The Proven Solution from a Trusted Source
Advent for Family Offices is the industry's first fully integrated enterprise solution designed to meet the specialized investment management and reporting requirements of single-family and multi-family offices. More than 250 family offices around the world, managing assets from $50 million to $5 billion, leverage Advent's reliable and proven investment management tools. The solution includes the following integrated modules:

Maximize Client Service with Personalized Reporting
More than 450 automated custodian data interfaces allow firms to deliver reconciled reports to their clients the day after month-end and increase employee productivity every day. Customized reports can be easily created without the involvement of valuable IT resources, thus reducing costs and increasing client satisfaction. Once the reports have been created, Advent for Family Offices' powerful, integrated CRM and report management capabilities automate collation and production of reporting packets.