Audio Podcasts

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Video Blogs | Client Testimonials | Web Seminars

Video Blogs

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. (3:18)
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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. (1:29)
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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. (2:08)
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Geneva Roadmap
Todd Gottula, SVP of Product Development, discusses how Geneva’s ever-increasing breadth and depth helps our clients manage their portfolios from trade capture to investor accounting, resulting in full transparency from investment to investor, all on a single platform. (3:07)
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Reconciliation with Geneva Advantage®
Katherine Pearce discusses how Geneva Advantage® allows clients to customize their workflow, access data from more than 400 custodians, plus have direct integration with many primes and fund administrators to cover virtually all type of instruments. (2:31)
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Geneva® and the Middle Office
Robert Roley discusses how Geneva’s expanded functionality, including reconciliation, trade capture and lifecycle management, is helping both fund managers and service providers offer better service. (1:58)
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Cost Basis Reporting & Geneva®
Josh Levinson discusses how Advent® has built out Geneva® to be a full cost basis accounting solution, including support for wash sales, adjusted basis information, and 1099 reporting. (2:10)
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Geneva World Investor® for Private Equity
Tom McGrath discusses how the new Geneva World Investor® functionality combines global portfolio management with onshore and offshore investor accounting to accommodate Private Equity Funds. (2:22)
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Disaster Recovery with Geneva®
Alfio Sorbello discusses how Geneva’s self maintaining database and transaction log file provide simple maintenance and recovery. (1:46)
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High Availability and Scalability with Geneva®
Geneva’s transaction logs provide real-time synchronization between a firm’s primary and replicated secondary servers, resulting in an agnostic, reliable and load-balanced system, states Alfio Sorbello. (1:53)
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Wealth Managers and APX
Shana Bruner discusses how Advent Portfolio Exchange® (APX), with its built-in CRM and powerful standard and SSRS reporting capabilities, helps wealth managers differentiate themselves through improved client service. (2:05)
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The Volcker Rule
John Bird discusses the vagaries of the proposed restrictions on proprietary trading and the impact on firms’ trading operations. (2:56)
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OMS vs. EMS Debate
Tim Decker discusses the ongoing debate of the necessity of an EMS as the trading landscape continues to quickly evolve. (2:21)
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Configuration with Tamale RMS®
Built with an ad hoc table system, Tamale RMS is designed for easy configuration and solid data integrity to adapt quickly to a firms’ unique workflow, states Andy Phillips. (1:45)
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Client Support
Casey Keller discusses the importance of continuous learning and client interaction to maintain a world class client support organization. (2:15)
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Cost Basis Legislation Challenges Overview
Advent’s Chris Flynn provides an overview of the challenges created by the new cost basis legislation. (1:36)
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Cost Basis Reporting Preparedness with Advent
Leveraging the wisdom of Advent Custodial Data’s 2,500 clients, Jeff Gowan discusses how Advent worked with the custodian community to prepare for cost basis reporting changes. (1:56)
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Impact of Cost Basis Legislation on Moxy
The most widely used OMS in the world, Colby Payne discusses the impact of the cost basis legislation on Advent’s Moxy® user community. (2:09)
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Client Testimonials

