Advent Wealth Service

Deliver Total Wealth Reporting to Your Top Clients

Advent® Wealth Service is a web-based wealth management platform that enables wealth managers, private client advisors, and family offices to provide high net worth clients with a complete picture of their assets through a secure website.

Key benefits of Advent Wealth Service include:

• Report on 100% of your clients’ assets worldwide
• Calculate GIPS-compliant performance for any asset and subset of assets
• Group accounts in any fashion, including account style, holdings, and family members
• Benefit from higher productivity, efficiency, and higher-value deployment of resources

Helpful Performance Comparisons

Advent Wealth Service can calculate performance figures and generate gain/loss information for any asset and subsets of assets in a client’s portfolio. Advent also maintains a database of hundreds of indices for benchmarking, so you can see at a glance how your portfolio and individual accounts are performing compared to the markets.

Improved Productivity and Efficiency Gains

Advent Wealth Service can save you significant time and money compared to trying to build a comparable capability on your own. It also enables you to provide a valuable, critical service to your highest revenue-generating clients, without adding to your administrative burden.

A Proven Solution You Can Trust

Advent Wealth Service has a long track record of success and currently provides reports on over $20 billion in assets for high net worth investors. Institutions like JP Morgan, Merrill Lynch, and UBS and a number of independent wealth managers and family offices use Advent Wealth Service.