Moxy

Case Studies

• AWM Investment Co. Puts Everyone on the Same Page with Moxy®
• Moxy and APX Deliver Flexibility and Scalability For Connor, Clark & Lunn Financial Group
• CGOV Asset Management Sees Efficiency Gains While Helping Shape New Version of Moxy
• How Cortina Asset Management Uses Advent Solutions to Strengthen Compliance
• Moxy Keeps Investments In Line With Objectives at Granite Investment Advisors
• Hutchinson Capital Management Puts Data “All in One Place” with Advent
• Moxy Streamlines Modeling and Improves Decision Making at Knightsbridge Asset Management LLC
• Riyadh-based KSB Capital Group Leverages Advent’s asset management solution
• Private Capital Management Achieves Higher Performance and Tighter Integration with Advent
• Rock Point Advisors Leverages Moxy Integration for More Efficient and Effective Trading
• Tortoise Capital Advisors LLC Consolidates Algorithmic Trading on Moxy

Client Videos

• CGOV Asset Management - Richard Sellner, Director of Operations & Finance, 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.
• Pendo LLC - Roseanna Torres, Head of Trading at 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.
• Global Capital Management - Tony Soslow, President, 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.
• Boston Private Value Investors Inc. - Debra Wentworth discusses the benefits of Moxy, from increased time-savings, to enhanced trading workflow, to improved trading accuracy.