The new offering brings together many Advent platforms including Portfolio Exchange (APX), Moxy, Advent Rules Manager, and Advent Revenue Center to support key workflows and data across the entire investment process.
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According to the company, the new platform will deliver new functionality for the front-, middle- and back-office of asset and wealth management firms.
Among the numerous enhancements are: a new user interface across the products; streamlined workflows to manage portfolios and groups; and tools to model and rebalance portfolios and trade securities.
In addition to dashboards that provide management insight across the firm, Advent also introduced new business intelligence capabilities which it claims will make it easier and faster for firms to identify and understand the sources of opportunity and growth within their businesses.
Commenting on the launch of the new platform, Anthony Sperling, senior vice president and general manager of Advent’s Asset Management Group, said this release of Advent’s platform for asset management is specifically designed to meet the most critical needs of business owners and decision-makers across the firm.
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By GlobalData"With powerful dashboards, and flexible, dynamic reporting capabilities, we help our clients achieve their firms’ growth strategies while providing greater transparency into portfolios, clients, and the firm’s business," Sperling added.
