Advent Direct
Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager
UNIFY YOUR FIRM ON ONE PLATFORM

Imagine everyone in your firm on the same technology platform, sharing a common, intuitive interface, with instant access to all the data they need in one place, no matter where it resides. Anytime, anywhere, on any device. That’s Advent Direct. It’s our game-changing, cloud-based platform for building and delivering applications, solutions and services tailored to the way each person in your firm works. Easy to deploy and front-office friendly, Advent Direct is the ultimate platform for firm-wide collaboration, secure external communication and personal productivity.

Learn more about Advent Direct and Advent Direct Investor Management.


BUSINESS NEEDS ADDRESSED
1
Advent Direct solutions can be configured to a variety of business needs. Contact Advent (sales@advent.com) to talk about solutions currently available and planned for 2014.
FEATURES YOU'LL NEED
Cloud deployment
Integration with Advent and non-Advent systems
Platform for building proprietary solutions along with Advent-developed solutions
Optimal availability, elasticity and scalability
Advanced security measures
BENEFITS
No new hardware or infrastructure required.
No lengthy software implementation or upgrade process.
Faster time-to-value and ROI with minimal training and orientation.
Improves individual productivity with custom-configurable solutions.
Drives efficiency firm-wide through enhanced collaboration.
Enables more proactive and responsive client service.
Empowers CTO to deploy best-of-breed technologies without disrupting business.
FEATURED CLIENT STORY
Conestoga Capital

Advent Direct unifies the firm, giving everyone access to APX data anywhere, anytime, on any device. “Advent Direct lets us sit down with a consultant and pull up a portfolio and show current holdings and year-to-date performance through close of last night. That’s a differentiator.” explains Managing Partner Duane D’Orazio.

ADDITIONAL RESOURCES
MORE CLIENT STORIES
Emerson Investment Management
Wilkinson-O’Grady & Co., Inc
Next Steps

Want to know more? Talk to one of our solution specialists. No sales pitch, just straight answers to help you make an informed decision.

REQUEST DEMO
Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605

Or visit our Worldwide Offices page and locate one of our representatives at an office near you.

Email Us: info@advent.com