Advent for Family Offices – Advent Portfolio Exchange Platform

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Comprehensive Reporting for Better Client Advice
Advent® for Family Offices Portfolio Exchange® Platform 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 250 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
• Custodial data
• Trading & order management

Provide Sophisticated Reports to High Net Worth Clients
To provide the level of service that high net worth family members and clients expect, it is critical that firms have the ability to deliver reports quickly, accurately and in a highly personalized manner.  Advent for Family Offices enables firms to create reports on cash activity, purchases and sales, realized gains and losses and portfolio performance in a timely fashion so that firms can deliver unparalleled client service. Reports can be paper based, web based or emailed to family members.

Increase Operational Efficiencies through System Integration
If a family office is concerned about controlling and reducing operating risk, Advent® for Family Offices is the solution that ensures the tightest system integration available.  Advent’s internet-based technology provides daily access to the industry’s top 400 custodian banks and brokers.  This automated process of downloading daily transaction and position account information means that a firm saves time, decreases risk and increases operational efficiencies

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