Client Videos

Clients talk about why they selected and choose to continue to partner with Advent. Clients comment on Advent’s strengths such as the integrated product suite, a deep understanding of the investment management business, and the practice of constantly reaching out and listening to clients.

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.

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.

The integration of APX and Moxy helps Kenneth Heck, Heck Capital Advisors, track and analyze their fixed income assets and gives their firm faster response time to clients, compelling reporting, direct access to their data, and helpful CRM information. The result- Stronger relationships and more focus on their clients.

Belinda Denn, Manager of Operations, Vaughan Nelson Investment Management, talks about how Advent Portfolio Exchange (APX) enhances their client service and simplifies their operations.  The enhanced fixed income functionality, integrated CRM, automated reporting, and SSRS capabilities were especially critical to their operational improvements.

Discussing the benefits of centralized reporting and dashboards, Michelle McDonough & Bill Noland of Trillium Asset Management talk about the importance of data integrity in improving their operations.

Mark Parker, Murphy Middleton Hinkle & Parker Inc., discusses the client service benefits of the many functions of APX-- including portfolio accounting, CRM, performance analytics and audit, all on one platform.

Chris Parker, Director of Operations, Silver Bridge Advisors, discusses how as a wealth manager the integration of  Advent’s portfolio management system, with CRM, and the trading system, improves their client service.  With a single platform utilized by both their client advisors and operations staff, Silver Bridge knows their data is accurate and up-to-date, which helps them be more confident and responsive to clients.

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.

Cloud computing expert Tim Gamble, Generic Network Systems, discusses the ease of working with Geneva® in the cloud, including scalability and cost benefits.

Robert Melnyk, Managing Director, discusses how Geneva®, and its scalable platform, helped automate their operations to give their firm the flexibility to reduce exposure and even improve the quality of their work environment.

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.

With clean, dynamic reports, Black Diamond helps Michael Betz and AdvisorNet Wealth Management differentiate their firm through customization and the ability to track client assets in one place.

Joseph Larizza, Fieldpoint Private Bank & Trust, discusses how Black Diamond helps their members make better decisions by providing complete views of client assets and data, plus the ability to drill down into it.

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.

Richard Sellner, Director of Operations & Finance, CGOV Asset Management, discusses how the automation and flexible workflow of Advent’s trading suite helps their traders and portfolio managers save time every day. Moxy’s powerful consolidated group trading functionality has helped CGOV automate their allocations and gives traders more time to focus optimizing on their strategies.

Five clients talk about how Advent Support not only helps with products and technical support, but because of deep industry expertise, often also help improve their workflows and broader operations.

Five clients discuss the benefits of Advent Consulting Services and how consultants partner with clients to improve their unique workflows.

Scot Urquhart form ICM Asset Management, Alan Slaughter from Athena Capital Advisors and Mark Parker from Murphy Middleton Hinkle & Parker Inc. 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.