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Case Studies
No two firms are exaclty alike, but Advent has implemented software solutions for many clients at firms like yours. Review the following case studies to find out how different organizations use Advent to achieve their goals.
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AEW Capital Management, L.P.
Investment Advisor
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$41 Billion AUM
Learn how this provider of real estate investment management services improves operational efficiencies and audit and compliance readiness using APX.
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Anchor Capital Advisors
Investment Advisor
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$1.3 Billion AUM
Find out how this firm is growing its business with Advent solutions.
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Avalon Advisors, L.P.
Asset Management Firm
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$2.7 Billion AUM
Read how Advent has helped Avalon provide a differentiated client service to high net worth families.
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BB&T Asset Management
Asset Management Firm
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over $1.2 Billion AUM
Learn how Bill Few and Associates migrated to Advent Portfolio Exchange® (APX), the integrated portfolio management system that incorporates CRM and accounting, all on a single SQL database.
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Bill Few Financial Group
Asset Management Firm
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over $1.2 Billion AUM
Learn how Bill Few and Associates migrated to Advent Portfolio Exchange® (APX), the integrated portfolio management system that incorporates CRM and accounting, all on a single SQL database.
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Blue Oak
Investment Advisory Firm
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$150 Million AUM
Learn how this firm uses ABOS to enhance client service without increasing overhead.
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Boston Advisors, LLC
Asset Management Firm
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$2.4 Billion AUM
Read how Advent Revenue Center™ has helped the Treasurer and his staff at Boston Advisors automate the billing process and simplify revenue analysis for investment managers.
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Cantara (Switzerland) SA
Asset Management Firm
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$32 million
Advent’s solutions greatly improved operational efficiency, productivity and quality of management and customer reporting for this Swiss asset management firm.
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Ferguson Wellman
Asset Manager Firm
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$2.2 Billion AUM
Learn how Ferguson Wellman has developed trading and reconciliation efficiencies, leveraging a full range of Advent’s suite of portfolio accounting tools including Moxy® and Advent STP.
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Ferguson Wellman (ACA)
Asset Manager Firm
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$2.2 Billion AUM
Read how Ferguson Wellman has implemented Advent Corporate Actions® (ACA) to simplify the tedious, error-prone process of manually tracking corporate actions.
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FIM Asset Management
Asset Manager Firm
Advent helped Helsinki firm significantly improve their service to clients, reduce their operational risk and streamline their investment management processes.
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Fischer Francis Trees & Watts (FFTW)
Global Asset Manager Firm
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$38 Billion AUM
Learn how this leader in international fixed income investment management chose Geneva® to consolidate their domestic and global portfolio accounting systems; creating accurate, real-time portfolio position data across their business while reducing operational risk and costs.
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Jamison, Eaton & Wood
Asset Manager Firm
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Approximately $750 million AUM
Read about how this investment management firm has cut its billing time in half and has reduced manual exception processing and chances of error using Advent Revenue Center®.
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Kensington Investment Group
Asset Management Firm
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over $750 Million AUM
Find out how Kensington Investment Group transitioned from Axys® to Advent Portfolio Exchange® (APX), paving the way to greater integration between front office marketing, to back office operations and reporting.
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Kovitz Investment Group, LLC
Asset Manager Firm
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Approximately $925 million AUM
Read how Chicago-based KIG® implemented Advent Portfolio Exchange® (APX), allowing the firm to efficiently manage the increased number of client customization requests. Running on a SQL platform with an open architecture, APX enables KIG® to consolidate its data while providing the scalability for growth.
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Newgate Capital
Asset Management Firm
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$3 Billion AUM
In 2005, Newgate found itself rapidly outgrowing its portfolio management system. Read why they switched to Advent Portfolio Exchange® (APX) - Advent's leading edge portfolio management solution and the benefits they received from the implementation process.
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NewSouth Capital Management, Inc.
Asset Management Firm
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$3 Billion AUM
Find out how Advent solutions help this firm perform efficient tax accounting and reporting.
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Optimum Investment Advisors
Asset Management Firm
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$1 Billion AUM
Find out how this firm utilizes Advent products to gain efficiency in the Straight Through Process.
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Osborne Partners
Asset Management Firm
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over $850 Million AUM
Learn how long-time Axys® user, Osborne Partners successfully implemented Advent Portfolio Exchange® (APX) for their growing firm, allowing them to improve access to client data without adding overhead.
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Rigel Capital Management
Asset Management Firm
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over $2 Billion AUM
Learn how Rigel Capital Management leverages Advent's suite of portfolio management tools to develop an efficient accounting, trading and reconciliation workflow.
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SEB Asset Management
Asset Management Firm
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$85 Billion
Danish investment firm experienced 500% increase in productivity and 80% reduction in administration support by using Advent’s solutions for investment managers.
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Seven Investment Management
Asset Management Firm
Flexibility of Advent’s solutions allowed this innovative fund manager to launch a new service in the UK and provide a superior service to their clients.
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Sterling Capital Management
Asset Management Firm
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$11 Billion AUM
Learn how Sterling implemented a scalable, efficient billing solution that integrated with APX to meet the complexities of their unique billing process. It helped eliminate a laborious manual invoice process, and replaced it with a flexible, robust billing solution.
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Sterling Capital Management - APX
Asset Management Firm
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$11 Billion AUM
Read how Sterling is taking advantage of the enhanced fixed income functionality and integrated performance analytics in the latest version of Advent Portfolio Exchange to improve service to institutional clients and grow their business more efficiently.
