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Moxy Information Kit

Moxy automates trading and order management processes, so you can free up time to watch the market and focus on strategy. Learn more with our Information Kit, which includes a product demo and white papers offering a deeper understanding of alternative trading systems. Get immediate access after completing our short form.

CASE STUDIES

  • CGOV Asset Management
    CGOV sees efficiency gains while helping shape the new version of Moxy. “A lot of the things we have talked about before with Advent are now starting to show up in Moxy, we love the direction that it’s going and it’s certainly beneficial for us.” says Richard Sellner, Director of Finance and Operations
  • KSB
    Since Riyadh-based KSB Capital Group launched in 2007 it has developed a broad client base encompassing retail, high net worth and institutional investors, with an equally wide range of investment product offerings. Therefore, the firm needed a best-in-class investment funds technology solution with the capability to support its universe of clients and full range of products and services.
  • Silver Bridge Advisors
    Read how Silver Bridge, a long-time user of Advent Portfolio Exchange® and Advent Moxy® OMS, recognized opportunity to review and improve workflow processes in the new release of Moxy.
  • Taaleritehdas Oy
    This new Finnish private bank leverages Advent’s state-of-the-art portfolio management and trading technology to support its rapid growth. “We opted for Advent Portfolio Exchange (APX) because it links seamlessly with Moxy, and we saw how useful it would be to have the reporting side communicate with the asset management side,” says Taaleritehdas co-founder and EVP Karri Haaparinne.

WHITE PAPERS

  • Portfolio Construction and Trading: Closing the Gap:
    In today’s challenging market, closing the gap between portfolio construction and trade execution is critical—not just to gain efficiencies, but also to seize new opportunities. Learn how improving workflows around portfolio modeling, construction, and rebalancing offers you the opportunity to increase efficiency while making better investment decisions.
  • Rise of Dark Pools and Rebirth of ECNs: Death to Exchanges?
    This 43-page report from Aite Group analyzes the impact of the paradigm shift away from traditional exchanges like the NYSE and NASDAQ toward Alternative Trading Systems like dark pools and ECNs.
  • Journal of Trading: The OMS as an Algorithmic Trading Platform

VIDEO

  • CGOV Asset Management
    Richard Sellner, Director of Operations & Finance, discusses how the automation and flexible workflow of Advent’s trading suite helps their traders and portfolio managers save time every day. Moxy’s powerful consolidated group trading functionality has helped CGOV automate their allocations and gives traders more time to focus optimizing on their strategies.
  • Trading Workflows
    The fragmentation of liquidity in the marketplace requires Portfolio Managers and Traders get more in sync.  John Bird from Advent Software discusses trading workflows, including the increasing importance of better management of compliance, asset allocation and drift analysis.  (4:16)

DEMO

  • Moxy Product Demonstration

 

 

PRODUCT BRIEF

  • Moxy Product Brief
    Moxy automates manual trading and order management processes.  Learn how you can free up time to watch the market and focus on trading and investment strategy.