Market Data

With secure processing hubs in the US and Europe, Advent Direct Data Services provides a global two-way connectivity and communication platform for firms to receive and disseminate all asset and portfolio-related information. Advent Direct Data Services enables you to quickly keep pace with the increasingly complex data requirements of today’s financial services industry.

Custodial and Prime Broker Partners

More than 800 custodians and prime brokers partner with Advent to deliver daily account-level information for reconciliation via Advent Custodial Data (ACD) and Advent Portfolio Data (APD).

Full List of Partners

Extending the capabilities of your technology

Our valuable Alliance Partners enable you to get more from your Advent platform and further streamline your operations. They provide a wealth of software, data, consulting and other services that augment our technology and extend its capabilities. We collaborate closely with our partners to develop seamlessly integrated solutions tailored to your needs.

Abacus Group, LLC company logo

Abacus Group, LLC

IT Hosting

ACA Group company logo

ACA Group

GIPS Compliance Verification

Accelerize 360 company logo

Accelerize 360

Salesforce Integration

Act Analytics company logo

Act Analytics

Portfolio Analytics

AdvisorPeak company logo

AdvisorPeak

Trading & Rebalancing

Advizr company logo

Advizr

Financial Planning

Ancerno company logo

Ancerno

Transaction Cost Analysis

Andes Wealth Technologies company logo

Andes Wealth Technologies

Digital Onboarding

Aqua Equities company logo

Aqua Equities

Electronic Trading Destinations

Ascendant Compliance Manager company logo

Ascendant Compliance Manager

Compliance

Arch company logo

Arch

Data Services

Asset-Map™ company logo

Asset-Map™

Financial Planning

Atlas Point - Financial Virtues™ company logo

Atlas Point - Financial Virtues™

Survey Platform

BIDS Trading company logo

BIDS Trading

Electronic Trading Destinations

BlazePortfolio company logo

BlazePortfolio

Trading and Rebalancing

BlockCross company logo

BlockCross

Electronic Trading Destinations

Box company logo

Box

Cloud Content Management

Broadridge company logo

Broadridge

Electronic Proxy Voting

Cadis, a Markit Company company logo

Cadis, a Markit Company

Enterprise Data Management

Canoe company logo

Canoe

Alternative Investment Data

Chaikin Analytics company logo

Chaikin Analytics

Portfolio Analytics

Cheshire Software, Inc company logo

Cheshire Software, Inc

Financial Planning

Chicago Clearing Corporation company logo

Chicago Clearing Corporation

Security Class Actions

eMoney company logo

eMoney

Financial Planning

Everysk Technologies Inc. company logo

Everysk Technologies Inc.

Predictive Stress Testing

Eze Castle Integration company logo

Eze Castle Integration

IT Hosting

factorE company logo

factorE

Portfolio Analytics

FactSet company logo

FactSet

Portfolio Analytics and Real-Time Pricing

FXConnect company logo

FXConnect

Electronic Trading Destinations

Generic Network Systems company logo

Generic Network Systems

IT Hosting

HiddenLevers company logo

HiddenLevers

Portfolio Analytics

ICE Data Services company logo

ICE Data Services

Security Pricing and Reference Data, Real-time Pricing

InfoHedge Technologies company logo

InfoHedge Technologies

IT Hosting

InStream Wealth company logo

InStream Wealth

Financial Planning

Investor Analytics company logo

Investor Analytics

Risk Management

ITG company logo

ITG

Compliance, Transaction Cost Analysis

Junxure company logo

Junxure

Customer Relationship Management

KlarityRisk company logo

KlarityRisk

Risk Management

Kwanti Inc company logo

Kwanti Inc

Portfolio Analytics and Proposal Generation

Libretto company logo

Libretto

Financial Planning

Liquidnet company logo

Liquidnet

Electronic Trading Destinations

Markit company logo

Markit

Enterprise Data Management

Matsco Solutions Limited company logo

Matsco Solutions Limited

IT Hosting

MoneyGuidePro company logo

MoneyGuidePro

Financial Planning

Morningstar company logo

Morningstar

Research and Analytics, Performance Attribution

Omgeo company logo

Omgeo

Post-Trade Workflow Automation

PractiFI company logo

PractiFI

CRM

Quovo company logo

Quovo

Account Aggregation

RedBlack Software company logo

RedBlack Software

Portfolio Rebalancing

Redtail Technology company logo

Redtail Technology

Client Relationship Management

Refinitiv company logo

Refinitiv

Security pricing and reference data

RIA in a Box  company logo

RIA in a Box

Compliance

Richard Fleischman Associates company logo

Richard Fleischman Associates

IT Hosting

RightCapital company logo

RightCapital

Financial Planning

Riskalyze company logo

Riskalyze

Risk Alignment

RiXtrema company logo

RiXtrema

Portfolio Crash Testing

Salentica company logo

Salentica

Customer Relationship Management

Skience company logo

Skience

CRM

SmartRIA company logo

SmartRIA

Compliance

SMArtX Advisory Solutions company logo

SMArtX Advisory Solutions

SMA/UMA Model Marketplace

SS&C Risk & Compliance Intelligence Platform (RCI) company logo

SS&C Risk & Compliance Intelligence Platform (RCI)

Regulation Technology

StratiFi Technologies Inc company logo

StratiFi Technologies Inc

Portfolio Analytics

SunGard Global Network company logo

SunGard Global Network

Electronic Trading Destinations

Telemet America company logo

Telemet America

Real-time Pricing for Moxy

Timelineapp Tech Limited company logo

Timelineapp Tech Limited

Retirement Planning

Tolerisk company logo

Tolerisk

Risk Tolerance Assessment

Totum Risk company logo

Totum Risk

Risk Tolerance, Portfolio Analytics, & Proposal Generation

TRX Total Rebalance Experts company logo

TRX Total Rebalance Experts

Trading and Rebalancing

Virtus company logo

Virtus

Bank Debt Security and Reference Data

Wealthbox® CRM company logo

Wealthbox® CRM

Customer Relationship Management

Wealthcare Capital Management company logo

Wealthcare Capital Management

Financial Planning

Wolters Kluwer Financial Services - GainsKeeper® FundTax™ company logo

Wolters Kluwer Financial Services - GainsKeeper® FundTax™

Automated tax calculations & reporting

XLR8 company logo

XLR8

Customer Relationship Management

Yourefolio company logo

Yourefolio

Financial Planning

Zacks Professional Services company logo

Zacks Professional Services

Research and Analytics