Advent OnDemand Information Kit

With Advent OnDemand you manage resources as effectively as you manage client assets. With our Information Kit, you’ll learn more about Advent OnDemand as a Service model (SaaS), with or without data management and reconciliation. Read how other firms are using technology to improve operational effectiveness. Get immediate access after completing a short form.

CASE STUDIES

• Buttonwood Financial Advisors
  Advent OnDemand allows Buttonwood access to the sophisticated functionality of Advent Portfolio Exchange®, the comprehensive, integrated portfolio management solution, via the software-as-a-service (SaaS) model that includes full data management. That eliminates the need for internal IT support and reduces the firm’s investment in hardware and software—without compromising the system’s capabilities.
• Stillwater Capital Advisors
  Stillwater Capital Advisors needed a powerful portfolio accounting system that would enable them to service business and compete effectively right out of the gate. However, as a small start-up, the firm did not want to incur the overhead associated with installing and maintaining software. For Stillwater, the answer was APX delivered as software-as-a-service via Advent OnDemand. With Advent OnDemand, Stillwater has been able to run lean while growing its business.

WHITE PAPER

• Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors
  Learn how investment advisors are successfully navigating the issue of using technology to improve operational effectiveness. Chapters include:
  • What is Outsourcing?
  • The Top 10 Indicators Your Firm is ready to Outsource
  • The Pros and Cons of Outsourcing

VIDEOS

• Outsourcing with Advent OnDemand
  Advent OnDemand offers Advent’s award-winning suite of investment solutions through the Software-as-a-Service model (SaaS), with or without data management and reconciliation. Jason Johnson from Advent discusses how Advent’s 10 years of experience in outsourcing gives our clients a team of subject matter experts in our solutions, technology and industry best practices.
• Compliance with Advent OnDemand®
  Advent OnDemand is a system built for compliance, by providing one-click compliance reports and a complete independent book of records, states Jason Johnson.
• Evaluating SaaS Performance Reporting
  Jason Johnson discusses the importance of having deep decision-based reporting, which is available only from a complete transaction based system, not a performance overlay system.

INTERACTIVE CALCULATOR

• Advent OnDemand
  Determine which deployment options are right for your firm.

PRODUCT BRIEF

• Advent OnDemand Overview
  Advent OnDemand enables a firm to leverage the full power of Advent’s industry-leading portfolio management, reporting and accounting software, while outsourcing its data management functions. 
• Advent is the Outsourcing Leader: Ten Reasons Why Advent OnDemand Beats the Competition 
  With nearly 500 firms using Advent OnDemand, Advent is the investment management industry’s outsourcing leader.
• Advent Portfolio Exchange Product Brief
  Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.
• Moxy Product Brief
  Moxy automates manual trading and order management processes. Learn how you can free up time to watch the market and focus on trading and investment strategy.