Advent for Wealth Managers and Private Client Service Providers

Advent® for Wealth Managers and Private Client Service Providers is a comprehensive solution designed to meet the specialized investment management needs of both private client services and wealth management organizations. More than 200 firms have leveraged the capabilities of Advent’s reliable and proven software and can attest to the improved service and enhanced efficiency they have achieved.

Advent offers two proven platforms for wealth management and private client service providers:

APX is for you if you:

Want fully integrated portfolio management, client relationship management, and reporting
Need portfolio accounting separate from general ledger (GL) accounting with transaction-level integration into major GL systems
Use performance analytics, including attribution, contribution, and ex-post risk
Need expanded fixed income coverage and calculations
Require comprehensive audit and security controls
Need an unlimited number of reporting currencies
Prefer a highly configurable solution built on a single SQL database

Learn more about APX.

Axys is for you if you:

Need portfolio accounting separate from general ledger accounting
Prefer a desktop solution in a Microsoft environment
Want to leverage a broad range of standard reports
Operate in a single base currency with option to report in multiple currencies
Have limited IT resources in house

Learn more about Axys.