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Client Videos

Hear firsthand what leading investment companies are saying about Advent's products and solutions.

Please note: In order to view these video clips, you will need Windows Media™ Player version 9 or above installed on your computer. If you would like to download the latest version, click on the Windows Miedia Player icon.
 


 Advent Portfolio Exchange - Integrated Portfolio & Client Relationship Management

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.
View Video 4:23


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. 
View Video 4:54


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.
View Video 2:40 


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.
View Video 3:25

 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.  
View Video 7:13

 Axys - Portfolio Accounting & Reporting
  
Kim Kalicky, R.M. Davis Inc., Mary T. Evans, Logan Capital Management, and Melissa Hinkle, Plante & Moran, discuss why Axys is the heart of their operations.
View Video 2:55 

  
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. 
View Video 5:28 

 Advent Back Office Service

A performance measurement expert, Steve Riordan, Riordan Consulting, LLC, talks about how outsourcing to ABOS helps produce timely and accurate reporting.
View Video 2:52

 Moxy - Trade Order Management

Debra Wentworth, Boston Private Value Investors Inc., discusses the benefits of Moxy, from increased time-savings, to enhanced trading workflow, to improved trading accuracy. 
View Video 3:30 

 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.
View Video 4:00