Portfolio Management, Accounting and Reporting

Solutions Designed Specifically for Your Firm

No two firms are alike. That’s why Advent offers four different portfolio management solutions, each built for a specific type of firm. Whether you’re an asset manager, advisor or an alternative investment firm, you can count on Advent for solutions that meet your specific needs and provide the highest standards of reliability, security, and compliance.

Four Solutions—One Standard of Excellence

Axys® offers investment managers a turnkey portfolio accounting and reporting solution. It’s ideally suited to firms that have little or no dedicated IT support in house.

Black Diamond is a web-based, outsourced portfolio management and reporting solution purpose-built for advisors and wealth managers. It provides innovative and dynamic portfolio management and reporting delivered through an easy-to-use online interface.

Advent Portfolio Exchange® is an enterprise solution that integrates portfolio management, client relationship management, and reporting on a single platform. APX brings the advantage of centralized information in a browser environment for more efficient information sharing.

Geneva® With over 300 clients, Geneva has become the industry leading platform for Prime Brokers, Fund Administrators and managers of alternative asset classes including: Hedge Funds, Asset Managers and family offices worldwide. Geneva is the foundation of Advent’s Alternative Solution including: Geneva World Investor for investor accounting, Tamale for research management and the Syncova suite of products for the industry’s first margin and financing solutions.