Advent for Independent Advisors

Whether you are looking to go independent or upgrade your technology platform, Advent Software is your one stop technology shop.  You need an automated technology suite that meets the operational challenges and keeps your costs low.  Our Independent Advisor Information Kit highlights the range of cost-saving, productivity-enhancing tools available to you—from installed portfolio management software to turnkey outsourced solutions—to truly own your practice.  Advent Software works with thousands of independent advisors helping firms like yours focus on client service, not operations and technology. 

• Symmetry Capital
  See how Symmetry Capital uses Advent OnDemand Service to keep overhead low and get portfolio management and daily reconciliation on an outsourced basis to maximize client service.
• Harold C. Brown & Co. Ltd.
  “We had several challenges.” says Chief Operating Officer Maureen Maguire.  “We had an expensive-to-update portfolio management system and had some issues with reporting. We had too many systems that were independent from each other, and it was difficult to coordinate and consolidate.”  Read how HCB decided on Advent Portfolio Exchange® and Moxy® for optimizing their operations.
• Wislar Wealth Management, LLC
  An advisor contemplating independence has a lot to think about and a lot of planning to do. Choosing the right technology platform is high on the list. George Wislar, President and CEO, has three key pieces of advice: Go with a proven solution, look for the seal of approval and don’t get stuck with a single-product vendor.

• Going Independent : A Technology Survival Guide
  Comprehensive in scope, this 12-page technology survival guide covers all of the key systems you’ll need to evaluate—from portfolio management to client reporting, research management to trading, compliance to billing—along with the available deployment options and tradeoffs to consider.
• Registered Investment Advisors: The State of Technology and its Impact on Advisor Efficiency
  Learn how investment advisors are leveraging technology to improve operational efficiency and productivity in this 21-page Aite report.

VIDEO

• Going Independent
  Advent’s President Pete Hess talks about the increasing frequency of breakaway advisors. With compliance, counterparty selection and the option of back office outsourcing each a critical decision, independent advisors now have better choices than ever to jump start their operations. (3:03)