Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from established global institutions to small start-up practices – to grow their business and thrive. Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products, visit http://www.advent.com.
Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial... Read More
InteliClear is a flexible system designed specifically to meet a variety of needs for the Wall Street brokerage community. InteliClear was developed to provide an efficient trade processing lifecycle. Its architecture incorporates years of technology expertise and operations know-how making... Read More
InvestorPortaLPro™ is an investor portal used for reporting data and documents to investors of alternative investment asset managers. The product is hosted in the cloud as a software as a service (SaaS) used by investors to view, download, and share their information related to an investment in...
For over 800 asset managers, wealth managers and family offices around the world,the game-changing solution is Advent Portfolio Exchange® (APX), the first integrated portfolio management and client relationship management solution. And the first to span the entire enterprise—front, middle, and... Read more
Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. To achieve greatness your way, you need a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing, combined with outsourced daily... Read more
Geneva® covers the full spectrum of your business: front office decision support and portfolio management, middle office automation through trade capture and reconciliation, and full portfolio, fund and investor accounting and reporting. Geneva is designed to support complex alternative... Read more
A cloud-based technology platform makes your firm more agile and responsive, which translates to better client service. It’s a clear value-added differentiator in an increasingly competitive business. Read more
Technology has empowered the investment management industry to grow exponentially over the last 30 years. But with that growth has come enormous complexity—a proliferation of instruments, 24-hour trading, accelerated settlement cycles, worldwide variations in accounting standards, tighter and... Read more
In today’s more competitive environment with more and more financial services providers adopting a “wealth management” message, independent advisors are being challenged to continue to differentiate their offering. Leading firms, however, are embracing technology in their marketing and branding... Read more