Advent® Office Essentials® (AOE) Information Kit
Thanks for your interest in Advent Office Essentials. We invite you to learn more with the resources provided in our AOE Information Kit is now available for download. Here's a sample of what is offered:
PRODUCT BRIEF
- Advent Office Essentials
Learn how Advent Office Essentials can help you streamline, automate and integrate the investment management process across your entire organization.
- Axys
Learn how Advent’s solutions can help you streamline, automate, and integrate the investment management process across your entire organization.
- ACD
See how ACD consolidates account level information from more than 450 custodians for reconciliation and posting into Advent's Portfolio Management & Reporting module.
REPORT
- Axys® Standard Reports
Get a compelling look at dozens of sophisticated reports that are as polished in presentation as they are deep in content. See how Axys can help you gain sophisticated accounting and performance measurement capabilities, and accurate, timely data for your investment decision making, without growing your overhead.
CLIENT CASE STUDY
- McGinley Financial Advisory, LLC
Starting your own investment advisory business? See how this one-person, fee-based RIA firm is using Axys for its portfolio management and reporting needs.