Consulting Services
Plan. Execute. Optimize.
Advent's Consulting Services Team works on-site to ensure a successful implementation of Advent products and to assist in achieving each firm’s business goals. Advent’s qualified personnel can assist every step of the way, from installing and configuring the software to training end users, to creating custom reports to give your clients what they expect. In addition, the Consulting Team can help streamline and automate existing processes as well as assist in migrating firms to the latest product versions. Whatever the business goal: maximizing productivity, improving client satisfaction or growing the business without adding expenses, Advent can help.
The following is a list of various Consulting Services:
Leverage Advent’s Experienced Staff
Advent's Consulting Team is a highly trained, competent group of individuals who have an average of 8 years of experience in the financial services industry. Each member possesses the expertise and experience required to assist investment professionals in implementing and using Advent’s products. Advent's Consulting Team has successfully helped thousands of clients attain a competitive edge through a consistent implementation methodology and a dedication to customer satisfaction.
In addition to possessing extensive product and technical knowledge, the Consulting Team consists of MBAs, CFAs, former portfolio managers and former options and equity traders. At some point in each of their careers, they have walked in the shoes of many of Advent’s clients, and consequently, have a deep understanding of the specific business challenges financial service professionals face.