Learn the Benefits of Outsourcing Your Back Office

Wednesday, May 14th, 2008
1:30PM EDT/10:30AM PDT
Register Now

To be competitive, investment professionals need to manage their resources as effectively as they manage their clients’ financial assets. An automated portfolio management and reporting system allows you to provide the sophisticated and detailed reporting that clients expect from a premier investment firm.

If you want to eliminate the operational overhead associated with maintaining your own system, consider an outsourced solution such as Advent® Back Office Service (ABOS). With the recent launch of Advent Portfolio Exchange® (APX) through ABOS, firms now have access to Advent’s leading portfolio management solution without making a significant investment in technology infrastructure. Instead of installing and running the software inhouse, you can rely on Advent experts to manage the data, provide daily reconciliation, and deliver APX’s portfolio and performance reporting. Join us for one hour to learn what’s new with ABOS.

Topics covered will include:

APX Features

Client Relationship Management
Portfolio, Account Groups, and Household Views
Alerts / Online Dashboards

Advent Back Office Service Features

System Hosting
Data Management
Operations and Reconciliation
Implementation and Support

This web seminar will fill quickly so Register Now.