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Advent for Family Offices - Axys Platform

Comprehensive Reporting for Better Client Advice
Advent® for Family Offices Axys platform is Advent’s modular desktop solution allowing you to select and customize the modules you need to automate front and back office operations. More than 250 family offices around the world, managing assets from $50 million to $5 billion, leverage Advent’s reliable and proven investment management software.  The solution includes the following integrated modules:

• Portfolio management & reporting -  including integration with market leading general ledger systems
• Portfolio monitoring & trading compliance
• 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 portfolio accounting and reporting software integrates with all major general ledger packages to enable a seamless exchange of information with a firm’s existing books and records system.  In addition, Advent’s internet-based technology provides daily access to the industry’s top 450 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.