Advent updates platform for asset, wealth managers

Advent Software has announced the global launch of an update to its platform for asset and wealth managers.

Solutions affected by the update include Advent Portfolio Exchange, Moxy, Rules Manager, Revenue Center, General Ledger Exchange, Tradex, Corporate Actions and Custodial Data.

The upgrade is intended to provide improvements in areas such as use of dashboards, and links to third parties, such as accounting for private equity investments.

Pete Hess, president and CEO at Advent Software, said: “We are excited to introduce this release to the global market as these updates give asset and wealth managers a more comprehensive dashboard to see and manage their portfolios, reconcile accounts and increase the speed by which they can respond to changes in the market.”

“With regular updates to the platform we provide investment managers with the functionality they rely on from a partner to run their business from front to back office across departments. We are committed to developing and enhancing our solutions to help remove the boundaries between systems and information in order to help our clients thrive.”


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