Advent Corporate Actions Information Kit

Corporate actions processing can be a labor-intensive, error-prone activity. Learn how an automated solution can help you reduce the costs and risks with the materials in our Information Kit. Get immediate access after completing our short form.

Case Studies

• CACEIS North America
  When hedge fund administrator CACEIS North America needed to improve its corporate actions processing, they chose Advent Corporate Actions. Not only did Advent’s automated solution streamline and improve the accuracy of corporate actions processing, it also integrated with Geneva®, the firm’s portfolio management platform. “ACA has improved our processing by making it easier and quicker to process corporate actions,” says CACEIS’s Glynis Clarke.
• Piedmont Financial Trust Company 
  To further drive efficiency, Piedmont employs a full complement of Advent straight through processing products, including: Advent Custodial Data, Advent Corporate Actions, Rex and DTCC Interface. The combination of APX and Advent’s STP solutions has helped Piedmont master the challenges of a large single family office. It has also helped position the firm to expand its offering should it decide to in the future.

White Paper

• Best Practices in Corporate Actions Processing
  This white paper explores how corporate actions are typically handled and the challenges investment managers face in processing them. It also provides guidance on how to tackle the ten most common pain points.

Demo

• Straight Through Processing Demo
  View this demo to learn more about how you can automate and simplify corporate actions processing to ensure accurate trading, cost allocations, performance valuations, and reporting.

Product Brief

• Advent Corporate Actions Product Brief
  Learn how you can deliver timely, accurate corporate action information for securities held in your clients’ portfolios with Advent’s automated solution.