Why Advent?
Clients talk about why they selected and choose to continue to partner with Advent. Clients comment on Advent’s strengths such as the integrated product suite, a deep understanding of the investment management business, and the practice of constantly reaching out and listening to clients. (3:36)
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Moxy® for Trade Order Management
Richard Sellner, CGOV Asset Management , 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. (4:15)
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Tony Soslow, President of Global Capital Management, 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. (6:07)
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Debra Wentworth, Boston Private Value Investors Inc., discusses the benefits of Moxy, from increased time-savings, to enhanced trading workflow, to improved trading accuracy. (3:38)
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Advent Portfolio Exchange - Integrated Portfolio & Client Relationship Management
Megan Evans, Northern Trust Investment, discusses how Northern Trust eliminated numerous, disparate applications by consolidating CRM, reporting, marketing and portfolio management onto Advent Portfolio Exchange (APX).(4:55)
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Belinda Denn, 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. (6:09)
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Chris Parker, 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. (3:43)
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Kenneth Heck, Heck Capital Advisors , discusses how theintegration of APX and Moxy helps them track and analyze their fixed income assets and gives their firm faster response time to clients, compelling reporting, direct access to their data, and helpful CRM information. The result- Stronger relationships and more focus on their clients. (4:57)
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Mark Parker, Parkway Wealth Management, discusses the client service benefits of the many functions of APX-- including portfolio accounting, CRM, performance analytics and audit, all on one platform. (4:55)
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Scot Urquhart, ICM Asset Management’s Chief Technology Officer and Vice-President of IT, discusses how the comprehensive functionality of APX, including period end report packaging, audit trail and dashboards, have improved their operations and client service. (4:35)
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Kevin Corbett, Bill Few Associates, discusses how Advent Portfolio Exchange's integrated portfolio reporting and client relationship management give his firm a clearer view of their operations. (2:40)
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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. (3:37)
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Geneva - Global Portfolio Accounting System
Tyler Kim, 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. (7:37)
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Michael Spiciarich, Vastardis Capital Services , discusses how Geneva’s flexible automation saves time and gives Vastardis the ability to spend more time building and customizing their own systems to focus on better mining and leveraging their data. (3:35)
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A former CTO of a $5B hedge fund, George Michaels is now a principal in G2 Systems, LLC, a consultancy specializing in the integration of complex software packages. Mr. Michaels talks about his deep experience with Geneva's thorough instrument coverage, data accuracy and scalability. (7:13)
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Axys - Portfolio Accounting & Reporting
Matthew Greathouse, Harris myCFO , discusses the flexibility of Axys, including diverse security coverage, integrated multi-currency and accurate fixed income reporting. (4:55)
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Laura Brandon, Trident Trust Company, Megan Evans, Northern Trust Value Investors, and Carinne Sulaiman, Evergreen Capital Management, discuss the reasons why Axys is the best choice for their firm, from easy implementation, to powerful reporting, and improved audit and compliance. (4:16)
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Advent Rules Manager
Richard Sellner, CGOV Asset Management , discusses how implementing Advent Rules Manager gives CGOV a compliance safety-net by automating and auditing their trading compliance. (1:39)
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Advent Custodial Data
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. (3:49)

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Advent Services

Advent University
Clients talk about the convenience and effectiveness of Advent University’s extensive and timely training offerings available in a variety of easy-to-use formats. (2:04)
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Advent Support
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. (2:04)
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Advent Consulting
Five clients discuss the benefits of Advent Consulting Services and how consultants partner with clients to improve their unique workflows. (3:11)
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Advent Connection
Clients discuss the benefits of Advent Connection, Advent’s client website that features online training, client community and a powerful knowledge base. (0:59)
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Advent Services
Scot Urquhart from ICM Asset Management, Alan Slaughter from Athena Capital Advisors, and Mark Parker from Parkway Wealth Management 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. (4:11)
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ADVENT WEB SEMINARS

