The platform will deliver portfolio, client relationship and trade order management.
Signia Wealth selected Advent’s platform for asset management when it had decided to move from their legacy system in order to deliver better client service while improving operational efficiency.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Advent Software is a provider of software and services for the global investment management industry, while Signia Wealth caters to HNW individuals, and has GBP2 billion in assets under supervision.
Signia Wealth was established in March 2010 as an alternative to the traditional wealth management model and since launch the firm has gained over GBP2 billion in assets under supervision.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
