Single Event Type

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Web Seminars
Transaction Cost Analysis Through Advent’s Alliances with ITG and Ancerno (Client-only)
3/16/2010
10:30 AM PST
Website
Transaction Cost Analysis (TCA) is a key to evaluating trading performance, controlling trading costs, and making trading operations more efficient. During this one hour web seminar, Advent partners, ITG and Ancerno, will discuss: 1) TCA service overview. 2) Moxy integration to make critical information available for transaction research. 3) Why ITG and Ancerno are the leaders in providing these tools.
Post Trade Processing with Advent (Client Only)
3/18/2010
11:00 AM PST
Website
Join us for this 45 minute web seminar to learn the latest on post trade automation and improving straight through processing (STP) workflow.
The Advent & Thomson Reuters DataScope Alliance (Client only)
3/25/2010
8:30 AM AST
Website
Through Advent’s relationship with Thomson Reuters DataScope, Geneva users now have access to Thomson Reuters’s comprehensive, accurate global investment data. Register to learn more about Datascope.
Advent Portfolio Exchange (APX) Composite Management (Client only)
3/25/2010
1:00 PM PST
Website
APX users can now leverage a new composite management utility with additional composite reports. Join this web seminar for an overview and demo to learn how this new composite management solution helps you: 1) Automate the construction of composites based on your firm’s unique inclusion and exclusion criteria. 2) Eliminate tedious manual tasks associated with composite maintenance. 3) Reduce the time it takes to produce month or quarter end composite performance numbers. 4) Analyze composite performance and verify composite accuracy.

Tradeshows
CFA Wealth Management
When: 3/9/2010 to 3/10/2010
Where: Phoenix, AZ
Ascendant Compliance Conference
When: 3/12/2010
Where: Santa Monica, CA
Cutter Technology Alliance Meeting
When: 3/22/2010 to 3/23/2010
Where: Boston, MA
IA Spring Compliance Conference
When: 3/25/2010 to 3/26/2010
Where: Washington, DC
HFCare National Sponsor: Open Your Heart to the Children - San Francisco
When: 4/28/2010
Where: San Francisco, CA
CFA Institute Annual Conference
When: 5/16/2010 to 5/19/2010
Where: Boston, MA
Cutter Technology Council
When: 5/17/2010 to 5/18/2010
Where: New York, NY
TD Elite Advisor Summit
When: 6/7/2010 to 6/11/2010
Where: Laguna Beach, CA
Pershing INSITE
When: 6/9/2010 to 6/10/2010
Where: Hollywood, FL
SIFMA Financial Services Technology Expo
When: 6/22/2010 to 6/24/2010
Where: New York, NY
CFA GIPS Standards Annual Conference
When: 9/1/2010
Where: TBD
Schwab IMPACT
When: 10/26/2010 to 10/29/2010
Where: Boston, MA
NSCP Annual Conference
When: 11/1/2010 to 11/3/2010
Where: Baltimore, MD
CFA Equity Research and Valuation
When: 12/1/2010
Where: TBD

Conferences
When: 5/19/2010 to 5/21/2010
Where: Intercontinental Hotel in Vienna
From 19-21 May 2010, Advent EMEA will host its user conference at the Intercontinental Hotel in Vienna. Details to come...
When: 9/20/2010 to 9/22/2010
Where: Las Vegas, NV
Registration will be coming in early 2010.

Live Events
When: 3/11/2010 to 3/11/2010
Where: New York, NY
Please join Advent's executive leadership at Columbus Circle's beautiful Time Warner Center to network with your peers and learn more about what 2010 has in store for our industry and our products, including major releases of Advent Portfolio Exchange® (APX), Geneva®, Tamale® and Moxy®.
When: 3/16/2010 to 3/16/2010
Where: Boston, MA
When: 3/18/2010 to 3/18/2010
Where: Los Angeles, CA
Please join Advent's executive leadership at the beautiful SLS Hotel in Beverly Hills to network with your peers and learn more about what 2010 has in store for our industry and our products, including major releases of Advent Portfolio Exchange® (APX), Geneva®, Tamale® RMS, and Moxy®.
When: 3/24/2010 to 3/24/2010
Where: London, United Kingdom
Join us at HFM Weeks's Subscribers' Club thought-leadership briefing sponsored by Advent Software. HFM Week has gathered together a group of industry experts to lead a discussion on "Developments in Managed Accounts".
When: 3/25/2010 to 3/25/2010
Where: Chicago, IL
When: 3/25/2010 to 3/25/2010
Where: Geneva, Switzerland
Join us in a thought-leadership jointly held by Advent Software and Wealthbriefing.com. We have gathered together a group of industry experts and senior wealth management professionals to lead a discussion about whether private banks or independent asset managers offer the best model for wealth managers and their clients.
When: 4/26/2010 to 4/26/2010
Where: San Francisco, CA
When: 5/6/2010 to 5/6/2010
Where: Chicago, IL
When: 5/13/2010 to 5/13/2010
Where: Boston, MA
When: 5/19/2010 to 5/19/2010
Where: Minneapolis, MN
When: 6/10/2010 to 6/10/2010
Where: New York, NY
When: 8/31/2010 to 8/31/2010
Where: Charlotte, NC
When: 10/22/2010 to 10/22/2010
Where: Chicago, IL
When: 10/25/2010 to 10/25/2010
Where: Baltimore/Philly
When: 11/4/2010 to 11/4/2010
Where: Middleton, WI
When: 11/15/2010 to 11/15/2010
Where: Conference Call

Recorded Web Seminars
If new trading strategies or the entrance into new markets are placing a strain on your operations, it may be time to consider migrating to Geneva®, Advent’s leading portfolio accounting platform for hedge funds. Seminar length: 43 minutes
Learn how to better manage this environment using Geneva® Advantage, a universal interface management and reconciliation tool. Seminar length: 23 minutes
In today’s environment, effectively communicating with clients and solidifying client relationships is more important than ever. You must be able to access client data quickly and customize report packages based on client requests. Join us to learn how Advent Portfolio Exchange® (APX) provides integrated client relationship management (CRM) and automated reporting capabilities in a browser-based interface. Seminar length: 38 minutes
The ability to quickly rebalance single portfolios or groups against models is key in the trading process and can determine the overall impact to portfolio asset allocation strategies. In Moxy®, you can create models for rebalancing accounts, run a model session for account groups, and create a series of trades based on the model. Join us to learn more. Seminar length: 27 minutes
Advent Revenue Center® shortens the revenue collection process with automated invoicing, custom fee schedules, and efficient payment management. Join us to learn more. Seminar length: 38 minutes
Today's compliance challenges are arguably among the most complex issues firms face. With Advent Rules Manager®, you can make compliance an asset by demonstrating best practices to clients and prospects. Seminar length: 45 minutes
A portfolio accounting and reporting system is the operational cornerstone of every investment management firm. Advent’s Axys® delivers sophisticated portfolio management tools to help you manage your business. View this web seminar to learn more. Seminar length: 40 minutes
Once the trade has been executed and allocated, Advent offers several alternatives for communicating trade details to counterparties and service providers. These range from broker allocations using the industry standard FIX protocol to communication and matching tools for the confirm/affirm process. View this web seminar to hear the latest on post trade product enhancements to streamline your straight through processing (STP) workflow. Seminar length: 51 minutes
Join this web seminar with industry expert Denise Valentine of Aite Group. Denise will discuss how firms are increasingly adopting research management solutions (RMS) to automate their front offices and why RMS is becoming a competitive necessity. Seminar Length: 60 minutes
If you are considering a move to a multi-prime environment or evaluating your current infrastructure to improve efficiency and reduce operational costs, please join us for one hour to learn industry best practices from our guest speakers, Edward Hawthorne, a Partner, and Geoff Cole, a Principal Consultant from the capital markets consulting and technology firm, Capco. Mr. Hawthorne and Mr. Cole will discuss current market trends, important considerations, and leading practices for firms moving to a multi-prime platform and how to optimize your systems for greater efficiency. Capco is a leading global provider of integrated consulting, technology, and transformation services to the financial services industry. Seminar length: 39 minutes
Advent's Advisory Solution enables you to provide these same reports, just like the large firms, to scale your business and increase efficiencies. Join us to learn more. Seminar length: 13 minutes
You and your clients can benefit from an integrated technology platform that helps you manage relationships as well as portfolios to preserve and enhance family wealth across generations. We will share the benefits of Advent for Family Offices. Seminar length: 22 minutes
In today’s competitive world, find out why thousands of hedge fund investment professionals are choosing to adopt technology to manage more ideas, more effectively. Advent’s Tamale RMS® (Research Management Solution) allows you to focus where it counts -- on investing. Seminar Length: 45 minutes
Join us for this one-hour web seminar where industry specialists from Deloitte will provide their perspective on leading practices for both outsourced and self-administered funds. Seminar length: 53 minutes
Find out why hedge funds are increasingly migrating from Axys to Geneva. Join us for this one-hour web seminar to listen to real life testimonies by Trafelet Delta Funds and Ryan Associates, an experienced consulting firm who has engaged in over 20 Axys to Geneva implementations. Seminar length: 43 minutes
Advent Software, in partnership with Virtus Partners LLC, has developed a new interface for transmitting loan data directly into Geneva. This highly anticipated interface enables clients to automate loan data feeds without having to manually enter data or build integration to other systems. Seminar Length: 56 minutes
In today's challenging environment, it is more important than ever to increase efficiencies throughout your firm and respond to investor pressures and regulators. However, migrating to a superior platform that can help you achieve this can be a daunting task if you do not understand what is involved. In this session we explore what constitutes a successful migration. Seminar length: 30 mins.
The current environment and recent scandals underscore the value of due diligence to mitigate risk. Patricia Watters and Mason Snyder, Co-Founders of Catalina Partners, showcase industry best practices in due diligence to help you: understand the critical factors for due diligence success, explore the keys to risk management and mitigation, and leverage technology to improve due diligence effectiveness and efficiency. Seminar length: 57 minutes

