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| AEW Capital Management, L.P.
Investment Advisor - $41 Billion AUM Learn how this provider of real estate investment management services improves operational efficiencies and audit and compliance readiness using APX. |
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| Anchor Capital Advisors
Investment Advisor - $1.3 Billion AUM Find out how this firm is growing its business with Advent solutions. |
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| Avalon Advisors, L.P.
Asset Management Firm - $2.7 Billion AUM Read how Advent has helped Avalon provide a differentiated client service to high net worth families. |
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| BB&T Asset Management
Asset Management Firm - over $1.2 Billion AUM Learn how Bill Few and Associates migrated to Advent Portfolio Exchange® (APX), the integrated portfolio management system that incorporates CRM and accounting, all on a single SQL database. |
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| Bill Few Financial Group
Asset Management Firm - over $1.2 Billion AUM Learn how Bill Few and Associates migrated to Advent Portfolio Exchange® (APX), the integrated portfolio management system that incorporates CRM and accounting, all on a single SQL database. |
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| Blue Oak
Investment Advisory Firm - $150 Million AUM Learn how this firm uses ABOS to enhance client service without increasing overhead. |
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| Boston Advisors, LLC
Asset Management Firm - $2.4 Billion AUM Read how Advent Revenue Center™ has helped the Treasurer and his staff at Boston Advisors automate the billing process and simplify revenue analysis for investment managers. |
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| Cantara (Switzerland) SA
Asset Management Firm - $32 million Advent’s solutions greatly improved operational efficiency, productivity and quality of management and customer reporting for this Swiss asset management firm. |
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| Ferguson Wellman
Asset Manager Firm - $2.2 Billion AUM Learn how Ferguson Wellman has developed trading and reconciliation efficiencies, leveraging a full range of Advent’s suite of portfolio accounting tools including Moxy® and Advent STP. |
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| Ferguson Wellman (ACA)
Asset Manager Firm - $2.2 Billion AUM Read how Ferguson Wellman has implemented Advent Corporate Actions® (ACA) to simplify the tedious, error-prone process of manually tracking corporate actions. |
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| FIM Asset Management
Asset Manager Firm Advent helped Helsinki firm significantly improve their service to clients, reduce their operational risk and streamline their investment management processes. |
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| Fischer Francis Trees & Watts (FFTW)
Global Asset Manager Firm - $38 Billion AUM Learn how this leader in international fixed income investment management chose Geneva® to consolidate their domestic and global portfolio accounting systems; creating accurate, real-time portfolio position data across their business while reducing operational risk and costs. |
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| Jamison, Eaton & Wood
Asset Manager Firm - Approximately $750 million AUM Read about how this investment management firm has cut its billing time in half and has reduced manual exception processing and chances of error using Advent Revenue Center®. |
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| Kensington Investment Group
Asset Management Firm - over $750 Million AUM Find out how Kensington Investment Group transitioned from Axys® to Advent Portfolio Exchange® (APX), paving the way to greater integration between front office marketing, to back office operations and reporting. |
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| Kovitz Investment Group, LLC
Asset Manager Firm - Approximately $925 million AUM Read how Chicago-based KIG® implemented Advent Portfolio Exchange® (APX), allowing the firm to efficiently manage the increased number of client customization requests. Running on a SQL platform with an open architecture, APX enables KIG® to consolidate its data while providing the scalability for growth. |
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| Newgate Capital
Asset Management Firm - $3 Billion AUM In 2005, Newgate found itself rapidly outgrowing its portfolio management system. Read why they switched to Advent Portfolio Exchange® (APX) - Advent's leading edge portfolio management solution and the benefits they received from the implementation process. |
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| NewSouth Capital Management, Inc.
Asset Management Firm - $3 Billion AUM Find out how Advent solutions help this firm perform efficient tax accounting and reporting. |
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| Optimum Investment Advisors
Asset Management Firm - $1 Billion AUM Find out how this firm utilizes Advent products to gain efficiency in the Straight Through Process. |
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| Osborne Partners
Asset Management Firm - over $850 Million AUM Learn how long-time Axys® user, Osborne Partners successfully implemented Advent Portfolio Exchange® (APX) for their growing firm, allowing them to improve access to client data without adding overhead. |
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| Rigel Capital Management
Asset Management Firm - over $2 Billion AUM Learn how Rigel Capital Management leverages Advent's suite of portfolio management tools to develop an efficient accounting, trading and reconciliation workflow. |
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| SEB Asset Management
Asset Management Firm - $85 Billion Danish investment firm experienced 500% increase in productivity and 80% reduction in administration support by using Advent’s solutions for investment managers. |
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| Seven Investment Management
Asset Management Firm Flexibility of Advent’s solutions allowed this innovative fund manager to launch a new service in the UK and provide a superior service to their clients. |
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| Sterling Capital Management
Asset Management Firm - $11 Billion AUM Learn how Sterling implemented a scalable, efficient billing solution that integrated with APX to meet the complexities of their unique billing process. It helped eliminate a laborious manual invoice process, and replaced it with a flexible, robust billing solution. |
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| Sterling Capital Management - APX
Asset Management Firm - $11 Billion AUM Read how Sterling is taking advantage of the enhanced fixed income functionality and integrated performance analytics in the latest version of Advent Portfolio Exchange to improve service to institutional clients and grow their business more efficiently. |
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| Strand
Asset management firm - $300 Million Read about how this firm manages five times as many portfolios as when it started and has significantly grown assets under management using Advent software. |
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| Tower Asset Management
Asset Management Firm - over $440 Million AUM Read how Tower Asset Management implemented Advent Portfolio Exchange® (APX), giving them multiple options to report on performance data. |
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| Wasatch Advisors
Asset Management Firm - $7.8 Billion AUM Find out how Wasatch Advisor uses integrated Advent solutions to manage growth, risk, and the delivery of superior client service. |
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| Wasatch Advisors
Asset Management Firm - $7.8 Billion AUM Read how Wasatch manages a complex technology environment with Advent. |