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Strand Kapitalförvaltning
Asset management firm
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$300 Million
Read about how this firm manages five times as many portfolios as when it started and has significantly grown assets under management using Advent software.
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Tower Asset Management
Asset Management Firm
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over $440 Million AUM
Read how Tower Asset Management implemented Advent Portfolio Exchange® (APX), giving them multiple options to report on performance data.
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Wasatch Advisors
Asset Management Firm
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$7.8 Billion AUM
Find out how Wasatch Advisor uses integrated Advent solutions to manage growth, risk, and the delivery of superior client service.
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Wasatch Advisors
Asset Management Firm
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$7.8 Billion AUM
Read how Wasatch manages a complex technology environment with Advent.
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Abacus Family Office
Family Office
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55 Family member clients
Read how Advent Packager® establishes reliable, customized period-end reporting and process benefits to Abacus.
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Avalon Advisors, L.P.
Asset Management Firm
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$1 Billion AUM
Read how Advent has helped Avalon provide a differentiated client service to high net worth families.
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Belfer Management, LLC
Family Offices
Learn how this single family-office uses Advent to meet their unique needs for daily reconciliation and flexible reporting.
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Single Family Office
Family Offices
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$300 million
See how Advent Office reduces cost by $100K and prep time for reports by 95% percent.
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The Broyhill Family Office
Independent Investment Management Firm
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$300 Million
Read about how this firm uses Advent Portfolio Exchange® through Advent® Back Office Service to outsource their back office and free up time to focus on more value-added activities such as account maintenance and reconciliation.
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Adelphi Capital LLP
Hedge Fund
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$70 Million
London based hedge fund manager made significant improvements to operational efficiency reducing process times by up to 60% on daily basis using Advent technology.
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Asset Management Advisors
Investment Partnership
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$750 Million
Read how Advent Office for Investment Partnerships helps a successful Florida firm enhance efficiency and improve partnership accounting with Advent solutions.
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AWM Investment Co.
Hedge Fund
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$1.3 Billion AUM
Find out how this New York based Hedge Fund implemented Advent’s Trade Order Management system, Moxy®. Moxy automated their manual trading, simplified end of-day allocations and allowed the firm to do pre- and post-trade
compliance checks.
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Caledonian Global Fund Services
Hedge Fund
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$13 Billion AUM
Read about how this firm uses Geneva to handle the complexities of managing global hedge funds on 24x7 basis. With Geneva, Caledonian can allow for comprehensive instrument coverage and true multicurrency processing while streamlining reconciliation between fund managers and their brokers.
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Eastbourne Capital Management
Hedge Fund
Read how Advent has helped this Hedge Fund consistently outperform the Hedge Fund Market and improve accuracy and ROI.
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Fulcrum
Hedge Fund
Read about how this global hedge fund administrator migrated to Geneva to support the firm's growth strategies, provide comprehensive instrument coverage, expand P&L reporting capabilities, and improve client service.
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Global Hedge Fund
Global Hedge Fund
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$80 Million
Learn how a leading global hedge fund transitioned from Axys® to Geneva® after it grew from $80m in assets in 2000 to approximately $3.5 billion in international equity funds. This implementation dramatically reduced the firm’s costs and operational risk, while improving the workflow between the front and back offices.
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Fenimore
Investment Adviser
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$1 Billion
Find out how this independent advisory firm uses Advent Rules Manager to save time, automate trading processes, and demonstrate a culture of compliance to regulators, clients, and prospects.
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Garrison Capital Management, LLC
Investment Adviser
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$50 Million
See how Garrison is offering exceptional reporting capabilities with the help of Advent solutions.
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McGinley Capital Managment, LLC
Investment Adviser
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$15 Million
Starting your own investment advisory business? See how this one-person, fee-based RIA firm is using Axys® for all his portfolio management and reporting needs.
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Patten and Patten, Inc.
Investment Adviser
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$1 Billion
Learn how this firm uses APX to integrate all phases of the investment management process from portfolio management to client relationship management.
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Rayner Associates
Investment Advisor
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$315 Million
d how Advent solutions help this firm achieve straight-through-processing.
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Ryan Investment Management
Investment Management Firm
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$35 Million
This firm sees tremendous results using low-priced bundled solution, Advent Office Essentials® (AOE).
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Symmetry Capital
Investment Management Firm
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$125 Million
See how the founder and CEO of Symmetry Capital uses Advent Back Office Service® (ABOS) to perform data management and daily reconciliation on an outsourced basis to maximize client service.
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Credit Europe Bank (Suisse) SA
Wealth Management Firm
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$500 Million
Swiss private bank increased operational efficiency by 100% and significantly improved customer service using Advent’s solutions.
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First American Bank
Wealth Management Group
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$1 Billion
Learn how First American Bank manages complex workflow with Advent.
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Parsec
Wealth Management Group
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$900 Million
Learn how Parsec Financial implemented Advent Revenue Center to integrate with Axys, automate billing processes, and reduce chances of error.
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Plante & Moran
Wealth Management Group
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$1.5 Billion
Learn how Plante & Moran reap a wealth of benefits with Advent solutions.
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Spar Nord Bank
Wealth Management Group
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$1.5 Billion
Danish bank utilized Advent’s exceptional scalability without increasing operational costs to provide a superior service to their clients.
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Staalbankiers
alth Management Group
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$6.7 Billion
Dutch private bank experienced 50% reduction time for report generation, increased risk management capabilities with sophisticated pre-compliance using Advent’s solutions.
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