Broadview Partners Goes for the Highest Standard with APX
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Overview: To satisfy the financial objectives and service requirements of the families that use them, multi-family offices must ensure they maintain the highest standards of business excellence. As a result, they have a reputation for placing high demands on the service providers they use to fulfil their duties. This is why Broadview Partners wanted an industry-leading technology partner to underpin its operations. “We have been using Advent since we launched in February 2006,” says Simon Smart, chief executive of Broadview Partners. “We wanted a proven system that would be able to handle multiple asset classes, including custom asset class assignments. In addition, quality of performance reporting was a big requirement.” Advent fit the bill.