The Impact of Dodd-Frank on Your Front Office
Today’s heightened regulatory environment underscores the value of compliance readiness in helping to mitigate risk. Elizabeth Cope and Timothy Simons, a former SEC Chief Compliance Examiner, will showcase industry best practices in front office compliance for investment advisors and hedge funds. View this recording to learn more.
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Converting to Geneva is Now Easier than Ever
If you are experiencing migration and client support issues with your current system, Geneva can help. Geneva has new tools and services for quicker, simpler and less expensive implementations to ease the burden of converting systems. Join us for an overview and demonstration to learn more about Geneva’s cost-efficient solution for firms of all sizes.
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Migrating to Advent Portfolio Exchange
Learn about Advent’s proven implementation methodology and how we have helped 700 firms in 30 countries make the move to Advent Portfolio Exchange (APX) Advent is one of only a few software firms that employs a standardized implementation methodology. Based on more than 10 years of successful implementations Advent’s proven methodology follows these steps to ensure a successful migration.
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Cost Basis Legislation – Advent Product Update
The Emergency Economic Stabilization Act requires custodians to provide cost basis with 1099s as of January 1, 2011. However, this act impacts far more than custodians. Hear how it affects investment advisors and how Advent is helping to provide a solution.
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Cost Basis Legislation – Advent Product Update
Hear perspectives from industry participants regarding the impact of cost basis legislation and what you can do to prepare now, in 2011 and beyond.
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What You Need to Know Before Going Through A Data Conversion
Listen to a discussion hosted by Advent Software on “Data Conversion: Best Practices for Compliance and Continuity.” Now more than ever, many firms are considering investing in new technology to reduce risks and control costs. If you are thinking about upgrading or switching systems, understanding data conversion and what it involves will help you make a better informed decision. (50:32)
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Cost Basis Basics: Overview of the New Reporting Rule
Join us to get an overview of the new legislation and learn how you can start preparing today. (19:37)
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The Hidden Cost of Research
In this half-hour web seminar, survey author Steve Unzicker shares how 360 of your peers weigh in on the high cost of managing the research process and how you can dramatically increase efficiencies is this area. (31:49)
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Exclusive Investment Industry Survey Results
In a recent industry survey, researchers sought to quantify the impact of research information overload on investment firms. A flood of 360 responses confirmed that research management is indeed a key challenge for many organizations and the results were fascinating. (30:39)
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Tech Solutions for Investment Advisors
To be competitive, you need to manage your practice as effectively as you manage your clients' assets. Listen on this web seminar to learn more about Advent’s solutions for Investment Advisors. (27:06)
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Leverage Advent's Moxy for Your Expanding Trading Needs
Automated trade order management workflow to reduce errors and costs, best of breed connectivity to third party counterparties, and the benefits of Moxy integration with third party accounting systems. (39:10)
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Advent Portfolio Exchange 3.0 - Global Launch
Advent Portfolio Exchange® (APX) sets the standard for portfolio management technology. This end-to-end solution integrates all phases of the investment management process -– portfolio management, performance analytics, accounting and reporting, client relationship management, and marketing. Join us to learn what's new in Advent Portfolio Exchange® (APX) 3.0 (32:16)
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Best Practices in Due Diligence – An Industry Perspective
The current environment and recent scandals underscore the value of due diligence to mitigate risk. Patricia Watters and Mason Snyder, Co-Founders of Catalina Partners, showcase industry best practices in due diligence to help you: understand the critical factors for due diligence success, explore the keys to risk management and mitigation, and leverage technology to improve due diligence effectiveness and efficiency. (57:16)
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Achieving Operational Efficiencies: Advent for Family Offices
You and your clients can benefit from an integrated technology platform that helps you manage relationships as well as portfolios to preserve and enhance family wealth across generations. We will share the benefits of Advent for Family Offices. (20:30)
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Make Compliance an Asset with Advent Rules Manager
Today's compliance challenges are arguably among the most complex issues firms face. With Advent Rules Manager, you can make compliance an asset by demonstrating best practices to clients and prospects. (49:40)
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Improve Profitability with Axys 
Learn more about Advent's Axys® and how it delivers sophisticated portfolio management tools to help you more efficiently manage your business. (25:52)
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Leverage Advent Portfolio Exchange for Superior Client Service
In today’s environment, effectively communicating with clients and solidifying client relationships is more important than ever .You must be able to access client data quickly and customize report packages based on client requests. Join us to learn how Advent Portfolio Exchange® (APX) provides integrated client relationship management (CRM) and automated reporting capabilities in a browser-based interface. (38:35)
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Shadowing Your Administrator
Listen in on industry specialists from Deloitte will provide their perspective on leading practices for both outsourced and self-administered funds. (53:32)
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Benefits of Migrating to Geneva
Find out why hedge funds are increasingly migrating from Axys to Geneva. Listen to real life testimonies by Trafelet Delta Funds and Ryan Associates, an experienced consulting firm who has engaged in over 20 Axys to Geneva implementations. (43:59)
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Introduction to Geneva
If new trading strategies or the entrance into new markets are placing a strain on your operations, it may be time to consider migrating to Geneva®, Advent’s leading portfolio accounting platform for hedge funds. (44:19)
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Accurate Fees, Invoices and Client Retention – More Important Than Ever
Advent Revenue Center shortens the revenue collection process with automated invoicing, custom fee schedules, and efficient payment management. Join us to learn more. (32:20)
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Portfolio Construction in Moxy
The ability to quickly rebalance single portfolios or groups against models is key in the trading process and can determine the overall impact to portfolio asset allocation strategies. In Moxy®, you can create models for rebalancing accounts, run a model session for account groups, and create a series of trades based on the model. View this session to learn more. (27:33)
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Eliminate Complexities in the Family Office Workflow
During this one hour Web seminar, you will have the opportunity to learn how to create key dashboards in APX, which highlight data at the business, account and group level. (45:23)
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