Own Your Practice
Dear Investment Professional,
Whether you are looking to go independent or upgrade your technology platform, Advent Software is your one-stop technology shop.
With budgets tighter than ever, you can't justify investing in new technology without an immediate ROI. However, client service and sophisticated reporting is critical to building your independent business. Our Independent Advisor Information Kit highlights the range of cost-saving, productivity-enhancing tools available to you-from installed portfolio management software to turnkey outsourced solutions.
• When David Stalnaker founded Symmetry Capital, he wanted his operations to be streamlined. Today, Symmetry's AUM has grown from $25 million to approximately $125 million, but the staff size has not increased. The firm has outsourced
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Independent Advisor Information Kit
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data management and daily reconciliation to the Advent® Back Office Service (ABOS), which delivers the full accounting and reporting capabilities via an Internet browser. Mr. Stalnaker says, "We probably gain an extra week of professional time each month," he estimates. "That's another forty hours a month, easily, that we can use on the things we like to do, which means managing the portfolios, working with clients or talking to prospective clients."
Harold C. Brown & Co. Ltd.
• "We had several challenges," says Chief Operating Officer Maureen Maguire. "We had an expensive-to-update portfolio management system and had some issues with reporting. We had too many systems that were independent from each other, and it was difficult to coordinate and consolidate." Read how HCB decided on Advent Portfolio Exchange® (APX) and Moxy® for updating their operations.
Knightsbridge Asset Management, LLC
• "We needed better reporting for our clients-quick, easy-to-read reports, especially for those who are sensitive from a tax standpoint," explains Chad Neault, an analyst with the firm. After extensive due diligence on the alternatives, Knightsbridge implemented Moxy trade order management system and APX, the integrated portfolio management solution.
• Our industry-standard portfolio management software is leveraged by thousands of RIA firms to streamline operations and enhance client service with sophisticated reports.
Advent Back Office Service
• Advent Back Office Service (ABOS) lets firms take advantage of Advent's industry-leading portfolio accounting and reporting technology on an outsourced basis to get up and running fast. This demo features an overview of APX, the integrated CRM and portfolio management solution deployed through ABOS.
Registered Investment Advisors: The State of Technology and its Impact on Advisor Efficiency
• Learn how investment advisors are leveraging technology to improve operational efficiency and productivity in this 21-page Aite report.
Trust the Leader
More than 2,000 independent advisors rely on Advent technology everyday to streamline operations, reduce overhead, improve client service, and increase productivity. Shouldn't you? Download the Information Kit Now or call (800) 749-1078 for immediate questions.
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