All Events

Find Events

Web Seminars
Transaction Cost Analysis Through Advent’s Alliances with ITG and Ancerno (Client-only)
3/16/2010
10:30 AM PST
Website
Transaction Cost Analysis (TCA) is a key to evaluating trading performance, controlling trading costs, and making trading operations more efficient. During this one hour web seminar, Advent partners, ITG and Ancerno, will discuss: 1) TCA service overview. 2) Moxy integration to make critical information available for transaction research. 3) Why ITG and Ancerno are the leaders in providing these tools.
Post Trade Processing with Advent (Client Only)
3/18/2010
11:00 AM PST
Website
Join us for this 45 minute web seminar to learn the latest on post trade automation and improving straight through processing (STP) workflow.
The Advent & Thomson Reuters DataScope Alliance (Client only)
3/25/2010
8:30 AM AST
Website
Through Advent’s relationship with Thomson Reuters DataScope, Geneva users now have access to Thomson Reuters’s comprehensive, accurate global investment data. Register to learn more about Datascope.
Advent Portfolio Exchange (APX) Composite Management (Client only)
3/25/2010
1:00 PM PST
Website
APX users can now leverage a new composite management utility with additional composite reports. Join this web seminar for an overview and demo to learn how this new composite management solution helps you: 1) Automate the construction of composites based on your firm’s unique inclusion and exclusion criteria. 2) Eliminate tedious manual tasks associated with composite maintenance. 3) Reduce the time it takes to produce month or quarter end composite performance numbers. 4) Analyze composite performance and verify composite accuracy.

Tradeshows
CFA Wealth Management
When: 3/9/2010 to 3/10/2010
Where: Phoenix, AZ
Ascendant Compliance Conference
When: 3/12/2010
Where: Santa Monica, CA
Cutter Technology Alliance Meeting
When: 3/22/2010 to 3/23/2010
Where: Boston, MA
IA Spring Compliance Conference
When: 3/25/2010 to 3/26/2010
Where: Washington, DC
HFCare National Sponsor: Open Your Heart to the Children - San Francisco
When: 4/28/2010
Where: San Francisco, CA
CFA Institute Annual Conference
When: 5/16/2010 to 5/19/2010
Where: Boston, MA
Cutter Technology Council
When: 5/17/2010 to 5/18/2010
Where: New York, NY
TD Elite Advisor Summit
When: 6/7/2010 to 6/11/2010
Where: Laguna Beach, CA
Pershing INSITE
When: 6/9/2010 to 6/10/2010
Where: Hollywood, FL
SIFMA Financial Services Technology Expo
When: 6/22/2010 to 6/24/2010
Where: New York, NY
CFA GIPS Standards Annual Conference
When: 9/1/2010
Where: TBD
Schwab IMPACT
When: 10/26/2010 to 10/29/2010
Where: Boston, MA
NSCP Annual Conference
When: 11/1/2010 to 11/3/2010
Where: Baltimore, MD
CFA Equity Research and Valuation
When: 12/1/2010
Where: TBD

Conferences
When: 5/19/2010 to 5/21/2010
Where: Intercontinental Hotel in Vienna
From 19-21 May 2010, Advent EMEA will host its user conference at the Intercontinental Hotel in Vienna. Details to come...
When: 9/20/2010 to 9/22/2010
Where: Las Vegas, NV
Registration will be coming in early 2010.

Live Events
When: 3/11/2010 to 3/11/2010
Where: New York, NY
Please join Advent's executive leadership at Columbus Circle's beautiful Time Warner Center to network with your peers and learn more about what 2010 has in store for our industry and our products, including major releases of Advent Portfolio Exchange® (APX), Geneva®, Tamale® and Moxy®.
When: 3/16/2010 to 3/16/2010
Where: Boston, MA
When: 3/18/2010 to 3/18/2010
Where: Los Angeles, CA
Please join Advent's executive leadership at the beautiful SLS Hotel in Beverly Hills to network with your peers and learn more about what 2010 has in store for our industry and our products, including major releases of Advent Portfolio Exchange® (APX), Geneva®, Tamale® RMS, and Moxy®.
When: 3/24/2010 to 3/24/2010
Where: London, United Kingdom
Join us at HFM Weeks's Subscribers' Club thought-leadership briefing sponsored by Advent Software. HFM Week has gathered together a group of industry experts to lead a discussion on "Developments in Managed Accounts".
When: 3/25/2010 to 3/25/2010
Where: Chicago, IL
When: 3/25/2010 to 3/25/2010
Where: Geneva, Switzerland
Join us in a thought-leadership jointly held by Advent Software and Wealthbriefing.com. We have gathered together a group of industry experts and senior wealth management professionals to lead a discussion about whether private banks or independent asset managers offer the best model for wealth managers and their clients.
When: 4/26/2010 to 4/26/2010
Where: San Francisco, CA
When: 5/6/2010 to 5/6/2010
Where: Chicago, IL
When: 5/13/2010 to 5/13/2010
Where: Boston, MA
When: 5/19/2010 to 5/19/2010
Where: Minneapolis, MN
When: 6/10/2010 to 6/10/2010
Where: New York, NY
When: 8/31/2010 to 8/31/2010
Where: Charlotte, NC
When: 10/22/2010 to 10/22/2010
Where: Chicago, IL
When: 10/25/2010 to 10/25/2010
Where: Baltimore/Philly
When: 11/4/2010 to 11/4/2010
Where: Middleton, WI
When: 11/15/2010 to 11/15/2010
Where: Conference Call

Recorded Web Seminars
If new trading strategies or the entrance into new markets are placing a strain on your operations, it may be time to consider migrating to Geneva®, Advent’s leading portfolio accounting platform for hedge funds. Seminar length: 43 minutes
Learn how to better manage this environment using Geneva® Advantage, a universal interface management and reconciliation tool. Seminar length: 23 minutes
In today’s environment, effectively communicating with clients and solidifying client relationships is more important than ever. You must be able to access client data quickly and customize report packages based on client requests. Join us to learn how Advent Portfolio Exchange® (APX) provides integrated client relationship management (CRM) and automated reporting capabilities in a browser-based interface. Seminar length: 38 minutes
The ability to quickly rebalance single portfolios or groups against models is key in the trading process and can determine the overall impact to portfolio asset allocation strategies. In Moxy®, you can create models for rebalancing accounts, run a model session for account groups, and create a series of trades based on the model. Join us to learn more. Seminar length: 27 minutes
Advent Revenue Center® shortens the revenue collection process with automated invoicing, custom fee schedules, and efficient payment management. Join us to learn more. Seminar length: 38 minutes
Today's compliance challenges are arguably among the most complex issues firms face. With Advent Rules Manager®, you can make compliance an asset by demonstrating best practices to clients and prospects. Seminar length: 45 minutes
A portfolio accounting and reporting system is the operational cornerstone of every investment management firm. Advent’s Axys® delivers sophisticated portfolio management tools to help you manage your business. View this web seminar to learn more. Seminar length: 40 minutes
Once the trade has been executed and allocated, Advent offers several alternatives for communicating trade details to counterparties and service providers. These range from broker allocations using the industry standard FIX protocol to communication and matching tools for the confirm/affirm process. View this web seminar to hear the latest on post trade product enhancements to streamline your straight through processing (STP) workflow. Seminar length: 51 minutes
Join this web seminar with industry expert Denise Valentine of Aite Group. Denise will discuss how firms are increasingly adopting research management solutions (RMS) to automate their front offices and why RMS is becoming a competitive necessity. Seminar Length: 60 minutes
If you are considering a move to a multi-prime environment or evaluating your current infrastructure to improve efficiency and reduce operational costs, please join us for one hour to learn industry best practices from our guest speakers, Edward Hawthorne, a Partner, and Geoff Cole, a Principal Consultant from the capital markets consulting and technology firm, Capco. Mr. Hawthorne and Mr. Cole will discuss current market trends, important considerations, and leading practices for firms moving to a multi-prime platform and how to optimize your systems for greater efficiency. Capco is a leading global provider of integrated consulting, technology, and transformation services to the financial services industry. Seminar length: 39 minutes
Advent's Advisory Solution enables you to provide these same reports, just like the large firms, to scale your business and increase efficiencies. Join us to learn more. Seminar length: 13 minutes
You and your clients can benefit from an integrated technology platform that helps you manage relationships as well as portfolios to preserve and enhance family wealth across generations. We will share the benefits of Advent for Family Offices. Seminar length: 22 minutes
In today’s competitive world, find out why thousands of hedge fund investment professionals are choosing to adopt technology to manage more ideas, more effectively. Advent’s Tamale RMS® (Research Management Solution) allows you to focus where it counts -- on investing. Seminar Length: 45 minutes
Join us for this one-hour web seminar where industry specialists from Deloitte will provide their perspective on leading practices for both outsourced and self-administered funds. Seminar length: 53 minutes
Find out why hedge funds are increasingly migrating from Axys to Geneva. Join us for this one-hour web seminar to listen to real life testimonies by Trafelet Delta Funds and Ryan Associates, an experienced consulting firm who has engaged in over 20 Axys to Geneva implementations. Seminar length: 43 minutes
Advent Software, in partnership with Virtus Partners LLC, has developed a new interface for transmitting loan data directly into Geneva. This highly anticipated interface enables clients to automate loan data feeds without having to manually enter data or build integration to other systems. Seminar Length: 56 minutes
In today's challenging environment, it is more important than ever to increase efficiencies throughout your firm and respond to investor pressures and regulators. However, migrating to a superior platform that can help you achieve this can be a daunting task if you do not understand what is involved. In this session we explore what constitutes a successful migration. Seminar length: 30 mins.
The current environment and recent scandals underscore the value of due diligence to mitigate risk. Patricia Watters and Mason Snyder, Co-Founders of Catalina Partners, showcase industry best practices in due diligence to help you: understand the critical factors for due diligence success, explore the keys to risk management and mitigation, and leverage technology to improve due diligence effectiveness and efficiency. Seminar length: 57 minutes

