|
|
|
Outsourcing Information Kit
Learn how outsourcing can help investment advisors balance downward pressure on fees with ever-growing client expectations for quality services. Our Information Kit offers real-world examples and white papers plus information on Advent products and services. Get immediate access after completing our short form.
CASE STUDIES
- Atwill Financial Consulting Group
Commented Charlie Atwill, Managing Member, AFCG. “After doing some research, Advent OnDemand made a lot of sense. Advent is a company that has been around and has a strong reputation. In addition to the outsourcing advantages, the performance of Advent’s accounting and reporting solution itself was another attraction.” Continued Atwill, “For anyone launching an independent advisory practice, getting the right portfolio accounting and reporting system is critical. Make an informed decision on the type of technology you’re adopting. If you make the wrong choice, it’s very expensive to convert and it takes your eye off the ball, particularly in terms of client and investment management. You want to be doing what’s productive and producing revenue.”
- Girard Securities
Leading regional broker/dealer & RIA relies on APX and Advent OnDemand to deliver on its commitment to high-touch service for its advisors.
- Lapides Asset Management LLC
Lapides has noted a number of operational improvements since moving to APX, including: managing security masters, uploading transactions for reconciliation and superior reporting.
WHITE PAPER
- Back Office Outsourcing and Investment Reporting
Incorporating sound business practices with robust functionality, outsourcing investment reporting offers advisors a flexible, cost-effective alternative.
PRODUCT BRIEFS
- Advent is the Outsourcing Leader: Twelve Reasons Why Advent OnDemandSM Beats the Competition
With nearly 500 firms using Advent OnDemand, Advent is the investment management industry’s outsourcing leader.
- Data Management and Reconciliation
Overview: whether you’re looking to manage operational risk, reduce fixed costs, or improve client service, Advent OnDemand can tailor a solution to meet your needs.
- Advent Managed Hosting Services
Advent’s products delivered via a Software-as-a-Service (SaaS) model.
- Advent OnDemand
New, enhanced flexibility to manage data from any source, industry-leading best practices expertise in managing portfolio and reference data for accurate performance reporting, and SaaS access to APX, Advent’s award-winning portfolio management and client reporting solution.
- Look Before You Leap
Learn the ten critical questions to ask before choosing an outsourcing provider for investment performance reporting.
REPORT
|
|
|