Advent for Asset Managers

The Proven Solution from a Trusted Source

Advent for Asset Managers is a comprehensive front-middle-back office solution featuring a choice of four portfolio management platforms to automate all phases of the investment management process from research to 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. Available via the cloud or installed on your premises, Advent for Asset Managers includes: 

• Portfolio accounting & reporting
• Fund Distribution 
• Performance analytics 
• Client relationship management 
• Research management
• Portfolio monitoring and trading compliance
• Trading and order management 
• Custodial data
• Fee and revenue management
• Total wealth reporting

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 can seamlessly integrate portfolio modeling, performance analytics and trade order management capabilities with portfolio accounting and comprehensive client relationship management tools.

Maximize Client Service with Personalized Reporting

Access to account level information from over 800 custodians allows 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 client relationship management and report management capabilities automate collation and production of quarterly reporting packets.