Advent Revenue Center

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 bills out and payments in faster

Collect fees more quickly by getting accurate invoices out on time and tracking your revenue. Even if you have complex, customized fee schedules for different clients, Advent Revenue Center automates calculations and accelerates the production of invoices. Save hours or even days in the billing cycle compared to a homegrown, spreadsheet-based system. And get a clear view into your firm’s revenue stream for forecasting, planning and decision making.

BUSINESS NEEDS ADDRESSED

1
Revenue management
2
Billing
3
Reporting

FEATURES YOU'LL NEED

Easy-to-use rules template for setting up custom fee schedules
Automated fee calculation and invoice generation
Forecasting functionality using what-if scenarios to project future revenue
Automatic revenue-sharing calculations for payouts to third parties such as business development partners
Multicurrency invoicing capability
Easy integration and exchange of data with Advent portfolio management platforms

MORE FEATURES

Get bills out on time
Reduce the manual labor involved in invoicing
Ensure accuracy in billing
Avoid billing disputes that can damage client relationships
Put revenue in the bank faster to start earning interest
Budget and plan based on reliable revenue forecasts

FEATURED CLIENT STORY

A. Montag & Associates

RIA serving HMW clientele had been using an outdated Microsoft Outlook custom database and added Advent Portfolio Exchange, Moxy and Revenue Center.

MORE CLIENT STORIES


Stralem & Company, Inc.

Steinberg Global Asset Management, Ltd.

Featured White Paper

Revenue Management

ADDITIONAL RESOURCES

Advent Revenue Center Product Brief
Advent Revenue Center System Requirements 16.1

Advent Revenue Center

Billing and revenue management

Advent Revenue Center provides asset managers with a solution that automates complex billing processes, from fee creation to accounts-receivable management.

ADDITIONAL RESOURCES

Advent Revenue Center Product Brief
Advent Revenue Center System Requirements 16.1

Next Steps

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

Request a Live Demo

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