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Case Studies

Case Studies
Asset Managers
AEW Capital Management, L.P.
North America   Europe, Middle East & Africa
Investment Advisor  -  $41 Billion AUM
Learn how this provider of real estate investment management services improves operational efficiencies and audit and compliance readiness using Advent Portfolio Exchange® (APX).
Alpha Fiduciary Generational Wealth Management
North America   Europe, Middle East & Africa
Asset Managers  -  $100 Million
"We outsourced and found a company to help us manage the technology so that if something goes down, I can just make a phone call and have the problem fixed. I can do that with Advent," says President Arthur Doglione. Read how Alpha Fiduciary uses Advent OnDemand to devote more time to building its business and less time managing technology and back office functions.
Anonymous
North America   Europe, Middle East & Africa
Asset Manager
With Tamale RMS, this asset manager can leverage information to help its analysts and portfolio managers better understand the commercial aspects of their decisions. It also helps the firm view, access, and act on its research across all offices in real time.
Avalon Advisors, LLC
North America   Europe, Middle East & Africa
Asset Management Firm  -  $3.3 Billion
Avalon Advisors migrated to Advent Revenue Center to enhance productivity, reduce billing time, and improve compliance and SEC review readiness.
Bill Few Associates
North America   Europe, Middle East & Africa
Broker Dealer  -  $1.2 Billion
Learn how Bill Few and Associates migrated to Advent Portfolio Exchange® (APX), the integrated portfolio management system that incorporates CRM and accounting, all on a single SQL database.
Boston Advisors, LLC
North America   Europe, Middle East & Africa
Asset Management Firm  -  $2.4 Billion AUM
Read how Advent Revenue Center™ has helped the Treasurer and his staff at Boston Advisors automate the billing process and simplify revenue analysis for investment managers.
Cantara (Switzerland) SA
North America   Europe, Middle East & Africa
Asset Management Firm  -  $32 Million
Advent’s solutions greatly improved operational efficiency, productivity and quality of management and customer reporting for this Swiss asset management firm.
Cornerstone Advisors, Inc.
North America   Europe, Middle East & Africa
Asset Management and Family Office Services  -  $2 Billion
APX plays a role in helping Cornerstone account for its wide array of investment products. Commented Jeff Huse, Cornerstone’s managing director for technology, “We extend the functionality of APX to a number of systems to facilitate automation of our pooled funds accounting, our fund-of-funds, and our proprietary private equity and real estate products.” The newest version of APX builds on the system’s integrated platform and scalability to deliver even greater power, flexibility and ease of use. Hear about how Cornerstone has been leveraging some of the new features and functions in version 3.0, including: Outlook email capture, advanced search capabilities, expanded access to derived data and new custom reporting framework.
Ferguson Wellman
North America   Europe, Middle East & Africa
Asset Manager Firm  -  $2.2 Billion AUM
Learn how Ferguson Wellman has developed trading and reconciliation efficiencies, leveraging a full range of Advent’s suite of portfolio accounting tools including Moxy® and Advent STP.
First Trust Advisors LP
North America   Europe, Middle East & Africa
Portfolio Management Firm  -  $22 billion
First Trust turned to Moxy® for its built-in modeling, execution and compliance capabilities, as well as its scalability to keep pace with the firm’s growing trade volume. First Trust also needed a solution that offered flexibility for a high degree of customization and integration to their particular workflow. In addition, First Trust has called on Advent to address a variety of challenges in its trading operations, including: setting up trade allocation notifications via FIX and accelerating order importing from proprietary/third party systems.
Fischer Francis Trees & Watts (FFTW)
North America   Europe, Middle East & Africa
Global Asset Manager Firm  -  $38 Billion AUM
Learn how this leader in international fixed income investment management chose Geneva® to consolidate their domestic and global portfolio accounting systems; creating accurate, real-time portfolio position data across their business while reducing operational risk and costs.
Jamison, Eaton & Wood
North America   Europe, Middle East & Africa
Asset Manager Firm  -  Approximately $750 million AUM
A key feature of Advent Revenue Center is the ability to create custom rules, including differing fee structures and having the new forecasting capability integrated with billing data in Advent Revenue Center saves significant time in comparison to separate spreadsheet calculations. Commented Lisa Bellando, Vice President-Administration, “The flexibility to put in all the different fee structures and reduce the manual production of bills is probably the number one advantage for us. We’ve cut the quarter-end billing process from two days to one, and the rolling billing cycles to half a day. I would say Advent Revenue Center cut our billing time in half." Continued Bellando, “It used to take us about a day to produce our monthly run-rate report because of all the different fee structures and relationships. With forecasting in Advent Revenue Center, it will probably take about an hour.”
Kensington Investment Group
North America   Europe, Middle East & Africa
Asset Management Firm  -  over $750 Million AUM
Find out how Kensington Investment Group transitioned from Axys® to Advent Portfolio Exchange® (APX), paving the way to greater integration between front office marketing, to back office operations and reporting.
Knightsbridge Asset Management LLC
North America   Europe, Middle East & Africa
Asset Management Firm  -  $950 Million
Knightsbridge needed a faster, more accurate and automated process for generating trades to execute its investment strategy, and turned to Moxy® for its proven reputation in the industry. Commented Chad Neault, Analyst, Knightsbridge Asset Management, “With Advent, we feel that we are able to implement our investment team’s decisions expediently and more accurately. Not only does Moxy® provide our firm’s staff with a streamlined trading solution, it has also enhanced our offering to clients and partners by dramatically improving time to trade.”
Knightsbridge Asset Management, LLC
North America   Europe, Middle East & Africa
Asset Management Firm  -  $733 Million
Learn how Advent Portfolio Exchange and Advent Moxy help this asset management firm increase efficiencies, streamline and automate reporting, consolidate client data, and improve compliance readiness.
Kovitz Investment Group, LLC
North America   Europe, Middle East & Africa
Asset Manager Firm  -  Approximately $925 million AUM
Read how Chicago-based KIG® implemented Advent Portfolio Exchange® (APX), allowing the firm to efficiently manage the increased number of client customization requests. Running on a SQL platform with an open architecture, APX enables KIG® to consolidate its data while providing the scalability for growth.
Lapides Asset Management LLC
North America   Europe, Middle East & Africa
Registered Investment Advisor  -  $267 Million
Lapides has noted a number of operational improvements since moving to APX, including: managing security masters, uploading transactions for reconciliation and superior reporting. Commented Jim Betz, Chief Operating and Compliance Officer, “An outsourced portfolio management solution, especially one as advanced as APX, has a great deal of appeal for a growing firm. It’s a web-based system, unlike our old system that resided on a server here. That gives us the ability to access the system from anyplace in the world—which is very helpful not only from the standpoint of client services but also for a disaster recovery program. Advent’s web-based version of APX has also reduced our operating costs, making us a much more efficient operation.”
Lincluden Investment Management
North America   Europe, Middle East & Africa
Asset Manager  -  $2 Billion
Not only has Advent Portfolio Exchange® (APX) helped Lincluden improve the quality of its reports, but also the efficiency of production and distribution. “The automation of reporting in APX saves us considerable staff time. Just in the regular monthly reporting that we pull together and deliver to clients, we’re probably saving one administrator one to two days of time,” says Vice President Lynn Eplett. Manager of Information Technology JoAnne Kekes adds, “APX brings a whole new level of automation to our operations, and has allowed us to free up a lot of our time to concentrate on more important things that the firm needs.”
Mairs and Power
North America   Europe, Middle East & Africa
Asset Manager  -  $4 Billion
Like many firms, Mairs and Power, managers of the Mairs and Power Growth and Balanced Funds, used to learn of corporate actions through a variety of channels—often by chance or after the market effective date. Since implementing Advent Corporate Actions, however, the firm gets automatic notices of actions that affect its holdings. This not only increases operational efficiency, it also reduces manual errors and risk. “With ACA, corporate actions are handled in a timely manner, reducing the time spent researching the action and making manual adjustments after the fact,” says Sharon Castle, Investment Operations Associate.
Munder Capital Management
North America   Europe, Middle East & Africa
Asset Manager  -  $21 Billion
