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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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2011 AUG Compensation & Operations Survey Results by Advent Software, Inc. December 09, 2011 - Access this white paper for survey results that discuss asset and revenue growth in the financial industry.
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 Performance Measurement and Reporting: Understanding the Global Investment Performance Standards® by Advent Software, Inc. April 23, 2010 - Whether you are just starting a compliance program or need to fine-tune your existing process, this document will help you understand the steps involved in becoming GIPS compliant. It is not a substitute for the Standards themselves. It is designed to help you understand the value of compliance, what’s needed to achieve it, pitfalls to avoid.
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.
Compliance: The Five Red Flags - How Technology Can Mitigate Compliance Risks Across Your Workflow by Advent Software, Inc. March 08, 2010 - The challenge for Chief Compliance Officers is to understand the risks associated with each of these three drivers of compliance and how they can be mitigated. Read this paper to find out more.
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.
Dodd-Frank Impact on Front Office White Paper by Advent Software, Inc. December 05, 2011 - This paper identifies 5 key SEC alarms and explains how the right technology can support best practices to avoid triggering them. View now to explore critical issues including insider trading, books and records retention, service provider due diligence, and more.
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.
Social Media in Investment Management White Paper by Advent Software, Inc. December 05, 2011 - View this paper to explore compliance challenges of the top 4 social media outlets, best practices for developing a comprehensive social media policy and more.
The Top Five Corporate Actions of 2010 White Paper by Advent Software, Inc. December 07, 2011 - Accounting for corporate actions accurately is one of the biggest challenges for investment managers, with significant portfolio valuation, performance and tax implications for investors. And its only going to get more challenging due to reporting requirements and mounting activity. Learn how to get a handle on the 5 most common corporate actions.
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