The Solution

Get it right. Every time.

Few activities frustrate an operations team more than accounting accurately for corporate actions that affect portfolio values: mergers, acquisitions, spinoffs and ticker changes.

Advent Corporate Actions (ACA) helps you get it right. It delivers reports on all corporate actions that affect your clients’ portfolios, and provides your staff with reliable transaction instructions. Plus, it’s backed by our team of corporate actions specialists, standing by to help your staff interpret complex tax opinions and processing requirements.

Why choose this solution

Consolidated data from multiple vendors
Transactions for mandatory equities worldwide and ADR events, with automated fair market value, cash-in-lieu and cost basis updates
Custom reports based on your holdings
Seamless integration with your Advent portfolio management system
ACA alerts with revision notifications and processing tips
Access to a dedicated staff of corporate actions specialists
Consolidated data from multiple vendors
Transactions for mandatory equities worldwide and ADR events, with automated fair market value, cash-in-lieu and cost basis updates
Custom reports based on your holdings
Seamless integration with your Advent portfolio management system
ACA alerts with revision notifications and processing tips
Access to a dedicated staff of corporate actions specialists
Obtaining timely information based specifically on our holdings, without having to sift through information that may not apply to us, is a great benefit of ACA.
Sharon Castle, Investment Operations Associate
Mairs and Power
Advent Corporate Actions

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Request a demo

Process complex corporate actions with confidence. Improving the efficiency of corporate actions handling can help cut costs, provide competitive advantage through better client service, maintain regulatory compliance, and reduce financial and reputational risks.

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