Advent Partner with World Investor Makes Stone Coast's Vision a Reality
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Overview: Advent Partner featuring World Investor also brings a new level of flexibility to its reporting capabilities, allowing for a variety of data views and efficient, on-demand customization. “We love the way that the item editor and the allocation codes can be mapped at different levels and can directly transpose onto a partner statement,” says John
Anderson, a Stone Coast account manager responsible for operations. “It gives us a lot of flexibility in responding to what different clients need. Some want to see everything as one line. Others want to see different looks and feels.
We can do that all with one template by simply adjusting the information.” Jason Glidden, also an account manager with operations responsibility at Stone Coast, noted that, “On top of that, with the SQL database, we can incorporate Advent Partner with Workflow Manager to implement a web delivery service in which we extract a file out of Advent Partner that has all the relevant information in it. It’s working really well for us on the standard reports and the customized reports, as well as the data extracts.”