Advent Events

Compliance Readiness and 2013 SEC Examination Priorities (Recorded)

Today’s heightened regulatory environment underscores the value of compliance readiness in helping to mitigate risk. Join us as FOCUS 1 provides their unique perspective.

Tamale RMS® 7.0 New Demonstration (Recorded)

Find out why more and more firms are turning to Tamale RMS to help them work smarter and sharpen their competitive edge. We are excited to announce that with Tamale RMS 7.0, firms can now see a return on investment even faster.

Increase Productivity and Efficiency with Outsourcing (Recorded)

Learn about the benefits of outsourcing and to see a demonstration of Advent’s Black Diamond, Advent's outsourced portfolio management and reporting solution for advisors and wealth managers.

2012 Operations and Compensation Survey Results (Recorded)

Lay a foundation for your firm's strategy with the 2012 Operations and Compensation survey results summarizing data from over 100 firms. Presented by the author of the report, with commentary from a Managing Director and Senior Portfolio Manager at Accuvest Global Advisors, learn about the trends and how they bring value to your firm.

FATCA: 5 Key Guidelines for Preparation (Recorded)

To support firms as they prepare for FATCA's new investor due diligence and withholding requirements, Advent Software has collaborated with Rothstein Kass to provide an overview on the new challenges presented by the recently passed legislation and to spell out the steps that firms can take to prepare.

Reporting & Dashboards for Global Portfolio Management (Recorded)

While data is important, being able to harness it effectively is critical. APX provides a scalable, global, portfolio management solution allowing firms to attract and manage assets from around the world.

How Effective Margin & Collateral Management Provides a Competitive Advantage (Recorded)

In collaboration with Hedgeworld, Advent surveyed 115 financial service firms on how they manage their margin and collateral requirements. Register to see the results.

Advent Delivers Compelling New Release of Platform for Asset and Wealth Managers (Recorded)

Whether deployed locally or in the cloud, the October release has benefits for you and your firm: Comprehensive instrument coverage now includes Private Equity, Enhancements to fixed income Portfolio Management and Trading, Improvements to Dashboards and Reporting including Business Intelligence, New Position Reconciliation Tool, and more.

Preparing for Central Clearing and How to Avoid Leaving Money on the Table (Recorded)

Firms that take a wait and see approach are at a real risk of increased clearing expenses and limiting their trading capabilities, firms however can make preparations to gain control and transparency on terms, minimize costs and collateral commitments. View the recording to learn more.

Black Diamond Rebalancing Demo (Recorded)

Learn more about Black Diamond’s multi-custodial rebalancing solution.

Benefits of Outsourcing and Live Black Diamond Demo (Recorded)

Join us for our discussion on outsourcing, and following we will provide a brief, live demo of Black Diamond, Advent's outsourced portfolio management and reporting solution for advisors and wealth managers.

FATCA: Challenges and Impact on the Global Financial Markets (Recorded)

FATCA (Foreign Account Tax Compliance Act) was enacted in 2010 as part of the Hiring Incentives to Restore Employment (HIRE) Act. FATCA requires FFIs (foreign financial institutions) to report to the IRS information about financial accounts held by US taxpayers, or by foreign entities in which US taxpayers hold a substantial ownership interest.

Addressing Form PF (Recorded)

Advent has teamed with Data Agent to provide a seamless, cloud-based Form PF report offering.

Advantages of Outsourcing (Recorded)

Following our outsourcing discussion, we will provide a live demonstration of Black Diamond’s outsourced portfolio management and reporting solution for advisors and wealth managers.

Life Settlements as an Alternative Asset Class (Recorded)

Demand for life settlements has grown following the crisis as investors seek asset classes that are unaffected by market volatility and offer a strong potential for growth. Advent Software has partnered with Maples to explore the opportunities and challenges this asset class presents.

Operational Sound Practices for COOs (Recorded)

Hedge funds have faced severe challenges over the last couple of years and investors and regulators alike are making increasing demands for greater operational efficiency, transparency and governance. Advent Software has partnered with Amber Partners to produce a web seminar on operational sound practices that institutional investors look for when allocating to hedge funds.

Improve P&L with Better Attribution of Margin and Financing Cost (Recorded)

The implications of passively managing margin and financing terms can be costly both in terms of bottom line costs and the efficiency of a funds' operations. Listen to learn more.

Form ADV Part 2 - What's Changed and What You Need to Know and Q&A Workshop (Recorded)

Focus 1 provides an overview of the upcoming changes such as key dates to ensure compliance, what is "plain English", format for the New Part 2 and impact of public disclosure. In addition, they will also share practical tips on how to get your New Part 2 completed and common themes they have seen in the industry.

Reduce Operational Risk with Advent’s Data Services (Recorded)

Risk Management is a pain point for most firms in today’s volatile market. Identifying areas that are most vulnerable and taking action to improve procedures are just two ways to tackle this problem. Join us for this web seminar to learn more.

Fund Order Management and Distribution Made Easy (Recorded)

In this web seminar we identify the challenges organizations face today with regards to managing and/or distributing funds, and suggest cost-efficient ways in which to overcome them through the use of automation. Learn more about global trends in the fund market, and discover solutions for managing your fund operations successfully.