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Wealth Management Information Kit

Superior client service and reporting are the key to success in wealth management. In our Information Kit, you’ll learn how Advent's wealth management solution can free you to focus on retaining clients, attracting new assets, and building your business. Get immediate access by completing our short form.

CLIENT CASE STUDIES

  • Bank Oyens & Van Eeghen
    Bank Oyens & Van Eeghen turned to Advent Software and its best-in-class Moxy trade order management and Axys portfolio management, reporting, and accounting systems. The scalability that APX and Moxy offer will be integral to helping Bank Oyens & Van Eeghen achieve its continued expansion.
  • Mittleman Investment Management 
    Mittleman Investment Management embarked upon an initiative to institutionalize its business operations in order to attract new clients. This meant the firm needed a robust portfolio management system to meet its needs today and support their future growth. After comparing offerings from Advent and other service providers, Mittleman Investment Management selected Advent OnDemand.
  • Sandnes Sparebank
    Powered by Advent Portfolio Exchange and Tradex, Advent's fully integrated solution for portfolio management and fund order management, this wealth manager has enhanced front-to-back workflow efficiencies and improved client services significantly, through automation, greater control and assurance, and flexible reporting.
  • Silver Bridge Advisors
    Read about how Silver Bridge migrated to Advent Portfolio Exchange (APX) to offer its clients more comprehensive reporting at a lower cost and in less time. The firm's clients benefit from more transparency into their performance data.

WHITE PAPERS

  • US Regulatory Reform: What it Means for Investment Management Firms
    Are you prepared for the far-reaching impact of the Dodd-Frank bill? Learn about the new regulations governing investment managers and how you can meet them in our new white paper, written with the Investment Adviser Association.
  • Data Conversion
    This informative, eight-page white paper is designed to help firms weigh data conversion options and tradeoffs.
  • The Retail Distribution Review
    This white paper explores the profound impact the RDR will have on all participants serving the retail investment marketplace in the UK, and discusses how UK wealth managers can prepare not only to comply with the new regulations, but to take advantage of the changes they will bring.

VIDEOS

  • Pendo LLC
    Roseanna Torres, Head of Trading at this international money manager, discusses how they leverage the integration of APX® for portfolio management and Moxy® for order management to reduce errors, cut costs and focus on higher value tasks to better service clients.
  • Heck Capital Advisors
    The integration of APX and Moxy helps Kenneth Heck, Heck Capital Advisors, track and analyze their fixed income assets and gives their firm faster response time to clients, compelling reporting, direct access to their data, and helpful CRM information. The result- Stronger relationships and more focus on their clients.
  • Outsourcing with Advent OnDemand
    Advent OnDemand offers Advent’s award-winning suite of investment solutions through the Software-as-a-Service model (SaaS), with or without data management and reconciliation. Jason Johnson from Advent discusses how Advent’s 10 years of experience in outsourcing gives our clients a team of subject matter experts in our solutions, technology and industry best practices.

SAMPLE REPORTS

  • APX Sample Reports
    Give your clients and prospects sophisticated reports that are as polished in presentation as they are rich in content. Run reports for any time period. Use graphics in reports, combine several reports or charts onto a single page or customize packages of reports and other documents for specific clients.

PRODUCT BRIEFS

  • Advent OnDemand Product Brief
    Advent OnDemand enables a firm to leverage the full power of Advent’s industry-leading portfolio management, reporting and accounting software, while outsourcing its data management functions.
  • Advent Portfolio Exchange Product Brief 
    Evolving from 20 years of proven, industry leading innovation and reliability, Advent Portfolio Exchange represents Advent’s next generation in portfolio management technology.  It is the first solution to fully integrate the front office functions of prospecting, marketing and CRM with the back office operations of portfolio accounting and reporting.