Advent for Independent Advisors

Advent understands the unique business challenges associated with providing highly customized services to clients. We have been providing solutions to firms like yours since 1983. More than 2,000 independent financial advisors and 2,500 asset management firms rely on Advent everyday for reduced operating risk, improved client service, and increased productivity. 

We offer two solutions customized for independent advisors: 

• Advent® Back Office Service (ABOS)
• Advent Office® Essentials 

Both solutions are based on Advent’s industry-leading portfolio management software and accounting systems. 
 
ABOS is for you if you want to:

• Spend more time growing your business instead of managing technology
• Get up and running with Advent portfolio management software quickly and easily
• Clear through Advent’s leading custodian data network
• Leverage convenient web-based access to Advent software
• Outsource your data management and reconciliation functions

Learn more about ABOS.

Advent Office Essentials is for you if you:

• Prefer onsite implementation of technology
• Need comprehensive tools without compromising functionality and reliability
• Require back office capabilities that keep pace with a growing client base
• Prefer an absolute level of control and flexibility of reporting

Learn more about Advent Office Essentials.