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Family Offices Information Kit
The following helpful resources are included in the Advent Family Offices Information Kit:
BROCHURES
- Family Offices Solutions Brochure
Advent® for Family Offices is the industry’s first front to back office solution designed to meet the specialized investment management and reporting requirements of single-family and multi-family offices of all sizes.
- Advent Portfolio Exchange Brochure
Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.
- Moxy for Asset Managers
Advent’s Moxy system streamlines all aspects of the investment management process—from portfolio construction through settlement—providing a stable, centralized location for making and executing trading decisions. With easy access to critical data, a simple interface and a customizable workflow, Moxy’s advanced trading and order management capabilities expedite investment decision making, helping portfolio managers and traders scale their businesses, and improve connectivity with counter-parties.
- Advent Custodial Data Overview
Advent Custodial Data (ACD) from Advent Software collects, consolidates and electronically delivers secure, standardized custodial data to investment professionals.
DEMO
- Family Offices Solution Demo
See Advent's Family Offices Solution Demo and see why more than 250 family offices around the world, managing assets from $50 million to $5 billion, leverage Advent’s reliable and proven investment management tools.
REPORT
- APX Standard Reports Brochure
Advent Portfolio Exchange Standard Reports provides a description and example of each report in the Advent Portfolio Exchange application.
CLIENT CASE STUDY
- Belfer Management
When Belfer recognized the need for more comprehensive portfolio management solution, they did an extra measure of due diligence on the options available and treat Advent as a brand new vendor that needed to articulate the quantifiable benefits of Advent Portfolio Exchange (APX). The end result? Advent Portfolio Exchange emerged as the clear front runner.
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