Advent for Wealth Managers and Private Client Service Providers

Efficient Trading. Comprehensive Reports. 

Advent® for Wealth Managers and Private Client Service Providers is a comprehensive solution designed to meet the specialized investment management needs of private client services and wealth management institutions. Advent for Wealth Managers and Private Client Service Providers includes the following software modules:

• Research management
• Wealth management reporting
• Trading and order management
• Portfolio monitoring & trading compliance
• Custodial data
• Fee and revenue management
• Total wealth reporting

Improve Client Service

Increased competition in the high-net-worth investor market has placed enormous pressure on private client services and wealth management institutions to improve client service. Advent® for Wealth Managers and Private Client Service Providers helps firms retain and acquire profitable client relationships by providing them with software tools to create personalized products and services.  Firms can use Advent’s comprehensive wealth management reporting tools to provide their clients with holistic performance reporting across all their holdings

Minimize Operating Costs and Risks

Advent for Wealth Managers and Private Client Service Providers integrate seamlessly with third-party trust accounting systems. Advent reduces both operating risk and system integration risk by providing wealth managers and private client service providers with a straight through processing (STP) environment - this includes a FIX-based electronic order routing capability - that reduces manual entry and errors by minimizing human intervention in the trading workflow. Compliance is another key issue that Advent addresses by enabling firms to adhere to pre-and post-trade restrictions from clients and institutions.  With restriction-checking and compliance tools in place, portfolio managers and traders can spend more time on investment decisions and less time worrying about compliance.