Independent Advisor Information Kit
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Advent offers two solutions customized for Independent Advisors: Advent® Back Office Service and Advent Office® Essentials. Both solutions are based on Advent’s industry standard portfolio management software and accounting technology. This information kit provides some essential tools to help you make the right IT decision for your firm. Included in the kit are the following helpful resources:
PRODUCT BRIEFS
- Advent Office Essentials Overview
Get a look at Advent Office Essentials in this product overview.
- ABOS Product Overview
Advent® Back Office Service (ABOS) enables a firm to leverage the full power of Axys®, Advent’s industry-leading portfolio management, reporting and accounting software, while outsourcing its data management functions.
DEMO
- Advent for Independent Advisors Solution Demo
View Advent's demo for Independent Advisors
CLIENT CASE STUDIES
- Ryan Investment Management
Find out how this firm sees tremendous results using low-priced bundled solution, Advent Office Essentials® (AOE).
- Symmetry Capital
See how the founder and CEO of Symmetry Capital uses Advent Back Office Service® (ABOS) to perform data management and daily reconciliation on an outsourced basis to maximize client service.
WHITE PAPER
- White Paper: Cerulli Report: Navigating the Emerging Affluent Marketplace
Gain a better understanding of opportunities and challenges of the changing business models, product usage, compensation and practice management that this powerful market demands.
Click here to access the Independent Advisor Information Kit.