Wealth Management Reporting

Provide Sophisticated Reports to Wealth Management Clients

Advent® for Wealth Managers and Private Client Service Providers offer the most advanced wealth management reporting capabilities in the industry. These tools make it easy to create performance reports of exceptional quality covering equity, fixed income, multicurrency and variable-rate securities. Furthermore, it enables firms to deliver a consolidated household report, regardless of where a client’s assets are custodied.

Reporting Tools that Set You Apart

Powered by Advent Portfolio Exchange, the industry-leading portfolio management and performance reporting engine, the Wealth Management Reporting module offers:

• Built-in performance analytics
• GIPS-compliant performance measurement and reporting
• Straight through processing (STP) integration with data providers, trust accounting, general ledger, and other third-party portfolio analytic tools 
• Customizable reporting and graphics for internal analysis and client presentation