Advent Corporate Actions

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

Get it right. Every time.

Few activities frustrate an operations team more than accounting accurately for corporate actions – mergers, acquisitions, spinoffs, ticker changes – that affect portfolio values. Advent Corporate Actions helps you get it right. ACA delivers reports on all corporate actions that affect your clients’ portfolios and provides your staff with reliable transaction instructions. And it’s backed by our team of knowledgeable corporate actions specialists, standing by to help your staff interpret complex tax opinions and processing requirements.

BUSINESS NEEDS ADDRESSED

1
Data
2
Portfolio accounting
3
Reporting

FEATURES YOU'LL NEED

Consolidated data from multiple vendors: Wolters Kluwer Capital Changes, Exchange Data International, Interactive Data, SIX Financial Information
Custom reports based on your holdings and link to a comprehensive securities database
Transactions for mandatory equities worldwide and ADR events, with automated fair market value, cash-in-lieu and cost basis updates
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

MORE FEATURES

Avoid researching corporate actions on your own
Reduce the risk of missing an action or getting inaccurate information
Streamline operations with automation
Process complex corporate actions with confidence
Save time and avoid frustration

FEATURED CLIENT STORY

Mairs and Power, Inc.

Asset management firm used to learn of corporate actions through a variety of channels but with Advent Corporate Actions the firm gets automatic notices of actions that affect its holdings.

MORE CLIENT STORIES


Disciplined Growth Investors

Piedmont Financial Trust Company

Featured White Paper

Corporate actions processing

ADDITIONAL RESOURCES

Advent Corporate Actions with APX Product Brief
Advent Corporate Actions with Axys Product Brief
Advent Corporate Actions with Geneva Product Brief

Next Steps

Want to know more about Advent Corporate Actions? Talk to one of our solution specialists. No sales pitch, just straight answers to help you make an informed decision.

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