• History
    • Offices
    • Press Room
      • Press Releases
      • Executive Management
      • Board of Directors
      • Financial Information
      • Media Coverage
      • Awards & Recognition
    • Events
      • Web Seminars
      • Tradeshows
      • AdventConnect
      • Live Events
      • Recorded Web Seminars
    • Investor Relations
    • Alliance Partners
      • Axys
      • Advent Portfolio Exchange
      • Geneva
      • Moxy
    • Community Involvement
    • Careers
      • Why Advent
      • Who We Are
      • Community Involvement
      • Meet Advent
      • Location & Size
      • Benefits
      • Training
      • Apply Online
    • By Product
      • Portfolio Management & Accounting
      • Geneva
      • Advent Portfolio Exchange
      • Axys
      • Black Diamond
      • Investor Accounting & Servicing
      • Advent Partner
      • Geneva World Investor
      • Margin and Debit Financing
      • Syncova Margin
      • Syncova Financing
      • Syncova Essentials
      • Research Management
      • Tamale RMS
      • Trading & Order Management
      • Moxy
      • Compliance
      • Advent Rules Manager
      • Billing & Fee Management
      • Advent Revenue Center
      • Fund Distribution
      • Tradex
      • Custodial and Market Data
      • Advent Corporate Actions
      • Advent Custodial Data
      • Advent Index Data
    • By Firm Type
      • Asset Managers
      • Broker Dealers
      • Endowments / Foundations
      • Family Offices
      • Fund Administrators
      • Fund of Funds
      • Hedge Funds
      • Independent Advisors
      • Prime Brokers
      • Wealth Managers / PCS
    • By Business Need
      • Compliance
      • Corporate Actions/Market Data
      • CRM
      • Fund Distribution
      • Investment Operations
      • Investor Accounting & Servicing
      • Margin and Debit Financing
      • Outsourcing
      • Performance Analytics
      • Portfolio Management
      • Reconciliation/Settlement
      • Research Management
      • Revenue Management
      • Software Implementation
      • Trade Order Management
    • By Role
      • Accounting
      • Client Advisor
      • Client Billing
      • Client Reporting
      • Compliance
      • Executive
      • IT
      • Operations
      • Portfolio Management
      • Portfolio Management Connectivity
      • Research
      • Revenue Fee Management
      • Sales / Marketing
      • Trading
    • By Geography
      • North America
      • EMEA
      • Asia Pacific
      • Latin America
    • By Deployment Option
      • Advent OnDemand
      • Locally Installed
      • Black Diamond
    • Implement
    • Optimize
    • Support
    • Outsource
    • Client List
    • Case Studies
    • Client Videos
    • Testimonials
    • Blogs
    • Brochures
    • Case Studies
    • Client Videos
    • Demos
    • Industry Intelligence
    • Industry Reports
    • Information Kits
    • Interactive Calculators
    • Podcasts
    • Product Briefs
    • Recorded Web Seminars
    • Sample Reports
    • Trend Monitors
    • Video Blogs
    • White Papers
    • Worldwide Offices
    • Request More Info
  •  
Home > Resources > Case Studies > Advent Custodial Data 
Brochures
Case Studies
Client Videos
Demos
Industry Intelligence
Industry Reports
Information Kits
Interactive Calculators
Podcasts
Product Briefs
Recorded Web Seminars
Sample Reports
Trend Monitors
Video Blogs
White Papers
RSS Feeds
Newsletter Signup
Print This Page
Email This Page
Bookmark This Page
Share This Page

More »







Provide Feedback

Advent Custodial Data

Case Studies

  • How Cortina Asset Management Uses Advent Solutions to Strengthen Compliance
  • Reed Conner & Birdwell Streamlines Reconciliation with Advent Custodial Data
  • True Straight Through Processing Maximizes Efficiency, Enhances Service at Piedmont Financial Trust Company

Client Videos

  • Client firms talk about the convenience and automation of Advent Custodial Data and how it helps them consolidate account level information from hundreds of custodians into a single secure download
blog enews sign up webmaster terms of use privacy policy trademarksctsa site map
©2012 Advent Software, Inc.  600 Townsend Street, Suite 500  San Francisco, CA 94103  US: +1 800 727 0605  London: +44 20 7631 9240