/7 support for critical severity 1 Axys issues.
Commercial details: The product page invites prospective customers to request a personalized demo and does not state a price or trial offer.

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#53 of 81
Best Investment Accounting Software in 2026#14 of 30

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Sources

advent.com/solutions/axys/· checked 20 Sept 2026
advent.com/about/partners/· checked 4 Oct 2026
advent.com/news-and-insights/blog/a-new-version-of· checked 4 Oct 2026
cdn.advent.com/cms/pdfs/briefs/PB_MAINSVCS.pdf· checked 4 Oct 2026
advent.com/about/· checked 4 Oct 2026
advent.com/solutions/advent-portfolio-exchange/· checked 28 Sept 2026