Wealth management & traditional investments

Make more informed investment decisions and increase efficiencies with a fully integrated solution, built around your workflows. Evolve your business with the Advent Investment Suite.


Stay competitive and adapt to what comes next

As markets and investor demands change, so must you.

With our modular end-to-end solution, you are covered. Reap the benefits of timely, accurate data, comprehensive reporting and automated workflows. Enhance productivity and seize new opportunities with broad asset class coverage and trading and settlement in any currency. And use our outsourcing services to simplify your operations, freeing you up to focus on client relationships and strategic growth.

An integrated solution covering the entire investment lifecycle

Client Engagement

Build and strengthen relationships with a unified digital experience right from the start, that engages your clients and empowers your advisors.

Fund Order Management

Ensure efficient fund order processing and distribution through automated workflows, so you can manage more clients and high volumes with less effort.

Portfolio Management & Trading

Empower your front office with a complete solution for portfolio construction, modeling, order creation, monitoring, rebalancing, analytics, trading and compliance.

Portfolio Accounting & Reporting

Integrate your portfolio management, accounting procedures, CRM and reporting – all in one solution.

Data Management

Count on accurate and timely market and portfolio data for your entire investment lifecycle, managed through a single source.

Workflow Management

Reduce operational risk with robust exception management and data governance workflows.

Enhance the client experience

Get closer to your clients with a digital transformation platform for client engagement, and a unified digital experience for investors and advisors alike. Onboard clients with ease, and let them manage their own investments as required. Deliver superior client service, from advisors and via self-service, and thrive on the engagement.

Automate fund order management

Accelerate your business and ease the burden of administration and regulatory compliance with technology designed to manage and distribute funds more efficiently. Replace manual procedures with a highly automated workflow, from order entry through to settlement.

Optimise portfolio management

Streamline processes and integrate them seamlessly into your trade lifecycle, so your front office can make investment decisions quickly and accurately. Access powerful analytics for deeper insights. Manage models, monitor portfolio drift, and rebalance portfolios quickly and easily through our true cloud solution for portfolio management.

Simplify accounting and reporting

Get instant insights into portfolios, positions and performance, and keep focused on what matters most with timely and accurate data. Streamline your operational workflows, and give your middle and back office the scalable technology they need to run your business more effectively.

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