Moxy® is an advanced trade order management system that integrates and streamlines all aspects of the investment management process. It offers a comprehensive solution for portfolio modeling, trade creation, execution, confirmation, allocation, and settlement. Designed to improve operational efficiency, Moxy provides a seamless workflow in complex and fast-paced trading environments. As part of the Advent Investment Suite, it is built on industry-standard technology, ensuring easy implementation and scalability as firms grow. Moxy offers end-to-end transparency into trading operations, helping firms meet due diligence standards and showcase best practices to clients.

Key Features

Seamless Workflow Moxy provides a continuous process from portfolio modeling to settlement.

• Integrates portfolio modeling, trade creation, execution, confirmation, allocation, and settlement
• Streamlines all aspects of the investment management process

Scalability and Performance The system adapts to growing business needs without compromising performance.

• Scales with increasing AUM or trading volume
• Delivers consistent performance as the firm expands

Transparency and Compliance Moxy offers clear visibility into trading operations and supports regulatory compliance.

• Provides end-to-end transparency into trading processes
• Helps meet operational due diligence standards
• Demonstrates best practices to clients

Benefits

Improved Operational Efficiency Moxy enhances the overall efficiency of trading operations.

• Streamlines workflow across the entire trading process
• Reduces manual errors and time-consuming tasks

Easy Implementation The system integrates smoothly with existing IT infrastructure.

• Built on industry-standard technology
• Designed for straightforward implementation within current IT environments

Enhanced Client Confidence Moxy helps firms maintain high standards and transparency.

• Demonstrates best practices in trading operations
• Supports compliance with industry standards and regulations