Overview

Sharpen your competitive edge

Moxy® is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement. Built on industry-standard technology, it’s easy to implement within a firm’s existing IT environment. And, as your AUM or trading volume grows, it has the scalability to deliver the performance you need.

Moxy® provides a window into your firm’s trading operations. By allowing end-to-end transparency into your processes, you can meet operational due diligence standards and demonstrate best practice to clients.

Features & Benefits

  • Real-time views of trading data and cash positions
  • Multi-currency/multi-asset class coverage
  • Maker/checker functionality
  • Support for preventive rule checking
  • Ease of integration with Advent solutions and other third party platforms
Moxy is a great tool for us. It meets all of our needs. We can do allocation strategies, modeling, rebalancing, and tactical weighting. It helps us manage our restrictions for our clients. And from an operational standpoint, the ability to trade electronically and allocate electronically has been huge for us.
Hoa Le, Managing Director, Operations and Technology
Williams Jones Investment Management

View it your way

Easily configure real-time views based on your firm’s trading workflow from creation to allocation, for flexible and efficient order management.

Trade with ease

Use configurable order creation tools to create trades for single portfolios or groups, built on basic or advanced strategies.

Moxy

Complementary Solutions

Advent Genesis

Advent Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution.

Advent Outsourcing Services

With Advent Outsourcing Services, you have the flexibility of customizing solutions and services to your needs.

Advent Portfolio Exchange

APX provides one central, scalable platform for all your portfolio, relationship, and prospect data.

Advent Rules Manager

Advent Rules Manager is a comprehensive solution for pre- and post-trading compliance, eliminating manual labor and improving accuracy.

Learn more about Moxy

Hundreds of asset and wealth managers globally sharpen their competitive edge with Moxy

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