When fixed income giant Munder Capital Management needed a new portfolio accounting system, they looked at several providers but decided to partner with Advent to enhance the fixed income capabilities of Advent Portfolio Exchange (APX). “Advent truly dug down into the weeds to understand what was needed, and how to develop the fixed income side of APX,” says Munder’s operations director Denise Adams. Now APX does everything that required two separate accounting and reporting systems before—faster and more accurately.
Newgate Capital
North America   Europe, Middle East & Africa
Asset Management Firm  -  $3 Billion AUM
In 2005, Newgate found itself rapidly outgrowing its portfolio management system. Read why they switched to Advent Portfolio Exchange® (APX) - Advent's leading edge portfolio management solution and the benefits they received from the implementation process.
NewSouth Capital Management, Inc.
North America   Europe, Middle East & Africa
Institutional Investment Advisor  -  $1.1 Billion AUM
Find out how Advent solutions help this firm gain a higher performance and higher productivity.
NewSouth Captial Management, Inc.
North America   Europe, Middle East & Africa
Institutional Investment Advisor  -  $1.1 Billion AUM
As someone who has seen APX evolve from its very beginnings—and played an integral role in its evolution—Andrew MacQueen, Vice President at NewSouth Capital Management, is well positioned to comment on the most recent enhancements in APX 3.0. “The functionality and what I call the ‘fit and finish’ of APX has gotten better and better with each version. It keeps getting more user friendly, it’s becoming sleeker and it’s doing more things. And that is clearly the efforts of the development team to keep refining and improving it. It’s solid progress on a lot of different fronts.” Enhancements to APX include: advanced search capabilities, easier-to-use user interface, two-way Microsoft Exchange synchronization and Outlook email capture, ability to set up recurring tasks and enhanced fixed-income reporting.
Northwater Capital Management
North America   Europe, Middle East & Africa
Institutional Asset Management Firm  -  $7.4 Billion AUM
Northwater Capital Management moved to Geneva to provide the scalability and robust instrument coverage needed to accommodate its rapidly growing asset management business.
Optimum Investment Advisors
North America   Europe, Middle East & Africa
Asset Management Firm  -  $1 Billion AUM
Find out how this firm utilizes Advent products to gain efficiency in the Straight Through Process.
Osborne Partners
North America   Europe, Middle East & Africa
Asset Management Firm  -  over $850 Million AUM
Learn how long-time Axys® user, Osborne Partners successfully implemented Advent Portfolio Exchange® (APX) for their growing firm, allowing them to improve access to client data without adding overhead.
Private Capital Management
North America   Europe, Middle East & Africa
Asset Manager  -  $3 Billion
After a thorough review, Private Capital Management (PCM) converted from its existing trading system to Advent’s trading and compliance suite. “Our goal was to find a new system where those processes that previously took place outside of the order management system could take place directly within the system with the least amount of user intervention, and we achieved that objective with Moxy®. With Advent Rules Manager®, we now have the automated compliance support that we needed and much more...” said Information Technology Director Pedro Rolon. PCM also saw the logic of having a single provider for its core investment technology platform.
Rigel Capital Management
North America   Europe, Middle East & Africa
Asset Management Firm  -  over $2 Billion AUM
Learn how Rigel Capital Management leverages Advent's suite of portfolio management tools to develop an efficient accounting, trading and reconciliation workflow.
River Road Asset Management, LLC
North America   Europe, Middle East & Africa
Institutional Investment Management Firm  -  $2.8 Billion
River Road migrated from Axys to Advent Portfolio Exchange (APX) to take advantage of APX's enhanced reporting functionality and scalability. Learn how the firm benefits from a high level of integration and the ability to produce high-quality, customized reports.
SEB Asset Management
North America   Europe, Middle East & Africa
Asset Management Firm  -  $85 Billion
Danish investment firm experienced 500% increase in productivity and 80% reduction in administration support by using Advent’s solutions for investment managers.
Steinberg Global Asset Management, Ltd.
North America   Europe, Middle East & Africa
Investment Advisor  -  $450 Million
Since implementing Advent Revenue Center, Steinberg has realized a number of measurable benefits, including: significant time savings, reduction in errors, customization to client requirements, ease of training, and visibility of receivables. Steinberg has also begun using a capability built into the most current version of Advent Revenue Center: revenue forecasting and revenue sharing. Commented Lisa Marsden, Chief Compliance Officer and Operations Manager, “The major benefit of Advent Revenue Center is a lot more accuracy. We don’t have to do things manually. These days, keeping clients happy is the bottom line. Everybody is doing whatever they can to retain or bring in clients. Advent Revenue Center benefits the clients as well as the firm.”
Stralem & Company, Inc.
North America   Europe, Middle East & Africa
Asset Management Firm  -  $2.2 Billion
An in-house analytics capability is increasingly essential in today’s environment, believes Jeremie Sebban, Performance Analyst at Stralem. “I think an easy-to-use analytics product, updated on a daily basis, really helps the portfolio manager have a keen and fresh idea of what’s going on and a better understanding of the short-term drivers. The main advantage of Advent’s analytics product is that it’s integrated into APX. So instead of having to import data from one system into another, I already have all the information ready. There are no bugs, no translation errors, or other issues that may arise when you translate files from one system to another. It saves me a lot of time and headaches not having to deal with those data issues.”
Strand Kapitalförvaltning
North America   Europe, Middle East & Africa
Asset management firm  -  $300 Million
Read about how this firm manages five times as many portfolios as when it started and has significantly grown assets under management using Advent software.
Tortoise Capital Advisors LLC
North America   Europe, Middle East & Africa
Asset Manager  -  $2.5 billion
After looking at a variety of options, Tortoise implemented Moxy OMS and modules, including the FIX network connection. Moxy has built-in connections to 20 algorithm providers, enabling firms to do all their algorithmic trading through a single platform. Commented Kenneth Malvey, a Managing Director and one of Tortoise’s founders, “One of the greatest benefits of Moxy was that we were able to consolidate ultimately all of our trading platforms onto the OMS. Now, we can do literally all of our trading through Moxy, and that has several significant benefits. For one, our traders need to know only one system versus using multiple platforms that are all configured differently, where there’s a greater likelihood of mistakes. In addition, With all the algorithms on one platform, one person can work 20 or 30 orders at a time. Before, each trader could effectively work five to ten.”
UMB
North America   Europe, Middle East & Africa
Asset Manager  -  $10.5 Billion
A longtime user of Advent technology, UMB added Advent Rules Manager® to automate the tedious, time-consuming process of monitoring compliance. “Now, it’s just a matter of clicking a few buttons.”
Veritas Asset Management
North America   Europe, Middle East & Africa
Asset Manager  -  £2.5 Billion
Read how Veritas Asset Management utilized Advent Portfolio Exchange and Moxy to broaden their reach.
W.H. Reaves and Co.
North America   Europe, Middle East & Africa
Investment Management Company
Learn how W.H. Reaves uses an integrated Advent Suite to streamline trading and reconciliation, to achieve single vendor product compatibility and accountability, and to support its growing business without adding additional staff.
Wasatch Advisors
North America   Europe, Middle East & Africa
Asset Management Firm  -  $7.8 Billion AUM
Find out how Wasatch Advisor uses integrated Advent solutions to manage growth, risk, and the delivery of superior client service.
Weitz Funds
North America   Europe, Middle East & Africa
Asset Management Firm  -  $2 Billion
Mutual fund company Weitz Funds needed to be more effective in organizing and sharing the information it gathered on companies—and more efficient in managing the research process itself. “We were looking for a way to organize all our fundamental research so that portfolio managers could easily see what the analysts were working on and understand their thinking,” explains Weitz CFO Ken Stoll. And Advent’s Tamale RMS offered the firm exactly what it was looking for.
Wisconsin Capital Management, LLC
North America   Europe, Middle East & Africa
Investment Management Firm  -  $600 Million
Learn how this early adopter of Advent Rules Manager is streamlining compliance internally, improving accuracy, and showing clients and prospects that it is following best practices in compliance.
Family Offices
Belfer Management, LLC
North America   Europe, Middle East & Africa
Family Offices
Learn how this single family-office uses Advent to meet their unique needs for daily reconciliation and flexible reporting.
GlobalView Investments SA
North America   Europe, Middle East & Africa
Multi-Family Office  -  $500 Million AUM
With Advent Portfolio Exchange® (APX), GlobalView can offer clients great flexibility in the way they view data, gain an accurate pircutre of clients' consolidated exposure across multiple banks, and accommodate rapid growth of assets and clients.
