Family Offices Information Kit

As a family office, you have ultra-high net worth investors who demand superior service and investment products that are tailored to their needs. Our Information Kit contains a variety of resources to help you determine the best way to manage your infrastructure. Get instant access after completing our short form.

CASE STUDIES

• Altamount Capital Management.
  One of the key features the firm required was an ability to view each family’s holdings at various levels: for example, at an empire level, a family level, sub-family level, individual level and portfolio level. “While all the software offered that capability, Advent’s functionality in this area was far superior,” says Mr. Joshi
• Cornerstone Advisors, Inc.
  APX plays a role in helping Cornerstone account for its wide array of investment products. The newest version of APX builds on the system’s integrated platform and scalability to deliver even greater power, flexibility and ease of use.
• GlobalView Investments SA
  With Advent Portfolio Exchange® (APX), GlobalView can offer clients great flexibility in the way they view data, gain an accurate picture of clients' consolidated exposure across multiple banks, and accommodate rapid growth of assets and clients.
• Piedmont Financial Trust Company
  To further drive efficiency, Piedmont employs a full complement of Advent straight through processing products, including: Advent Custodial Data, Advent Corporate Actions, Rex and DTCC Interface. The combination of APX and Advent’s STP solutions has helped Piedmont master the challenges of a large single family office. It has also helped position the firm to expand its offering should it decide to in the future.

WHITE PAPERS

• A Best Practice Guide to Family Office Technology: Building the Operational Framework to Support Your Firm’s Growth
  Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider.
• The New World of Risk Management: Best Practices for Family Offices
  This white paper explores how family office clients' mix of wariness and desire for reasonable returns puts effective risk management at the heart of wealth management.

DEMO

• Family Office Solution Demo
  With more than 300 family office clients worldwide, Advent offers the perfect solution for family office providers who want to consolidate portfolio information from multiple sources into a single database, streamline and improve reporting, and increase productivity. Watch how the family office solution improves service to family members and automate family limited partnership accounting.

VIDEO

• Athena Capital Advisors
  Alan Slaughter, from Athena Capital Advisors, a $3B family office, discusses how Advent Services helped handle the transition to APX and how the APX single point of entry has reduced risk and errors firm-wide.

• Family Offices Solutions Brochure
  Advent® for Family Offices is the industry’s first front to back office solution designed to meet the specialized investment management and reporting requirements of single-family and multi-family offices of all sizes.