Fund Order Management and Distribution

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

Simplify complex tasks

If funds are part of your product mix, you know that managing orders and redemptions can be complex. Advent replaces manual procedures with a highly automated workflow all the way from order entry to settlement. So high transaction volumes require less effort. Our flexibility enables you to launch and distribute funds more quickly. Bottom line: greater operational efficiency and better client service.


You can save labor and improve accuracy by eliminating tedious and error-prone manual processing.
Our solutions enable you to manage larger trade volumes without adding staff.
We’ve built in safeguards, rules and validations to protect investor security for stricter compliance.
It’s easy to tailor our solution to your business and operational model.
Online self-service management gives investor clients more flexibility and control.


Order generation and automated routing for processing
Optional approval and trade compliance checking against client mandates
Automatic aggregation of orders for specific funds into block orders, reducing the number of transactions to be executed
Automatic order notification to fund providers and administrators


Choice of currencies for settlement
Automated share allocation and settlement
Automated calculation and tracking of sales commissions
Online self-service for clients

Next Steps

Want to know more? Talk to one of our solution specialists. No sales pitch, just straight answers. We’ll listen and help you determine if our solution fits your needs.

Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605

Or visit our Worldwide Offices page and locate one of our representatives at an office near you.

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