Wealth Managers and Private Client Service Providers Information Kit
We invite you to learn more about Advent's solutions for Wealth Managers and PCS with our free Information Kit. We provide a variety of tools and resources to help you learn about how Advent can help your organization.
The information kit includes the following items:
BROCHURES
- Advent for Wealth Managers
Advent for Wealth Managers is a comprehensive solution designed to meet the specialized investment management needs of wealth management institutions.
- Advent Portfolio Exchange Product Overview
Evolving from 20 years of proven, industry leading innovation and reliability, Advent Portfolio Exchange represents Advent’s next generation in portfolio management technology. It is the first solution to fully integrate the front office functions of prospecting, marketing and CRM with the back office operations of portfolio accounting and reporting.
- Moxy for Asset Managers Product Overview
Advent’s Moxy system streamlines all aspects of the investment management process—from portfolio construction through settlement—providing a stable, centralized location for making and executing trading decisions. With easy access to critical data, a simple interface and a customizable workflow, Moxy’s advanced trading and order management capabilities expedite investment decision making, helping portfolio managers and traders scale their businesses, and improve connectivity with counter-parties.
DEMOS
- Wealth Managers Solution Demo
See why more than 200+ firms currently leverage Advent’s reliable and proven investment management technology.
CLIENT CASE STUDIES
- Credit Europe Bank (Suisse) S.A.
Swiss private bank increased operational efficiency by 100% and significantly improved customer service using
Advent’s solutions.
- Newgate
In 2005, Newgate found itself rapidly outgrowing its portfolio management system. Read why they switched to Advent Portfolio Exchange® (APX) - Advent's leading edge portfolio management solution and the benefits they received from
the implementation process.
- Parsec
Learn how Parsec Financial implemented Advent Revenue Center to integrate with Axys, automate billing processes,
and reduce chances of error.
To get the Wealth Managers and PCS Information Kit, please register here.