Axys
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
Get more done in your day

Our Axys® portfolio management solution brings your firm the benefits of automation in an easy-to-use, turnkey solution requiring minimal IT support. Increase productivity, improve accuracy and get a clear picture of your portfolios and their performance. With an extensive library of pre-defined reports plus easy report customization, Axys helps thousands of investment firms do more in less time. It’s the most widely used portfolio management solution in the industry.

BUSINESS NEEDS ADDRESSED
1
Portfolio management
2
Reconciliation
3
Reporting
4
Performance measurement
5
Portfolio accounting
FEATURES YOU'LL NEED
GIPS-compliant performance measurement
Automated reconciliation of trade information, settlement data, transactions and positions
Flexibility in tax treatment
Technology partner network to extend capabilities
Customizable reporting and graphics
Multicurrency accounting and reporting
Support for a wide range of securities – cash, equities and fixed income
BENEFITS
Be better prepared for an examination or regulatory request
Increase productivity and reduce operating risks through automation
Make better informed decisions based on reliable data
Communicate more effectively to clients with professional reporting
Streamline processes via built-in integration with Advent Direct Data Services
FEATURED CLIENT STORY
Ithaka Group LLC

Amanda Sawyer, Ithaka Group LLC, explains how Advent helps save their firm time with the seamless integration between Advent Custodial Data, Axys, and Moxy.

MORE CLIENT STORIES
Avalon Advisors, LLC
Dalton, Grenier, Hartman, Maher & Co., LLC
Featured White Paper
Risk Management for Family Offices
ADDITIONAL RESOURCES
The ABCs of ETFs
Social Media in Investment Management
Have You Outgrown Your Portfolio Management System?
Top Five Trends for Advisors in 2014
Axys
Portfolio Accounting & Reporting

Axys, Advent's industry-leading portfolio management, reporting and accounting solution, brings speed, accuracy and flexibility to your firm's investment management practice.

ADDITIONAL RESOURCES
Axys Product Brief
Axys System Requirements
Next Steps

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

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Contact US

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