Advent for Asset Managers – Advent Portfolio Exchange Platform
The Proven Solution from a Trusted Source
Advent for Asset Managers Portfolio Exchange platform is a comprehensive portfolio management solution that automates all phases of the investment management process from marketing to reporting. With more than 2,500 asset management firms relying on Advent Software for mission-critical business processes, Advent is the undisputed technology leader in the asset management industry. Advent for Asset Managers includes:
Boost Profitability by Leveraging Technology
Today’s market environment compels asset management firms to keep a close eye on productivity and profitability. By leveraging advances in portfolio management technology, asset managers can scale their operations without adding headcount – resulting in increased profitability. Taking advantage of integrated tools can also dramatically decrease a firm’s back office IT cost, freeing staff to spend time on asset management rather than IT compatibility issues.
Minimize Operating Risk with Seamless Integration Automating operations is only half the story. Automation without integration can lead to reporting errors, lost data, compliance issues, increased costs and operational risks. Advent for Asset Managers seamlessly integrates
portfolio modeling,
performance analytics and
trade order management capabilities with portfolio accounting and comprehensive
client relationship management tools.
Maximize Client Service with Personalized Reporting
More than 450 automated custodian data interfaces allow firms to deliver reconciled reports to their clients the day after month-end and increase employee productivity every day. Customized reports can be easily created without the involvement of valuable IT resources, thus reducing costs and increasing client satisfaction. Once the reports have been created, Advent for Asset Managers' powerful, integrated CRM and report management capabilities automate collation and production of quarterly reporting packets.