search results
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Alternative Managers
Best of breed solutions for your evolving needs. From accounting to data governance & reconciliation to investor-level reporting - outsourced, co-sourced or locally deployed. Make the right technology decision to integrate your front, middle, and back office, to take your business to the next level.
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Geneva for Emerging Managers
As a start-up, your fund requires a customizable platform that combines software and managed services to meet your needs and scale over the life of your business. Set yourself up for success with comprehensive asset class coverage, data governance and reconciliation to investor-level reporting.
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Advent Outsourcing Services
Cloud-delivered technology and robust outsourcing services available to augment your firm's specific workflows and business needs. Advent Outsourcing Services builds on this experience with cloud delivery capabilities, expanded technology options, and a wider selection of services than ever before.
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Advent Portfolio Data
Gain greater access to portfolio data sources, additional instrument coverage and automated downloads upon data availability. Advent Portfolio Data extends our ability to deliver the account-level data you depend on for reconciliation and other workflows, with greater portfolio data source access.
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Advent Professional Services
Helping you make the most of our solutions, over the life of your business. Firms rely on Advent Professional Services for many different reasons at varying stages of their life cycle: from end-to-end implementation support, to training, business and operational process reviews, and migrations.
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Black Diamond Link for APX and Axys
Leverage key features of the award-winning Black Diamond Wealth Platform without undergoing a system migration. An innovative portal can serve as an important point of differentiation for advisors looking to promote the more personal aspect of their service offering.
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Geneva for Hedge Funds
Discover the leading portfolio and shadow accounting solution for the alternative world. Real-time portfolio management and accounting, investor accounting, and reporting. Geneva excels at portfolio accounting and position management for any instrument, within any structure, in any region.
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Modestspark
Modestspark provides wealth reporting, document management and a digital service platform that integrates seamlessly with your current system. Modestspark can help your firm power the client experience and - as it supports integration with APX, Axys, and other systems - it’s easy to get started.
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Alternative Managers - All Solutions
Best of breed solutions for your evolving needs. From accounting to data governance & reconciliation to investor-level reporting - outsourced, co-sourced or locally deployed. Make the right technology decision to integrate your front, middle, and back office, to take your business to the next level.
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Info Kit: Geneva for Emerging Managers
The technology decisions you make today will have a long-range impact on the direction of your firm. As a start-up, your fund requires a customizable platform that combines software and managed services to meet your needs and scale over the life of your business.
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Wealth managers can’t have it all…or can they?
Life is a series of choices. We’re taught we can’t have it all, that we must pick one thing or another. And with every choice comes an inevitable opportunity cost. Wealth managers face the same predicament when determining and implementing their business strategy. Or think they do.
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Emerging Managers: What to consider when outsourcing
What does it take to start a hedge fund? And, what functions should a firm outsource in order to prioritize higher level work? The HFM US Operational Leaders’ Summit 2020, held earlier this month, addressed these questions with a focus on addressing operational issues facing the emerging managers.
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Report: A multi-asset class future for asset managers
Where will institutional asset managers find the investment returns to keep their clients happy and help meet their liability demands? The answer, increasingly, is to diversify into multiple asset classes including various forms of alternatives. But what factors need to be taken into consideration.
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Paper: Technology and Operations Outsourcing for Asset and Hedge Fund Managers
A guide for Asset and Hedge Fund Managers. Not long ago, technology and operations outsourcing in the investment management industry was largely regarded as a way for firms to reduce their IT overhead and back-office burdens.