Podcast Transcripts
To listen to the original podcasts, please visit the Podcast page.
Client Testimonials
Why Advent?
Laura Brandon, Trident Trust Company, and Megan Evans, Northern Trust Value Investors, discuss why Advent is the best choice for their firms.
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Tony Soslow, President of Global Capital Management, and Deborah Anderson from Bel Air Investment Advisors discuss why their firms chose Advent to help with their unique operational challenges.
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Moxy® for Trade Order Management
Tony Soslow, President of Global Capital Management, discusses how his firm has automated their trading desk using Moxy’s reliable connectivity, portfolio modeling, and order creation for more accurate reporting and reconciliation plus increased compliance.
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Debra Wentworth, Boston Private Value Investors Inc., discusses the benefits of Moxy, from increased time-savings, to enhanced trading workflow, to improved trading accuracy.
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Advent Portfolio Exchange - Integrated Portfolio & Client Relationship Management
Mark Parker, Parkway Wealth Management, discusses the client service benefits of the many functions of APX-- including portfolio accounting, CRM, performance analytics and audit, all on one platform.
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Scot Urquhart, ICM Asset Management’s Chief Technology Officer and Vice-President of IT, discusses how the comprehensive functionality of APX, including period end report packaging, audit trail and dashboards, have improved their operations and client service.
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Kevin Corbett, Bill Few Associates, discusses how Advent Portfolio Exchange's integrated portfolio reporting and client relationship management give his firm a clearer view of their operations.
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Alan Slaughter, from Athena Capital Advisors, a $3B family office, discusses how Advent Services helped handle the transition to APX and how the APX single point of entry has reduced risk and errors firm-wide.
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Geneva - Global Portfolio Accounting System
A former CTO of a $5B hedge fund, George Michaels is now a principal in G2 Systems, LLC, a consultancy specializing in the integration of complex software packages. Mr. Michaels talks about his deep experience with Geneva's thorough instrument coverage, data accuracy and scalability.
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Axys - Portfolio Accounting & Reporting
Laura Brandon, Trident Trust Company, Megan Evans, Northern Trust Value Investors, and Carinne Sulaiman, Evergreen Capital Management, discuss the reasons why Axys is the best choice for their firm, from easy implementation, to powerful reporting, and improved audit and compliance.
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Advent Services
Scot Urquhart from ICM Asset Management, Alan Slaughter from Athena Capital Advisors, and Mark Parker from Parkway Wealth Management discuss how Advent’s broad and deep array of services helped their firm’s implement, train and get the client support to keep their operations humming.
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ADVENT WEB SEMINARS
Advent's Solutions for Performance Measurement & Reporting
Advent's Advisory Solution enables you to provide these same reports, just like the large firms, to scale your business and increase efficiencies. Join us to learn more.
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Making Multiprime Work for You
In this Web seminar, learn how to better manage this environment using Geneva® Advantage, a universal interface management and reconciliation tool.
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Eliminate Complexities in the Family Office Workflow
During this one hour Web seminar, you will have the opportunity to learn how to create key dashboards in APX, which highlight data at the business, account and group level.
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Portfolio Construction in Moxy
The ability to quickly rebalance single portfolios or groups against models is key in the trading process and can determine the overall impact to portfolio asset allocation strategies. In Moxy®, you can create models for rebalancing accounts, run a model session for account groups, and create a series of trades based on the model. View this session to learn more.
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Introduction to Geneva
If new trading strategies or the entrance into new markets are placing a strain on your operations, it may be time to consider migrating to Geneva®, Advent’s leading portfolio accounting platform for hedge funds.
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Leverage Advent Portfolio Exchange for Superior Client Service
In today’s environment, effectively communicating with clients and solidifying client relationships is more important than ever .You must be able to access client data quickly and customize report packages based on client requests. Join us to learn how Advent Portfolio Exchange® (APX) provides integrated client relationship management (CRM) and automated reporting capabilities in a browser-based interface.
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Accurate Fees, Invoices and Client Retention – More Important Than Ever
Advent Revenue Center shortens the revenue collection process with automated invoicing, custom fee schedules, and efficient payment management. Join us to learn more.
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Make Compliance an Asset with Advent Rules Manager
Today's compliance challenges are arguably among the most complex issues firms face. With Advent Rules Manager, you can make compliance an asset by demonstrating best practices to clients and prospects.
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Achieving Operational Efficiencies: Advent for Family Offices
You and your clients can benefit from an integrated technology platform that helps you manage relationships as well as portfolios to preserve and enhance family wealth across generations. We will share the benefits of Advent for Family Offices.
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Advent Portfolio Exchange 3.0 - Global Launch
Advent Portfolio Exchange® (APX) sets the standard for portfolio management technology. This end-to-end solution integrates all phases of the investment management process -– portfolio management, performance analytics, accounting and reporting, client relationship management, and marketing. Join us to learn what's new in Advent Portfolio Exchange® (APX) 3.0
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