Client Overview

More than 4,500 clients rely on Advent software to meet the demands of the investment management industry. Read and listen to their stories below to learn more about how Advent technology is used to improve operational efficiencies, reduce risk, and grow their businesses.

Featured Clients

ICM Asset Management

Advent Portfolio Exchange - Integrated
Portfolio & Client Relationship Management

Scot Urquhart, ICM Asset Management Chief Technology Officer and
Vice-President of IT, discusses how the comprehensive functionality of APX,
including period end reporting package, audit trail and dashboards, have
improved thier operations and client services

“We were looking for a way that we could automate a lot of our processes and procedures so that we could do more account management by exception.”

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Wisconsin Capital Management, LLC

Learn how this early adopter of Advent Rules Manager is streamlining compliance internally, improving accuracy, and showing clients and prospects that it is following best practices in compliance. 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.

Athena Capital Advisors

Advent Portfolio Exchange - Integrated
Portfolio & Client Relationship Management

Alan Slaughter, 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.