Piedmont Financial Trust Company
North America   Europe, Middle East & Africa
Family Office
To further drive efficiency, Piedmont employs a full complement of Advent straight through processing products, including: Advent Custodial Data, Advent Corporate Actions, Rex and DTCC Interface. The combination of APX and Advent’s STP solutions has helped Piedmont master the challenges of a large single family office. It has also helped position the firm to expand its offering should it decide to in the future. Commented Edward Wright, Senior Manager and Trust Officer, “If we were to become a multi-family office, Advent products would play a larger role in the organization. The Advent platform really gives us a high level of operational efficiency. And it provides us with the leverage to handle a significantly higher number of accounts than we do currently—with the same staff or just a minimal increase.”
Single Family Office
North America   Europe, Middle East & Africa
Family Offices  -  $300 million
See how Advent Office reduces cost by $100K and prep time for reports by 95% percent.
The Broyhill Family Office
North America   Europe, Middle East & Africa
Independent Investment Management Firm  -  $300 Million
Read about how this firm uses Advent Portfolio Exchange® through Advent OnDemand to outsource their back office and free up time to focus on more value-added activities such as account maintenance and reconciliation.
WDW Management Services LLC
North America   Europe, Middle East & Africa
Family Office
This family office leverages Advent’s industry-leading integrated suite of Axys, GLX and Advent Partner to optimize operational efficiency and ensure quality client service. Commented Angela Lynn, Accounting Manager, “We’ve had so many benefits, really. The time savings, the reporting of the time-weighted returns, the accuracy—we have a lot of things that we’re tracking here, and Advent technology keeps us on track.” Lynn adds, “Being able to export data through GLX from Axys and Advent Partner is big for us. It saves hours. It’s wonderful.”
Fund Administrators
Admiral Administration Ltd.
North America   Europe, Middle East & Africa
Global Hedge Fund Administrator  -  $46 Billion
Learn how this global hedge fund administrator uses Geneva® to extend its service offering and market its services to larger and more complex funds.
Caledonian Global Fund Services
North America   Europe, Middle East & Africa
Fund Administrator  -  $13 Billion AUM
Read about how this firm uses Geneva to handle the complexities of managing global hedge funds on 24x7 basis. With Geneva, Caledonian can allow for comprehensive instrument coverage and true multicurrency processing while streamlining reconciliation between fund managers and their brokers.
Fulcrum
North America   Europe, Middle East & Africa
Global Hedge Fund Administrator
Read about how this global hedge fund administrator migrated to Geneva to support the firm's growth strategies, provide comprehensive instrument coverage, expand P&L reporting capabilities, and improve client service.
LaCrosse Global Fund Services
North America   Europe, Middle East & Africa
Hedge fund service provider and administrator  -  $20 Billion
Learn about this firm's use of Geneva to support its global operations, to enhance its credibility with prospective clients, and to expand its business to become a full-service fund administrator.
MadisonGrey
North America   Europe, Middle East & Africa
Alternative Fund Administrator
An alternative fund administrator converted its accounts from Axys to Geneva to accommodate rapid growth and increased complexity, and to automate most of its connections with counterparties.
Quintillion Ltd.
North America   Europe, Middle East & Africa
Full Service Hedge Fund Administrator  -  $4.5 Billion
Read how this full service hedge fund administrator uses Advent Geneva® and Workflow Manager to integrate with other applications and external data sources, and increase automation and efficiency.
Stone Coast Fund Services
North America   Europe, Middle East & Africa
Fund Administrator  -  $5.5 Billion
Stone Coast, a full service fund administrator and operations consultant, upgraded to Advent Partner featuring World Investor to deliver the highest quality service for complex funds, both onshore and offshore. Principal Marc Keffer notes,"We certainly think we receive significant value. It's been an excellent return on investment."
Hedge Funds
Adelphi Capital LLP
North America   Europe, Middle East & Africa
Hedge Fund  -  $70 Million
London based hedge fund manager made significant improvements to operational efficiency reducing process times by up to 60% on daily basis using Advent technology.
Anonymous
North America   Europe, Middle East & Africa
Hedge Fund
Tamale RMS helps this hedge fund integrate its U.K. and U.S. operations and facilitates the research process, making it much easier to gather, manage, and access information.
AWM Investment Co.
North America   Europe, Middle East & Africa
Hedge Fund  -  $1.3 Billion AUM
Find out how this New York based Hedge Fund implemented Advent’s Trade Order Management system, Moxy®. Moxy automated their manual trading, simplified end of-day allocations and allowed the firm to do pre- and post-trade compliance checks.
Bascom Hill Partners, LLC
North America   Europe, Middle East & Africa
Hedge Fund  -  $210 Million AUM
Bascom Hill Partners, a start-up hedge fund with $210M AUM, needed an investment platform with strong reporting capabilities that could easily integrate with third-party data sources and service providers. They also needed a solution that would be easy to implement, cost-efficient and have operations up-and-running in under a month. Bascom Hill chose Geneva Essentials, a low-cost solution designed specifically for start-up hedge funds, implemented through the new, fixed-price QuickStart Implementation. Bascom Hill successfully launched their investment platform in under three weeks, at a fraction of the standard implementation costs.
Global Hedge Fund
North America   Europe, Middle East & Africa
Global Hedge Fund  -  $80 Million
Learn how a leading global hedge fund transitioned from Axys® to Geneva® after it grew from $80m in assets in 2000 to approximately $3.5 billion in international equity funds. This implementation dramatically reduced the firm’s costs and operational risk, while improving the workflow between the front and back offices.
Ironwood Capital Management
North America   Europe, Middle East & Africa
Fund of Funds  -  Multi-billion
Ironwood, a fund of funds manager, implemented Tamale RMS to more easily categorize and store information collected over 13 years. The firm has realized time and labor savings and benefits from enhanced decision making.
Independent Advisors
Atwill Financial Consulting Group, LLC
North America   Europe, Middle East & Africa
Registered Investment Advisor  -  $12.5 Million
Commented Charlie Atwill, Managing Member, AFCG. “After doing some research, Advent OnDemand made a lot of sense. Advent is a company that has been around and has a strong reputation. In addition to the outsourcing advantages, the performance of Advent’s accounting and reporting solution itself was another attraction.” Continued Atwill, “For anyone launching an independent advisory practice, getting the right portfolio accounting and reporting system is critical. Make an informed decision on the type of technology you’re adopting. If you make the wrong choice, it’s very expensive to convert and it takes your eye off the ball, particularly in terms of client and investment management. You want to be doing what’s productive and producing revenue.”
Blue Oak Capital LLC
North America   Europe, Middle East & Africa
Investment Advisory Firm  -  $150 Million AUM
Learn how this firm uses Advent OnDemand to enhance client service without increasing overhead.
Disciplined Growth Investors
North America   Europe, Middle East & Africa
Registered Investment Advisor  -  $1.4B
A previous user of Advent’s Axys for portfolio accounting and Qube for CRM, Disciplined Growth Investors (DGI) seemed a logical candidate for Advent Portfolio Exchange. In 2009, Advent made several significant enhancements to APX, including noteworthy improvements to the CRM component. DGI was one of the first firms to get a preview of the new functionality and the reviews are excellent. Having reached the limits of its previous systems, DGI has just begun to realize the full potential of APX. Or, as DGI puts it, “What was the ceiling in Axys and Qube is now the floor in APX.”
Fenimore
North America   Europe, Middle East & Africa
Investment Adviser  -  $1 Billion
Find out how this independent advisory firm uses Advent Rules Manager to save time, automate trading processes, and demonstrate a culture of compliance to regulators, clients, and prospects.
Garrison Capital Management, LLC
North America   Europe, Middle East & Africa
Investment Adviser  -  $50 Million
See how Garrison is offering exceptional reporting capabilities with the help of Advent solutions.
Girard Securities
North America   Europe, Middle East & Africa
Dually registered broker/dealer and RIA  -  $804 Million
To sustain its commitment to delivering superior client service, Girard Securities, a family-owned, full-service broker/dealer, turned to Advent OnDemand when it needed more flexibility than its previous back-office system could offer. Commented Kevin Foote, Senior Director Advisory Services Marketing, “Advent OnDemand combines the functionality of the industry’s leading portfolio management system with the flexibility, convenience and cost-effectiveness of an outsourced solution; Advent takes care of all system maintenance and upgrades, reducing the need for hardware and on-site IT support and freeing us to focus on core capabilities.”
