Swiss private investment firm CdR Capital has selected Advent’s wealth management solution to increase operational efficiency and deliver superior service.
Additionally, CdR Capital has chosen Advent’s wealth management solution, Advent Portfolio Exchange, for portfolio management and client relationship management.
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Advent’s wealth management solution will support CdR Capital’s growth strategy going forward.
By using the APX solution, clients will be able to get the information they require quickly, with customizable dashboards, a vast report library, and robust custom reporting capabilities.
Advent said that APX will centralie all the portfolio, client, and prospect marketing data will into a single platform.
Steve Smith, Partner, CdR Capital, said: "We sought out a technology platform that would support our growth while allowing us to fulfill our commitment to providing best-in-class service to our clients. Advent’s extensive knowledge of the industry, comprehensive functionality, and strong commitment to the region were key reasons why we chose APX."
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By GlobalDataHakan Valberg, president of Advent Software EMEA, said: "We are delighted that CdR Capital has chosen Advent to support its business and join our growing client base in Switzerland. We look forward to working with CdR Capital and building a strong relationship as they grow their business in the coming years."
