Portfolio Management

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

The hub of your business

Portfolio management is your core business activity. Your success depends on it. So you need a technology platform that will never let you down. Whether you’re a one or two-person, equity-based advisor or a full-scale enterprise with global, multi-asset-class portfolios, Advent offers a solution to suit your needs. The common thread? Fast and easy access to accurate, reliable data to make informed decisions and deliver exceptional client service.

TOP THINGS TO KNOW

1
Advent offers a variety of solutions for different types and sizes of firms, with different business needs, budget levels and IT capabilities.
2
You can choose a solution that’s installed on-site or one that is outsourced to the cloud.
3
Our platforms are designed for ease of integration with our trading, data import and invoicing solutions, as well as third-party and in-house systems.
4
All of our platforms are highly scalable by design. No matter how much you grow, you’ll never outgrow Advent.
5
We make it easy to upgrade at predictable intervals, so you can reap the benefits of the latest functionality as it becomes available.

FEATURES YOU'LL NEED

Customizable and automated client reporting
Advanced performance measurement
Automated portfolio accounting workflow
Multi-asset class and multi-currency accounting capabilities
Custodial and market data integration
Audit trail and security for compliance
Adaptability to changing regulatory requirements worldwide

MORE FEATURES

Daily position, transaction and performance information
Performance analytics
Dashboards for summary data at a glance
Advanced query and search capabilities
Business intelligence reporting capabilities
Automated reconciliation of trade information, settlement data, transactions and positions
Cost basis
GIPS-compliant composite reporting and maintenance
Integration with client and investor data
Outsourced reconciliation and data management option

FEATURED CLIENT STORY

Plante Moran

Chris Bluhm, Plante Moran, talks about how APX is used by his entire firm- planners, relationship managers, the back office, etc. - all of whom are leveraging the easy access to custom dashboards and data.

MORE CLIENT STORIES

Featured Paper

Portfolio Management in the Era of Transparency

ADDITIONAL RESOURCES

Have You Outgrown Your Portfolio Management System?

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.

Email Us: info@advent.com