Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from established global institutions to small start-up practices – to grow their business and thrive. Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products, visit http://www.advent.com.
Novantas is the industry leader in analytic advisory services and technology solutions for financial institutions. We create superior value for our clients through deep and insightful analysis of the information that drives the financial services industry — across pricing, product development,... Read More
CCG Catalyst Consulting Group is a bank consulting firm and a leading advisor on bank strategy, technology and operations. Our areas of expertize include: STRATEGY RELATED TO: Planning and Facilitation Business Plan Development Market Assessment De novo Banking Technology... Read More
Automated Financial Systems, Inc. (AFS) is the industry leader in the straight-through credit process and best practices management solutions for financial institutions. AFS® combines systems, expertise, and management information to benefit its clients through: increasing revenue while reducing...
For over 800 asset managers, wealth managers and family offices around the world,the game-changing solution is Advent Portfolio Exchange® (APX), the first integrated portfolio management and client relationship management solution. And the first to span the entire enterprise—front, middle, and... Read more
Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. To achieve greatness your way, you need a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing, combined with outsourced daily... Read more
Geneva® covers the full spectrum of your business: front office decision support and portfolio management, middle office automation through trade capture and reconciliation, and full portfolio, fund and investor accounting and reporting. Geneva is designed to support complex alternative... Read more
A cloud-based technology platform makes your firm more agile and responsive, which translates to better client service. It’s a clear value-added differentiator in an increasingly competitive business. Read more
Technology has empowered the investment management industry to grow exponentially over the last 30 years. But with that growth has come enormous complexity—a proliferation of instruments, 24-hour trading, accelerated settlement cycles, worldwide variations in accounting standards, tighter and... Read more
In today’s more competitive environment with more and more financial services providers adopting a “wealth management” message, independent advisors are being challenged to continue to differentiate their offering. Leading firms, however, are embracing technology in their marketing and branding... Read more
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