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Asset Manager Information Kit

Learn how to avoid the costly consequences of regulatory non-compliance with today’s stringent regulations, and how to enhance the effectiveness of many aspects of your operations. Our Asset Managers Information Kit is packed with advice from experts and real-world examples. Get instant access after completing our short form.

CLIENT CASE STUDIES

  • Gardner Russo & Gardner
    Running up against shortcoming in their previous portfolio accounting system, GRG has found that, “Consolidating everything into one location (APX) has meant that efficiency and accuracy were greatly enhanced.” More recently, being among the first firms to implement the newest release, and working with Advent on fine-tuning the latest enhancements, GRG has been able to take advantage of the increased data flexibility, enhanced reporting, dashboards and streamlined report packaging.
  • Knightsbridge Asset Management, LLC
    Learn how Advent Portfolio Exchange and Advent Moxy help this asset management firm increase efficiencies, streamline and automate reporting, consolidate client data, and improve compliance readiness.
  • KSB Capital Group
    Since Riyadh-based KSB Capital Group launched in 2007 it has developed a broad client base encompassing retail, high net worth and institutional investors, with an equally wide range of investment product offerings. Therefore, the firm needed a best-in-class investment funds technology solution with the capability to support its universe of clients and full range of products and services.
  • European Value Partners
    Independent asset management boutique, serving high net worth individuals and institutional investors using Moxy,® Advent Portfolio Exchange® (APX) and RIMES® Technologies.
  • Veritas Asset Management
    In the space of just 18 months, and during the worst financial crisis in decades, independent investment firm Veritas Asset Management has more than tripled in size, seeing its assets under management leap from approximately £800 million to £2.5 billion. And a key factor in the firm’s success has been Advent Portfolio Exchange® (APX) and Moxy®, says head of investment operations James Spence.

WHITE PAPER

  • Data Conversion
    Now more than ever, many firms are considering investing in new technology to reduce risks and control costs. If you are thinking about upgrading or switching systems, understanding data conversion and what it involves will help you make a better informed decision. This informative, eight-page white paper is designed to help firms weigh data conversion options and tradeoffs.
  • Middle East Fund Survey 2011
    This research highlights the key opportunities and challenges in store for the Middle East fund industry in 2011.

VIDEOS

  • Northern Trust Investment
    Megan Evans, Manager of Analytical & Reporting Services, discusses how Northern Trust eliminated numerous, disparate applications by consolidating CRM, reporting, marketing and portfolio management onto Advent Portfolio Exchange (APX).
  • Vaughan Nelson Investment Management
    Belinda Denn, Manager of Operations, talks about how Advent Portfolio Exchange (APX) enhances their client service and simplifies their operations. The enhanced fixed income functionality, integrated CRM, automated reporting, and SSRS capabilities were especially critical to their operational improvements.
  • Outsourcing with Advent OnDemand
    Advent OnDemand offers Advent’s award-winning suite of investment solutions through the Software-as-a-Service model (SaaS), with or without data management and reconciliation. Jason Johnson from Advent discusses how Advent’s 10 years of experience in outsourcing gives our clients a team of subject matter experts in our solutions, technology and industry best practices.
  • Partnering with Clients to Build Better Products
    Mike Madigan from Advent discusses how being transparent with our clients about the products and functionality we’re building helps our clients better plan their initiatives.

DEMO

  • Advent for Asset Managers Solution Demo

PRODUCT BRIEFS

  • Asset Manager Brochure
    Advent® for Asset Managers spans your front office, back office and everything in between. It reduces operational risk, whether you have a simple or complex operational model, thus increasing profitability.
  • Moxy for Asset Managers
    Advent’s Moxy system streamlines all aspects of the investment management process—from portfolio construction through settlement—providing a stable, centralized location for making and executing trading decisions.
  • Advent Portfolio Exchange Product Brief
    Advent Portfolio Exchange represents Advent’s next generation in portfolio management technology. It is the first solution to fully integrate the front office functions of prospecting, marketing and CRM with the back office operations of portfolio accounting and reporting.
  • Geneva Product Brief
    Learn how Geneva can help you streamline, automate, and integrate the investment management process across your entire organization.
  • Tamale RMS Product Brief
    Explore the components of Tamale RMS and how it integrates and organizes information from disparate sources – around the workflows of each investment professional. See how its intuitive and easy-to-use interface requires minimal learning curve and training costs.