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

Streamline fund operations

If funds are part of your product mix, you know that managing and selling them can be complex and time-consuming. Advent’s Tradex replaces manual procedures with a highly automated workflow all the way from order entry to settlement. With Tradex, you can manage high transaction volumes with less effort. Its flexibility enables you to launch and distribute funds more quickly. Bottom line: greater operational efficiency and better client service.


Fund order management and distribution


Order generation and automated routing for processing
Automatic aggregation of orders for specific funds into block orders, reducing the number of transactions to be executed
Automatic order notification to fund providers and administrators
Optional approval and trade compliance checking against client mandates
Choice of currencies for settlement
Automated share allocation and settlement
Automated calculation and tracking of sales commissions
Online self-service for clients


Eliminate tedious and error-prone manual processing
Manage larger trade volumes without adding staff
Protect investor security with rules and validations for stricter compliance
Tailor the solution to your business and operational model
Enable clients to manage their investments anytime, anywhere through online services


Pareto Asset Management

Leading asset manager in Norway has invested in Advent's technology since 1998, and is constantly expanding and improving their solution to support growth and realize more operational economies of scale and efficiencies.


There are no additional client stories based on your firm type selection.


Fund Order Management and Distribution

Tradex streamlines and simplifies fund operations for investment managers. By replacing manual procedures with automated workflows all the way from order entry through to settlement, you can increase efficiencies and grow your business. This flexible and highly scalable solution makes it easier for you to offer and manage funds, and improves the client experience through online self-service.


Tradex Product Brief
Tradex System Requirements 16.1

Next Steps

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

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