Harold C. Brown & Co. LLC
North America   Europe, Middle East & Africa
Independent Registered Investment Advisor and Broker-Dealer  -  $900 Million
Read about how this firm uses Advent technology to unify its operations and integrate its trading, portfolio management, and reporting functions to maintain high quality customer service.
Kinderhook Partners
North America   Europe, Middle East & Africa
Investment Partnership
Learn how independent investment advisor Kinderhook Partners leverages Advent’s Tamale RMS technology to enhance the usability of its vast research database and make better informed investment decisions.
McGinley Capital Managment, LLC
North America   Europe, Middle East & Africa
Investment Adviser  -  $15 Million
Starting your own investment advisory business? See how this one-person, fee-based RIA firm is using Axys® for all his portfolio management and reporting needs.
Patten and Patten, Inc.
North America   Europe, Middle East & Africa
Investment Adviser  -  $1 Billion
Learn how this firm uses Advent Portfolio Exchange® (APX) to integrate all phases of the investment management process from portfolio management to client relationship management.
PG Capital Management, LLC
North America   Europe, Middle East & Africa
Investment Advisory Firm
PG Capital Management leverages Advent portfolio management software through Fidelity to generate custom reports for clients and to enhance client service.
Rayner Associates
North America   Europe, Middle East & Africa
Investment Advisor  -  $315 Million
Read how Advent solutions help this firm achieve straight-through-processing.
Reed Conner & Birdwell LLC
North America   Europe, Middle East & Africa
Registered Independent Advisor  -  $1.5 Billion
At a time when many firms are looking to reduce costs and increase efficiencies, account reconciliation is an area that is often overlooked. Advent Custodial Data (ACD) has helped Reed Conner & Birdwell streamline its reconciliation process significantly by saving time, providing comprehensive custodial coverage, improving accuracy and improving productivity. Commented Daniele Beasley, Partner, Chief Operating Officer and Chief Compliance Officer, “Just off the top, ACD saves three hours a day of somebody in operations going to get the custodial files and navigating through that process. And the ability to automate so many mundane tasks has saved us a lot of time. That by far is what makes this product superior.”
Ryan Investment Management
North America   Europe, Middle East & Africa
Investment Management Firm  -  $35 Million
This firm sees tremendous results using low-priced bundled solution, Advent Office Essentials® (AOE).
Symmetry Capital
North America   Europe, Middle East & Africa
Investment Management Firm  -  $125 Million
See how the founder and CEO of Symmetry Capital uses Advent OnDemand to perform data management and daily reconciliation on an outsourced basis to maximize client service.
Wislar Wealth Management, LLC
North America   Europe, Middle East & Africa
Registered Independent Advisor  -  $50 Million
An advisor contemplating independence has a lot to think about and a lot of planning to do. Choosing the right technology platform is high on the list. George Wislar, President and CEO, has three key pieces of advice: Go with a proven solution, look for the seal of approval and don’t get stuck with a single-product vendor. Advent’s outsourced Advent Portfolio Exchange (APX) solution frees Mr. Wislar to focus on serving clients instead of serving technology, enabling him to reap the rewards of independence and enjoy the “happiest life” that he believes in. “I have absolutely no regrets,” he says. “Just be very aware of what you’re getting into.”
Prime Brokers
CIBC World Markets
North America   Europe, Middle East & Africa
Prime Brokerage Group of Investment Bank
Discover how Geneva's scalability and ability to adapt to increasingly complex strategies helps this prime brokerage group market to prospects, service large to small funds, and gain a competitive edge.
Fidelity Prime Services
North America   Europe, Middle East & Africa
Prime Broker
Read how this prime broker migrated to Advent Geneva to access real-time portfolio data, enhance reporting capabilities, and create electronic linkages with clients and their other service providers.
Wealth Managers and Private Client Service Providers
Bank Oyens & Van Eeghen
North America   Europe, Middle East & Africa
Private Bank  -  €900 million
When Bank Oyens & Van Eeghen started in 2002 it wanted to partner with a flexible software provider with a proven suite of functionally rich platforms that could meet the expectations of its sophisticated clientele. The firm turned to Advent Software and its best-in-class Moxy trade order management and Axys portfolio management, reporting, and accounting systems. And having subsequently enjoyed a period of rapid growth—including a doubling of assets under management last year, thanks in part to a number of big client wins— the firm wanted to enhance its systems environment to support its ongoing expansion plans. As a result, it upgraded from Axys to Advent Portfolio Exchange. The scalability that APX and Moxy offer will be integral to helping Bank Oyens & Van Eeghen achieve its continued expansion.
Caprinco
North America   Europe, Middle East & Africa
Independent asset management  -  €300 million
Since launching in 1977, Geneva-based Caprinco has become one of Europe’s most innovative independent asset managers. The firm has long relied on Advent technology—most recently upgrading to Advent Portfolio Exchange (APX), Advent’s next generation portfolio management solution. “Because of the efficiencies APX provides to our staff, it allows them to concentrate on other tasks and focus more on servicing our clients’ needs,” says General Manager Hector Martinez-Zurbuchen. In fact, Caprinco was so pleased it chose Advent technology for another wealth management firm it acquired last year.
Credit Europe Bank (Suisse) SA
North America   Europe, Middle East & Africa
Wealth Management Firm  -  $500 Million
Swiss private bank increased operational efficiency by 100% and significantly improved customer service using Advent’s solutions.
First American Bank
North America   Europe, Middle East & Africa
Wealth Management Group  -  $1 Billion
Learn how First American Bank manages complex workflow with Advent.
Klingenstein, Fields & Co., L.L.C.
North America   Europe, Middle East & Africa
Wealth Management Firm  -  $3+ Billion
Klingenstein was looking to replace its current platform, which included CheckFree APL and other systems. The firm turned to Advent for its robust automated and integrated technology platform. The decision to replace the firm’s core portfolio management system drove a wholesale change in Klingenstein’s operating platform, from a patchwork of systems to an integrated Advent suite comprised of: Advent Portfolio Exchange, Moxy, Advent Custodial Data, Rex and Advent Revenue Center. Commented Jonathan Roberts, Senior Vice President and Chief Compliance Officer, “The comprehensive, integrated approach of Advent’s product suite made them very desirable, and having a complete straight-through-processing loop has produced unprecedented time savings and dramatic efficiency gains across the business.”
Parsec
North America   Europe, Middle East & Africa
Wealth Management Group  -  $900 Million
Learn how Parsec Financial implemented Advent Revenue Center to integrate with Axys, automate billing processes, and reduce chances of error.
Plante & Moran
North America   Europe, Middle East & Africa
Wealth Management Group  -  $1.5 Billion
Learn how Plante & Moran reap a wealth of benefits with Advent solutions.
Silver Bridge Advisors
North America   Europe, Middle East & Africa
Wealth Management Boutique  -  $1.4 Billion
Read about how Silver Bridge migrated to Advent Portfolio Exchange (APX) to offer its clients more comprehensive reporting at a lower cost and in less time. The firm's clients benefit from more transparency into their performance data.
Spar Nord Bank
North America   Europe, Middle East & Africa
Wealth Management Group  -  $1.5 Billion
Danish bank utilized Advent’s exceptional scalability without increasing operational costs to provide a superior service to their clients.
Spears Abacus Advisors LLC
North America   Europe, Middle East & Africa
Registered Investment Advisor  -  $850 million
Spears Abacus was experiencing growing demand from clients for more in-depth descriptions of portfolio performance, so the firm turned to APX for its built-in performance analytics. Commented Robert Raich, President of Abacus, “We had more and more clients who were requesting analytics. APX’s performance analytics have received a very positive client response because we can identify exactly what is driving a particular client’s performance. When you look at an attribution report, it becomes very obvious where either sector or industry selection did or did not contribute. It really shines a spotlight on the benefits of tracking differences against the benchmark.”
Staalbankiers
North America   Europe, Middle East & Africa
Wealth Management Group  -  $6.7 Billion
Dutch private bank experienced 50% reduction time for report generation, increased risk management capabilities with sophisticated pre-compliance using Advent’s solutions.
Taaleritehdas Oy
North America   Europe, Middle East & Africa
Private Bank  -  €700 million
This new Finnish private bank leverages Advent’s state-of-the-art portfolio management and trading technology to support its rapid growth. “We opted for Advent Portfolio Exchange (APX) because it links seamlessly with Moxy, and we saw how useful it would be to have the reporting side communicate with the asset management side,” says Taaleritehdas co-founder and EVP Karri Haaparinne.

