Advent for Family Offices

Advent® for Family Offices is the industry’s first front to back office solution designed to meet the specialized investment management and reporting requirements of single-family and multi-family offices of all sizes. More than 250 family offices around the world, managing assets from $50 million to $5 billion, leverage Advent’s reliable and proven investment management tools.

Advent offers two proven platforms for family offices.

APX is for you if you:

Require an enterprise application
Need a single platform encompassing portfolio, client relationship management, and report automation and customization tools
Prefer a SQL relational database
Service high net worth, institutional, and private client business
Require an extensive library of reports, including GIPS-compliant reporting
Leverage a Microsoft infrastructure

Learn more about APX.

Axys is for you if you:

Require a desktop application
Need a modular client relationship management or report automation tools
Prefer a proprietary database
Service high net worth, institutional, and private client business
Require an extensive library of reports, including GIPS-compliant reporting
Leverage a Microsoft infrastructure

Learn more about Axys.