The Advent Investment Suite is a comprehensive technology platform designed for asset and wealth managers worldwide. It offers an end-to-end solution that covers the entire investment management process, from portfolio construction and trade execution to reconciliation, accounting, performance analysis, and client reporting. The suite seamlessly integrates front, middle, and back office operations, enabling firms to manage portfolios at scale, streamline trade lifecycles, and ensure compliance.

Key Features

Integrated Platform

• Spans the entire investment management process
• Connects front, middle, and back offices seamlessly

Customizable Portfolio Management

• Enables management at scale
• Supports trade lifecycle management and compliance

Multi-Currency Capabilities

• True multi-currency accounting and reporting
• Supports expansion into global markets and new products

Data Access and Analysis

• Quick access to data for informed decision-making
• Tools for portfolio construction, modeling, and analytics

Streamlined Operations

• Automates processes end-to-end
• Ensures data consistency, accuracy, and integrity

Client Communication

• Customizable reporting capabilities
• Strengthens client relationships through improved communication

Benefits

Operational Efficiency

• Streamlines portfolio accounting and operations
• Reduces manual workarounds and improves accuracy

Scalability

• Supports growth into new markets and product lines
• Handles various asset types from a single platform

Improved Decision-Making

• Provides timely, comprehensive view of portfolios and strategies
• Enables more confident, informed business decisions

Enhanced Client Service

• Strengthens client communications with customizable reporting
• Supports expansion and development initiatives

Regulatory Compliance

• Ensures investment compliance for clients and regulators
• Supports GIPS compliance through composite management