ADVERTISEMENT
 
Manage your search for products, compare companies, request product information and download industry-related research, for free - a must-have resource.

Advent Software

Address:
600 Townsend Street
San Francisco, CA 94103
Contact:

About Advent Software

Advent Portfolio Exchange is an end-to-end solution integrating all phases of the investment management process - CRM, portfolio management, performance analytics, accounting, reporting and marketing. Advent Portfolio Exchange enables superior client service by giving users the ability to:
• Store all the basic information about client contacts: name, title, firm, family information, addresses and phone numbers.
• Seamlessly click from the contact information into the portfolio information to view holdings, performance and other account data.
• Easily view a list of interested parties who share an interest in the same portfolios as a contact.
• Maintain current and historical activity records with information about scheduled or completed tasks and events and synchronize with MS Outlook - phone calls, appointments, research and more.
• View the details of each client's customized reports in period-end reporting packages.

Research By Advent Software

Toward Best Settlement: Improving Post-Trade Efficiency
Over the past several years, the trading world has evolved dramatically to meet the demands of an ever-increasing volume of trade with new trading arenas and more efficient execution processes. ...Read More
By: Advent Software | Published: 3/1/2010
Seven Steps to Multi-Prime Management
Uncover the seven steps necessary to make the transition from single-prime to multi-prime hedge fund management, and learn how to use these steps to increase the value of a fund.

There are two...Read More
By: Advent Software | Published: 3/1/2010
Going International: IFRS Compliance for Hedge Funds
Discover the differences between GAAP and IFRS reporting for hedge funds, and learn how to evaluate your financial management software to ensure that it meets the requirements of both...Read More
By: Advent Software | Published: 3/1/2010
Cutting Out the Fat: Responding to the GIPS moratorium on hypothetical cash for carve-outs
The use of carve-outs to highlight achievement is a common practice among investment management firms. A carve-out is essentially a selected portion of a larger portfolio that is removed for the...Read More
By: Advent Software | Published: 3/1/2010

Products by Advent Software

Available from: Advent Software
No two clients have the exact same requirements for ongoing support and services, yet all clients want more flexibility and choices. Advent® surveyed our clients and developed maintenance plans...Read More
Available from: Advent Software
Advent's Consulting Services Team works on-site to ensure a successful implementation of Advent products and to assist in achieving each firm’s business goals. Advent’s qualified personnel can assist...Read More
Available from: Advent Software
Real-time, accurate research is crucial to making timely and informed investment decisions. Tamale RMS brings together all of your most important proprietary research onto a central platform...Read More

News about Advent Software

01/06/2012
Advent Announces CEO Succession Plan
Advent Announces CEO Succession Plan
 
04/16/2009
Advent Achieves Certification under Prestigious Service Capability & Performance Standards for Fourt
Advent Achieves Certification under Prestigious Service Capability & Performance Standards for Fourt
 
04/16/2009
Independent Advisor Turns to Advent Software to Outsource Operations
Independent Advisor Turns to Advent Software to Outsource Operations
 
04/16/2009
Advent Software
Independant Advisor Turn to Advent Software to Meet Technology Needs

Trade shows Advent Software is attending:

TradeTech USA - March 06, 2012 through March 08, 2012

Clients of Advent Software:

  • Blue Oak
  • Calendonian Global Fund Services
  • JPMorgan Hedge Fund Services
  • Rigel Capital Management
  • Structural Wealth Management
  • Wasatch Advisors
ADVERTISEMENT