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Overview: Advent Software®, (www.advent.com), a global firm, has provided trusted solutions to the world's leading financial professionals since 1983. Firms in 60 countries use Advent technology and manage investments totaling nearly US $18 trillion.
KnowledgeStorm's detailed company reports contain important information including: stock symbols, company size, addresses, and more. You may access this additional information about this company by viewing one of the detailed solution reports or research abstracts listed below.
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Solutions offered by Advent Software, Inc.
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Research offered by Advent Software, Inc
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Advent Portfolio Exchange Demo by Advent Software, Inc. July 2008 - Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.
Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors by Advent Software, Inc. January 2006 - In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.
Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc. July 2008 - This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.
Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc. January 01, 2009 - This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.
Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc. July 01, 2009 - This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options.
Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc. January 05, 2009 - This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.
Research Management Solutions: Bringing the Benefits of Automation to the Front Office by Advent Software, Inc. December 31, 2008 - How does a firm or fund manager assess his/her research management
needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions.
Rise of Dark Pools and Rebirth of ECNs: Death to Exchanges? by Advent Software, Inc. September 03, 2007 - This Impact Report examines some of the key trends within the U.S. ATS market, and provides clear categorizations of some of the platforms vying for market share. This Impact Report also provides U.S. equities market share estimates and future projections.
SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc. August 2008 - This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.
The Buyside and the Three Phase Evolution of Electronic Trading by Advent Software, Inc. December 26, 2006 - The objective of this paper is to present the buyside with a framework
in which to understand the changes in the U.S. trading market, to offer a vision for the trading platforms that will support this new world and to explain why the future belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers.
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