Advent Customer Reviews 2026 | Investment Management

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Advent

Composite Score

7.0 /10

CX Score

7.0 /10

15 Reviews Write a Review

What is Advent?

Advent software is focused on delivering solutions that help clients work more productively, serve more effectively, manage and minimize risks, and comply with complex regulations.

Company Details

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Advent Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Advent.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

84 Likeliness to Recommend

82 Plan to Renew

83 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+80 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Advent?

9% Negative

0% Neutral

91% Positive

Pros

Trustworthy
Saves Time
Respectful
Client Friendly Policies

Cons

Commodity Features

Feature Ratings

Average 83

Compliance Management

Investment Accounting

Trade Management

Fund Management

Banking Risk Management

Mergers and Acquisitions

Investor Relations Management

Asset Management

Contact Management

Portfolio Management

Multi Currency

Vendor Capability Ratings

Average 79

Ease of Customization

Quality of Features

Ease of Data Integration

Ease of Implementation

Business Value Created

Vendor Support

Usability and Intuitiveness

Ease of IT Administration

Breadth of Features

Availability and Quality of Training

Product Strategy and Rate of Improvement

Advent Reviews

Rob E. M.

Role: Information Technology
Industry: Finance
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Feb 2020

Not keeping up with the Joneses

Likeliness to Recommend

7 /10

What differentiates Advent from other similar products?

They have a large portfolio of applications to fit most any size and type of advisory business.

What is your favorite aspect of this product?

I really don't like anything about this product.

What do you dislike most about this product?

Upgrades are painful.

What recommendations would you give to someone considering this product?

Look at Orion or Tamarac.

Pros

Trustworthy
Client Friendly Policies
Altruistic
Acts with Integrity

Cons

Inhibits Innovation
Slower Product Innovation
Commodity Features

Advent

What is Advent?

Company Details

Need Assistance?

Advent Ratings

84 Likeliness to Recommend

82 Plan to Renew

83 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+80 Net Emotional Footprint

How much do users love Advent?

Pros

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Compliance Management Includes compliance controls, compliance rules engine, and compliance monitoring.

Investment Accounting Includes investment monitoring, financial account analysis and management, and record keeping.

Trade Management Includes forex trading, real-time trading, trade processing, and automated trading.

Fund Management Includes fund analysis, hedge fund management, and fund accounting.

Banking Risk Management Includes stress tests, anti-money laundering, risk monitoring, and alerts.

Mergers and Acquisitions Includes security issuances, bidding coordination, and negotiations.

Investor Relations Management Includes investment strategizing, communication, and collaboration.

Asset Management Solution centralizes an inventory of all corporate assets and integrates with a risk assessment of assets.

Contact Management Includes legal CRM, case and client history, and client portals.

Portfolio Management Includes portfolio composition, investment strategizing, portfolio risk management, and market development and trend analysis.

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Advent Reviews

Rob E. M.

Not keeping up with the Joneses

Likeliness to Recommend

Pros

Cons

Schedule Your Call

Feature Ratings

Compliance Management

Investment Accounting

Trade Management

Fund Management

Banking Risk Management

Mergers and Acquisitions

Investor Relations Management

Asset Management

Contact Management

Portfolio Management

Multi Currency

Vendor Capability Ratings

Ease of Customization

Quality of Features

Ease of Data Integration

Ease of Implementation

Business Value Created

Vendor Support

Usability and Intuitiveness

Ease of IT Administration

Breadth of Features

Availability and Quality of Training

Product Strategy and Rate of Improvement