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Advent Back Office Service Information Kit

Your Advent Back Office Service Information Kit includes the following useful resources:

PRODUCT BRIEF

• ABOS Product Overview
  Advent® Back Office Service (ABOS) 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. 

PRODUCT DEMONSTRATION

• ABOS Demo
  This 6 minute demo explores how outsourcing your back office to Advent’s industry-leading portfolio accounting system, Advent Portfolio Exchange (APX), will help your firm attain new levels of speed, accuracy and flexibility. Advent Portfolio Exchange integrates all investment management processes, from portfolio management, reporting, CRM and security and audit.
  

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

CASE STUDIES

• Broyhill
  Read about how this firm uses Advent Portfolio Exchange® through Advent® Back Office Service to outsource their back office and free up time to focus on more value-added activities such as account maintenance and reconciliation.
• Blue Oak Capital
  Learn how this firm uses ABOS to enhance client service without increasing overhead.