Client Videos

Mary T. Evans, Logan Capital Management, Kim Kalicky, R.M. Davis Inc., Ann Murphy, Allegiance Financial Group and Melissa Hinkle, Plante & Moran Moran, talk about how Advent improves their operations.

Laura Brandon, Trident Trust Company and Megan Evans, Northern Trust Value Investors discuss the reasons why Advent is the best choice for their firm.

Bjoern Kogler from MainFirstBank AG in Germany talks about how Advent's APX and Moxy offers them total transparency which is critical for their internal audits, for their clients and when it comes to the regulators. Advent offers a reliable and scalable solution that offers fast, simple and flexible reporting.

William van der Maas from IVV in the Netherlands discusses how Advent gives them total control over their portfolios. The CRM allows them to keep detailed information for all their clients and offer exceptionally personalised service. Additionally, the powerful reporting functionality has helped them achieve huge efficiency gains.

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.

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.

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.

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.

Alan Slaughter, from Athena Capital Advisors, a $3B family office, discusses how Advent Services helped handle the transition to APX and how the APX single point of entry has reduced risk and errors firm-wide.

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.

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.

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.

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.

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.

Joseph Larizza, Fieldpoint Private Bank & Trust, discusses how their clients expect the technology of a big firm, but the service of a boutique firm and with Black Diamond they are able to provide that.

Mag Black, Beverly Hills Wealth Management, talks about the importance of offering cutting edge technology to stay ahead of clients, and how Black Diamond accomplishes this by offering clients full access to their data at any time, day or night.

Alex Gordon, Syntrinsic Investment Counsel, discusses how Black Diamond directly impacts their business development efforts.

Bjoern Kogler from MainFirstBank AG in Germany talks about how Advent's APX and Moxy offers them total transparency which is critical for their internal audits, for their clients and when it comes to the regulators. Advent offers a reliable and scalable solution that offers fast, simple and flexible reporting.

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.

Debra Wentworth, Granite Investment Advisors, discusses the benefits of Moxy, from increased time-savings, to enhanced trading workflow, to improved trading accuracy.

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

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.