Software Implementation Information Kit

Upgrading or switching technology platforms is a big step. Learn about best practices in implementing software by reading the product information, case studies, and white papers in our Software Implementation Information Kit. Get immediate access by completing our short form.

CASE STUDY 

• Bascom Hill Partners
  Start-up hedge fund with limited time, budget and resources needed a scalable investment platform.
• Newgate Capital Management
  Read how Advent’s Project Management team helped a fast-growing firm convert to an entirely new technology platform.

• White Paper: Best Practices in Solution Implementation
  Avoid pitfalls and enhance productivity with this informative white paper on best practices in software implementation.

VIDEO

• Advent Consulting Services
  Four Advent clients discuss the benefits of leveraging Advent Consulting Services in this three-minute video.

PRODUCT BRIEF

• Advent Project Management Brief
  Learn how Advent’s Project Management Methodology, developed with Stanford University, helps ensure a successful implementation.
• Axys to Advent Portfolio Exchange Product Brief
  Advent's ground-breaking Axys portfolio accounting solution set the industry standard for portfolio account and reporting. Now Advent Portfolio Exchange, our next generation portfolio management solution, continues this evolution by setting a new standard with fully integrated portfolio account and reporting, client relationship management and marketing.
• Sample Project Definition Document
  This detailed action plan identifies project goals, specific deliverables, resources, and timelines for an on-time, on-budget project.