Reporting

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

Tell your story effectively

Advent portfolio management solutions include highly flexible reporting capabilities. You can show clients how their portfolios are allocated and how they’re performing in easy-to-follow formats with just the right level of detail. Our solutions allow for a high degree of report customization, both in content and in appearance. And, in addition to client reporting, all Advent solutions enable you to generate reports for internal review and management decisions.

TOP THINGS TO KNOW

1
You can choose from a vast library of standard reports and customize their appearance to your firm’s brand.
2
You can also use our report creation tools or call on our report specialists to help create custom reports to address your firm’s or your clients’ unique requirements.
3
Our solutions automate and streamline the production of reports to speed up the period-end reporting cycle.
4
You can offer clients the option to view their reports online.

FEATURES YOU'LL NEED

Comprehensive library of standard reports
Customized reporting capabilities
Internal management reporting
Report packaging automation

MORE FEATURES

Held-away assets reporting
Batch and ad hoc report generation
Firm-branded reporting
Online reporting capabilities
Performance attribution reporting
Dashboards for summary information

FEATURED CLIENT STORY

Fieldpoint Private Bank & Trust

Joseph Larizza, Fieldpoint Private Bank & Trust, discusses how their clients expect the technology of a big firm, but the service of a boutique firm and with Black Diamond they are able to provide that.

MORE CLIENT STORIES


Lincluden Investment Management

Column Capital Wealth Management

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