Advent Office Essentials

Attain Powerful Advent Solutions at an Affordable Entry Price

Advent Office® Essentials (AOE) is Advent's solution developed exclusively for growing investment advisors.  Advent recognizes that in order for smaller, startup firms and financial advisors to stay competitive, they need a set of automated investment management tools to run their business. The cost of industry-leading solutions has traditionally kept firms from investing in the most powerful and comprehensive solutions, forcing them to compromise on functionality and reliability in exchange for a low-cost solution.  Advent® introduced AOE as a solution to that problem. For growing investment firms, AOE includes:

• Axys® — Advent’s portfolio management, reporting and accounting software
  • A license of Axys®, pre-populated with firm’s existing data and configured to its specifications
• Advent Custodial Data® — a network of interfaces to more than 450 custodians, banks and broker-dealers 
  • Two custodial data interfaces included in AOE
• Services — Advent's highly skilled consulting and technical support teams
  • Implementation by a certified Advent consultant
  • A three-part online training series
  • Advent's award winning user's manuals and documentation
  • Ongoing technical support including access to a client-only knowledge rich website

Deliver Top Quality Service to Clients at an Affordable Price

With Advent, financial advisor firms get more than just a software product; they get a full-service technology partner. Advent helped pioneer the financial management software market, and continues to provide its clients with the tools and solutions to move money management and financial advice into the future.  AOE enables investment managers to closely manage their expenses at the outset of building their firm without sacrificing the confidence that comes from implementing a solution from a proven technology provider.

Alleviate the Worries Associated with Implementing Software

Installing and setting up an investment management system can be a difficult and time consuming task.  If not done correctly, it can have a significant and ongoing negative impact on a business for years to come.  AOE eliminates much of the work and worry associated with the software implementation process by giving new clients access to Advent’s experienced Services Team.

(Available only in North America)