The Solution

Integrate and streamline all aspects of the investment management process

In a complex and fast-paced trading environment, a seamless trade order management system is more important than ever. Moxy® is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement. Part of the powerful Advent Investment Suite and built on industry-standard technology, Moxy is easy to implement within a firm’s existing IT environment. And, as your AUM or trading volume grows, it has the scalability to deliver the performance you need.

Get a window into your firm’s trading operations with end-to-end transparency into your processes, all while meeting operational due diligence standards and demonstrating best practice to clients.

Moxy Screenshot 1

View it your way

Easily configure real-time views based on your firm’s trading workflow from creation to allocation, for flexible and efficient order management.

Moxy Screenshot 2

Trade with ease

Use configurable order creation tools to create trades for single portfolios or groups, built on basic or advanced strategies.

Why choose this solution

daily icon
Real-time views of trading data and cash positions
selection icon
Maker/checker functionality
integration icon
Ease of integration with Advent solutions and other third party platforms
currency icon
Multi-currency/multi-asset class coverage
exceptions rules icon
Support for preventive rule checking
Moxy is a great tool for us. It meets all of our needs. We can do allocation strategies, modeling, rebalancing, and tactical weighting. It helps us manage our restrictions for our clients. And from an operational standpoint, the ability to trade electronically and allocate electronically has been huge for us.

- Hoa Le, Managing Director, Operations and Technology
Williams Jones Investment Management


Complementary Solutions

Advent Genesis

Scale your business with a cloud-based portfolio construction and rebalancing solution.

Learn More
Advent Managed Services

With Advent Managed Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

Learn More
Advent Portfolio Exchange®

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

Learn More
Advent Rules Manager

Eliminate manual labor and improve accuracy with a comprehensive solution for pre- and post-trading compliance.

Learn More

Request a demo

Close the gap in your trading process. Learn why hundreds of asset and wealth managers globally use Moxy to connect to multiple trading custodians and trading venues.