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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.
Ted Rich
Vinoy Capital LLC
"We use it [Black Diamond] as our complete reporting solution in lieu of sending out any paper report at all."
Ted Rich, Principal, Vinoy Capital LLC, explains the value of having Black Diamond as both a practice management tool and a client facing tool.
Michael Lee
Lourd Capital LLC
"The outsourcing of the data management was the biggest incentive to move over to Black Diamond."
Michael Lee, Lourd Capital LLC, chats about a few key benefits of switching over to Black Diamond and explains the importance of the servicing component to his firm.
Malcolm Lambe
2100 Xenon Group
"We can double our size without adding another trader."
Malcolm Lambe, COO and CCO, 2100 Xenon Group, continues to be surprised at the robust features and functionalities of Geneva and is constantly learning more about what the system is capable of.
Tyler Kim
Maples Fund Services
"With Geneva we were able to centralize a lot of the processing away from the individual offices around the world into a common data management function."
Tyler Kim, Chief Information Officer, Maples Fund Services, discusses how this worldwide fund administrator relied on Geneva to transform their business model from multiple, often manual processes to a centralized global data processing platform. Geneva’s comprehensive security coverage, scalability, and customization actively help accommodate the variety of global client and regulatory demands. Managed accounts are just one example of where Geneva’s flexibility and powerful reporting help Maples differentiate their services.
Amanda Sawyer
Ithaka Group LLC
"We view Advent as a strategic partner, there is no way we could complete our job without the product we use."
Amanda Sawyer, Ithaka Group LLC, explains how Advent helps save their firm time with the seamless integration between Advent Custodial Data, Axys, and Moxy.
Prabodha Samarasekera
NDB AVIVA Wealth Management
"Better looking reports with more information with more graphics and our clients are truly happy."
Prabodha Samarasekera from NDB AVIVA Wealth Management in Sri Lanka talks about how they successfully migrated 17 years’ worth of data into Advent Portfolio Exchange and the operational efficiencies they are experiencing as a result. The benefits are enjoyed by clients, staff and management alike.
Kate Miller
Zeke Capital
"Our benefit is to have all these modules in one place."
Drawn to APX because of its industry leading reporting, Kate Miller, Zeke Capital, discusses how also having the all their data and tools in one system simplifies their workflows and speeds their response time to client requests.
Roseanna Torres
Pendo LLC
"Having APX allows us to cut cost; one person could do the work of five people."
Roseanna Torres, Head of Trading at this international money manager, discusses how they leverage the integration of APX for portfolio management and Moxy for order management to reduce errors, cut costs and focus on higher value tasks to better service clients.
Joey Frayne
Clifton Gunderson Wealth Advisors
"It used to take over a week to go through the entire billing process. Now, with Revenue Center, it is essentially one day’s worth of work."
Improving the accuracy of their client billing while simplifying the fee process, Joey Frayne, Clifton Gunderson Wealth Advisors,chose Advent Revenue Center to automate billing and receive revenue faster.
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