Advent for Independent Advisors
Maximize Client Service with Personalized Reporting
Advent understands the unique business challenges associated with providing highly customized services to clients. We have been providing solutions to firms like yours since 1983. More than 2,000 independent financial advisors and 2,500 asset management firms rely on Advent everyday for reduced operating risk, improved client service, and increased productivity. We offer two solutions customized for independent advisors. Both solutions are based on Advent's industry-leading portfolio management software and accounting systems.
Advent® Back Office Service (ABOS)
Advisory practices of all types can leverage Advent's client centric portfolio management and reporting software in a fully outsourced business environment, including data management and custodial reconciliation services.
- Gain a competitive advantage by staying focused on your clients, not data and technology
- Control costs and risks without the investment and overhead of an onsite solution
- Rely on Advent experts to manage your data, run reconciliations, and resolve exceptions, with high quality, timeliness, and accuracy
Advent Office® Essentials Attain Powerful Advent Solutions at an Affordable Entry Price.
Advent Office® Essentials (AOE) is Advent's solution developed exclusively for growing investment advisors. The cost of industry-leading solutions has traditionally kept firms from investing in the most powerful and comprehensive solutions, forcing them to compromise on functionality and reliability in exchange for a low-cost solution. Advent® introduced AOE as a solution to that problem. For growing investment firms, AOE includes:
- Axys® -- Advent's portfolio management, reporting and accounting software
- A license of Axys®, pre-populated with firm's existing data and configured to its specifications
- Advent Custodial Data® -- a network of interfaces to more than 450 custodians, banks and broker-dealers
- Two custodial data interfaces included in AOE
- Services— Advent's highly skilled consulting and technical support teams
- Implementation by a certified Advent consultant
- Ongoing technical support including access to a client-only knowledge rich website