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AEW Capital Management, LP
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Artisan Funds
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BB&T Asset Management, Inc.
Bill Few Financial Group
Blue Oak
Boston Advisors, LLC
Brown Capital Management, Inc.
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Connor, Clark & Lunn Investment Mgmt. Ltd.
Cortina Asset Management, LLC
Ferguson Wellman
Fifth Third Asset Management
Freedom Capital Management, LLC
Harris Bretall Sullivan & Smith, LLC
Jamison, Eaton & Wood
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M.D. Sass Investors Services, Inc.
McKinley Capital Management, LLC.
Montag & Caldwell, Inc.
Munder Capital Management
Navellier & Associates Inc.
New York Life Investment Management LLC
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Numeric Investors LLC
Oak Associates, Ltd.
Optimum Investment Advisors
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R.M. Davis, Inc.
Reich & Tang Asset Management, LP
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HSBC—The Bank of Bermuda Limited
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PNC Global Investment Servicing
Trident Trust Company
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AQR Capital Management LLC
Citigroup Alternative Investments LLC
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ING Global Investment Strategies LLC
Paloma Partners
Tennenbaum & Company
UBS O'Connor
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Alban Investment Management, LLC
Asset & Retirement Investment Associates, LLC
DeRoy & Devereaux Private Investment Council, Inc.
Felder & Company, LLC
Fenimore Asset Management
Garrison Capital Management, LLC
Inspire Capital Management, LLC
Karmikel Investments
New Harbor Investment Management, LLC
Patten and Patten, Inc
Plante & Moran Financial Advisors
Rayner Associates
Ryan Investment Management, Inc.
Schroeder Capital Management, LLC
Stavis, Margolis Advisory Services, Inc.
Symmetry Capital
YQA Capital Management, LLC
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Citigroup Global Markets
Credit Suisse First Boston LLC
Deutsche Bank Securities
Goldman Sachs GSS
JP Morgan Prime Services
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Bank of Illinois
Bank of New York
Beacon Trust
Brown Investment Advisory & Trust Company
First American Bank
Glenmede Trust Company
LaSalle Bank, N.A.
Midwest Trust Company
Nelson, Benson & Zellmer, Inc
Northern Trust Bank of Florida
Pacific Century Trust
Parsec
Sentinel Trust Company, LBA
Synovus Trust Company
United Nebraska Bank
Wells Capital Management Inc.
Whittier Trust Companies
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Alena, Belgium
Allianz Dresdner Asset Management, Greece
Beltone Asset Management, Egypt
BPI Suisse, Switzerland
Cantara (Switzerland), Switzerland
Caprinco Gestion, Switzerland
Catella Fondförvaltning, Sweden
Charlemagne Capital, UK
Credo Capital, UK
EFG Hermes, Egypt
Egerton Capital, UK
Fidessa Asset Management, Luxembourg
Fleming Asset Management, Botswana
GlobalView Investments, Switzerland
IBS Vermogensbeheer, Netherlands
IVV Vermogensopbouw, Netherlands
Jyske Bank, Denmark
Optimix Vermogensbeheer, Netherlands
Pareto Forvaltning, Norway
SEB Asset Management, Denmark
SEB Asset Management, Norway
Shuaa Capital, United Arab Emirates
Statens Pensjonskasse, Norway
Strand Kapitalförvaltning AB, Sweden
Taaleritehdas, Finland
TrustPartners, Netherlands
UBS Gestion, Spain
Wealth Management Group, Bahrain
Wijs & van Oostveen, Netherlands
Family Offices
BroadView Partners, UK
Fund Administrators
Caledonian Global Fund Services, UK
Fortis Fund Services, Netherlands
Globeop Financial Services, UK
HSBC Securities Services, Ireland
JPMorgan Hedge Fund Services, UK
Quintillion, Ireland
RBC Dexia Investor Services Bank, Luxembourg
Trident Trust Company, UK
Vistra Fund Services, Luxembourg
Hedge Funds
Aspect Capital Ltd, UK
IKOS Partners, UK
ZAN Partners, UK
Prime Brokers
Goldman Sachs Prime Brokerage, UK
JP Morgan Prime Services, UK
Rand Merchant Bank, South Africa
Wealth Managers / PCS
Ahli United Bank, Bahrain
Alpha Bank, Greece
Banque Bonhôte & Cie SA, Switzerland
Banque Pictet & Cie, Switzerland
Credit Europe Bank (Suisse) SA, Switzerland
Diorasis Capital Management, Switzerland
HSBC Guyerzeller Bank AG, Switzerland
Oyens & Van Eeghen, Netherlands
Wealth Management Partners, Netherlands

