Advent for Family Offices

The Proven Solution from a Trusted Source

Advent® for Family Offices is the industry’s first fully integrated enterprise solution designed to meet the specialized investment management and reporting requirements of single-family and multi-family offices.  More than 300 family offices around the world, managing assets from $50 million to $5 billion, leverage Advent’s reliable and proven investment management tools.  The solution includes the following integrated modules:

• Portfolio management & reporting
• Portfolio monitoring & trading compliance
• Research management
• Performance analytics 
• Custodial data
• Trading & order management
• Total wealth reporting

Boost Profitability by Leveraging Technology

Today’s market environment compels investment managers to keep a close eye on productivity and profitability. By leveraging advances in portfolio management technology, family offices can scale their operations without adding headcount – resulting in increased profitability. Taking advantage of integrated tools and family office accounting software will dramatically decrease 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 Family Offices seamlessly integrates portfolio modeling, performance analytics and trade order management capabilities with portfolio accounting and comprehensive client relationship management tools.

Maximize Client Service with Personalized Reporting

More than 450 automated custodian data interfaces allow 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 Family Offices' powerful, integrated CRM and report management capabilities automate collation and production of quarterly reporting packets.