Advent for Wealth Managers and Private Client Service Providers
The Proven Solution from a Trusted Source
Advent® for Wealth Managers and Private Client Service Providers is a comprehensive solution designed to meet the specialized investment management needs of both private client services and wealth management organizations. More than 200 firms have leveraged the capabilities of Advent's reliable and proven software and can attest to the improved service and enhanced efficiency they have achieved.
Advent® for Wealth Management and Private Client Service Providers is a fully integrated enterprise solution which includes the following integrated software modules:
- Wealth management reporting
- Performance measurement and analytics
- Portfolio monitoring & trading compliance
- Integrated client relationship management
- Trading & order management
- Automated custodial data
- Fee and revenue management
- Research management
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 Wealth Managers and Private Client Service Providers' powerful, integrated CRM and report management capabilities automate collation and production of quarterly reporting packets.