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BankIllinois Trust and Investments
Available
BankPlus
Unavailable
Banque Pictet & Cie (Switzerland)
Available
Bar Harbor
Available
Barclays Stockbrokers
Available
Barclays Wealth Americas
Available
Barriger & Barriger
Available
BB&T
Available
BCS Brokerage, Inc.
Available
BDFS Corporation
Available
Beacon Trust
Available
Bear Stearns
Available
Bear Stearns Funds
Available
Behringer Harvard Funds
Available
Belmont Trust Company
Available
Benjamin Securities Inc.
Available
Bernard Herold & Co., Inc.
Available
Berthel Fisher & Company
Available
Bessemer Trust
Available
Best of America Advisory Services
Available
Beta Capital Management
Available
BHK Securities, LLC
Available
Birkelbach Investment Services
Available
Bishop Rosen & Company Inc.
Available
Blackhawk State Bank
Available
BlackRock Funds
Available
Block Capital Management
Available
BNY Mellon Wealth Management
Available
BNY Western Company
Available
BOE Securities Inc.
Available
Boenning & Scattergod Inc.
Available
BONY Global
Available
Borel Private Bank & Trust
Available
Boston Private
Available
Boys, Arnold Trust
Available
Brean Murray & Co.
Available
Bridges Investment Counsel
Available
Brighton Securities Corporation
Available
Brinker Capital Financial
Available
Broadway National Bank
Available
Brokerage Services Inc.
Available
Brown Advisory Securities, LLC
Available
Brown Brothers Harriman
Available
Brown Investments
Available
Bryn Mawr Trust Company
Available
Burke, Lawton, Brewer & Burke
Available
Burnham Asset Management - Burnham Securities
Available
Butlet Wick & Company Inc.
Available
C. E. Gaye & Sons Securities, LTD
Available
Calvert Funds
Available
Cambridge Appleton Trust
Available
Cambridge Investment Research, Inc.
Available
Canaccord Capital Corporation
Available
Canterbury Consulting Incorporated
Available
Cantone Research, Inc.
Available
CapFinancial Partners LLC
Available
Capital Bank
Available
Capital Financial Group
Available
Capital One, N.A.
Available
Capital Securities of America
Available
Carolinas Investment Consulting
Available
Carthage Group Inc.
Available
Cary Street Partners, LLC
Available
Cattle National Bank
Available
Centaurus Financial
Available
Centennial Funds
Available
Centennial Securities Company Inc.
Available
Central Bank & Trust Company
Available
Central National Bank
Available
Centura Securities
Available
Charles Schwab
Available
Charles Schwab-Trust
Available
Charlotte/SunGard AutoTrust
Available
Cherokee National Trust
Available
Chesapeake Investment Group
Available
Chester Haarris & Company Inc.
Available
Chevy Chase
Available
Choate, Hall, and Stewart
Available
Christiana
Available
Christopher Street Financial, Inc.
Available
Christopher Weil and Company, Inc.
Available
Citi Prime Finance
Available
Citigroup Private Bank
Available
Citigroup Smith Barney
Available
Citizens Bank & Trust
Available
Citizens Bank Rhode Island
Available
City National
Available
City Securities Corporation
Available
CNL
Available
Coastal Equities Inc.
Available
Coconut Grove Bank
Available
Coconut Grove Bank (Miami Florida)
Available
Coker & Palmer
Available
Cole Capital REIT
Available
College Choice 529 Invest Plan
Available
Colonial Bank
Available
Columbia 529 Plan
Available
Columbia Funds
Available
Columbia Future Scholar 529 ColSavPl
Available
Columbia NY 529 Advisor Plan
Available
Comerica Trust
Available
Commerce Trust Company
Available
Compass Bank
Available
Computer Research, Inc.
Available
Consultiva International Inc.
Available
Coordinated Capital/Coltrane
Available
Cornerstone Core Prop REIT INC
Available
Country Club Trust
Available
Countybank
Available
Credit Suisse Funds
Available
Credit Suisse Prime Broker
Available
Cresap Inc.
Available
CSFB Direct Institutional
Available
Culver Financial Management
Available
Curran Advisory Services
Available
Cutter & Company Inc.
Available
D.M. Kelly & Company
Available
DA Davidson
Available
Dale K. Ehrhart Inc.
Available
Daugherty Cole, Inc
Available
David A. Noyes & Company
Available
David Chapin
Available
Davidson Capital
Available
Davis Funds
Available
Day Pitney, LLC.
Available
Delaware Investments
Available
Delaware Retirement Plans
Available
Delta Trust Investments Inc.
Available
Denmark Investment Services
Available
Deutsche Bank Alex Brown
Available
Deutsche Bank Prime
Available
Deutsche Bank Private Banking
Available
DireXion Funds
Available
Diversified Securities
Available
Dividend Capital Trust
Available
Dodge & Cox Funds
Available
Domini Funds
Available
Dorsey & Company Inc.
Available
Dorsey & Whitney
Available
Dougherty & Co.
Available
Dreyfus
Available
DST II
Available
Dunham & Associates
Available
Dunham Funds
Available
DWS Scudder
Available
E*Trade
Available
E. K. Riley
Available
Eaton Vance Funds
Available
Edvest / Tomorrow Scholar 529
Available
Elephant Express
Available
Emerald Funds
Available
Empire Financial Group
Available
Empiric Funds Inc
Available
Encore Trust Company
Available
Enterprise Bank
Available
Enterprise Bank & Trust
Available
Enterprise/AXA Enterprise Fund
Available
Equitable Addvisors Inc.
Available
Equitas America
Available
Eric J. Kramer Co.
Available
EverBank
Available
Evercore Wealth Management LLC
Available
Evergreen Funds
Available
Family Capital Fiduciary
Available
Federated Services Corp
Available
Feil Daily Investments
Available
Ferris Baker Watts
Available
Fidelity Advisor Funds
Available
Fidelity Advisor Offshore Fund
Available
Fidelity Destiny Contractuals
Available
Fidelity Investments: FILI Annuity Insurance Policy and Charitable Gift Fund
Available
Fidelity Investments: FITSCo Retirement
Available
Fidelity Investments: Institutional Brokerage
Available
Fidelity Investments: Trust
Available
Fiduciary Partners
Available
Fiduciary Trust Company International, New York
Available
Fiduciary Trust Company, Boston
Available
Fifth Third Bank
Available
Fifth Third Funds
Available
Fig Partners
Available
FineMark National Bank & Trust
Available
First American
Available
First American Bank
Available
First American Funds
Available
First American Trust
Available
First Bank
Available
First Citizens Bank and Trust Company
Available
First Citizens Financial Plus Inc.
Available
First Clearing Corp. / First Union Securities
Available
First Clearing, LLC
Available
First Command Bank
Available
First Dallas Securities Inc.
Available
First Eagle Funds
Available
First Federal Bank of Wyoming
Available
First Foundation Bank
Available
First Merit
Available
First Midwest Bank
Available
First Midwest Securities
Available
First National Bank of Omaha
Available
First Nebraska Trust
Available
First Pioneer Holding
Available
First Private Bank & Trust
Available
First Republic Securities
Available
First Republic Trust Company
Available
First Security Financial Advisors
Available
First Southwest Bank
Available
First St. Louis Securities
Available
First Tennessee
Available
First Trust Portfolios L.P.
Available
First United Bank and Trust
Available
First Western Securities Inc.
Available
Flex Funds
Available
Folger Nolan Fleming Douglas Inc.
Available
FOLIOfn
Available
Foothill Securities
Available
Fordham Financial Management
Available
Forum Securities
Available
Franklin Street Trust
Available
Franklin Templeton 529 College Savings
Available
Franklin/Templeton Funds
Available
Friedman, Billings, Ramsey
Available
Frontier Bank
Available
Frost Bank
Available
FSC Securities
Available
Fund*X Upgrader Funds
Available
Gabelli & Company Inc.
Available
Gage-Wiley & Company Inc.
Available
GBS Financial Corp.
Available
GE Funds
Available
Genessee Valley Trust
Available
Genworth
Available
Genworth Financial
Available
Genworth Financial Asset Mgmt
Available
Gilford Securities Inc.
Available
Glenmede Trust
Available
Global Financial Services
Available
Goldis Financial
Available
Goldman Sachs
Available
Goldman Sachs Execution and Clearing
Available
Goldman Sachs Prime Broker
Available
Goldman Sachs Private Wealth Management
Available
Great American Advisors
Available
Great American Financial Resources
Available
Great Pacific Securities
Available
Great Western Bank
Available
Greater Community Financial, LLC
Available
Grubb & Ellis Public Programs (TRIPA)
Available
Grubb & Ellis Realty Investors LLC (TRPLE)
Available
Guardian Life Insurance Company
Available
Guardian Trust Company
Available
Hale and Dorr
Available
Hancock Bank
Unavailable
Harbor Funds
Available
Harleysville Bank
Available
Harris N.A.
Available
Hartford Life
Available
Hartford Mutual Funds
Available
Haverford Trust Securities
Available
Healthcare Trust of America
Available
Hefren Tillotson
Available
Heidtke & Company
Available
Hemenway & Barnes LLP
Available
Hennon & Walsh Inc.
Available
Herbert J. Sims & Co.
Available
HFI Securities Inc.
Available
Highland Funds
Available
Highmark Funds
Available
Hilliard Lyons
Available
Hines REIT
Available
Hollencrest Capital Management
Available
Home Federal Bank of Tennessee
Available
Home National Bank
Available
Home State Bank
Available
Horwitz & Associates, Inc.
Available
Howe Barnes Hoefer & Arnett Inc.
Available
HSBC
Available
Hudson Valley Bank
Available
Huntington National Bank
Available
Huntleigh Securities Corporation
Available
IBT
Unavailable
ICON Funds
Available
Independence Trust
Available
ING Funds
Available
ING Variable Annuities
Available
Inland Real Estate Investment Trust
Available
Integrity Companies
Available
Interactive Brokers LLC
Available
Invesco Aim
Available
Investment Trust Company
Available
Investors Capital Corp.
Available
Investors Independent Trust Company
Available
Iowa Advisor 529 Plan
Available
Irwin Union Bank
Available
IVA Funds (DFR/IA
Available
IXIS Advisor Funds
Available
J.B. Hanauer & Company
Available
J.J.B. Hilliard, W.L. Lyons Inc.
Available
Jackson Funds
Available
Jackson National Life Insurance Company
Available
Jackson Securities
Available
Janney Montgomery Scott
Available
Janus Adviser Class A, C, R, & S
Available
Janus Aspen Funds
Available
Janus Retail Funds
Available
Jefferies & Company, Inc.
Available
Jefferson National Life Insurance Co.
Available
JennisonDryden Strategic Partners SIRA
Available
Jesup & Lamont Securities
Available
Jesup & Lamont Securities
Available
John Hancock Freedom 529
Available
John Hancock Funds
Available
John Hancock Life Ins Co
Available
Johnson Trust
Available
JP Morgan Chase Trust
Available
JP Morgan Funds
Available
JP Morgan Worldwide Securities
Available
JPMorgan PCS
Unavailable
JPMorgan Private Funds
Available
Kaplan & Co.
Available
KBC Financial Products
Available
KBS Real Estate Trust
Available
Keating Partners L.P.
Available
Kelmoore Funds
Available
Kemper Investors-Scudder
Available
Kensington Mutual Funds
Available
Kercheville & Company, Inc.
Available
Key Bank
Available
KMS Financial Services
Available
Kramer Securities
Available
L.P. Littlewoord & Associates
Available
Lafayette Investments
Available
Laird Norton Trust Company
Available
LaSalle Bank
Available
Laurel Trust Company
Available
Lazard Funds
Available
Leerink, Swann, & Company
Available
Legent
Available
Legg Mason Funds
Available
Legg Mason Partners
Available
Leonard & Company
Available
Lieblong Associates
Available
Lighthouse Community Bank
Available
Lincoln Benefit Life VA & VUL
Available
Lincoln Financial Group
Available
Lincoln Trust Company
Available
Lockwood
Available
Longleaf Partners
Available
Lord Abbett & Co
Available
LPL Financial Manager Select Program
Available
M & T
Available
M&I Trust Company
Available
M. Griffith, Inc.
Available
M.A. Berman
Available
M.R. Beal & Company
Available
Macatawa Bank
Available
Madison Mosaic Funds
Available
Maine Bank & Trust
Available
Mainstay
Available
Managed Account Services, LLC
Available
Managers Funds
Available
Managers Funds - Managers Choice
Available
Mariner Investment Group
Available
Marquette
Available
Marshall Funds
Available
Mass Mutual Variable Annuity
Available
Matrix Capital Group, Inc.
Available
Matthews Asian Funds
Available
MB Financial Bank, N.A.
Available
McClurg Capital Corporation
Available
McConnell, Budd & Romano
Available
Mellin Securities Inc.
Available
Mellon Institutional Trust
Available
MEMBERS Mutual Funds
Available
Merrill Lynch Managed Solutions
Available
Merrill Lynch Money Manager Services
Available
Merrill Lynch Prime Broker
Available
Mesirow Financial
Available
MetLife Investors
Available
MetLife of Connecticut
Available
Metropolitan Funds
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