Girard Securities Improves Reporting and Client Service While Keeping Costs Down with Advent Portfolio Exchange through Advent OnDemand
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Overview: Mr. Foote was familiar with Advent from a past experience with another broker/dealer. “From my experience, I knew that Advent was the best in the industry for portfolio accounting,” he says. “Advent’s reporting tools and customization capabilities were what I was looking for. The flexibility was the main draw.” “From my experience, I knew that Advent was the best in the industry for portfolio accounting. Advent’s reporting tools and customization capabilities were what I was looking for.” Kevin Foote, Senior Director, Advisory Services Marketing CLIENT CASE STUDY advent.com Advent had recently released its enterprise portfolio management solution, Advent Portfolio Exchange, available in an outsourced environment. For firms that want advanced portfolio management capabilities while keeping a lid on IT overhead and staff requirements, APX through Advent OnDemand offers: Industry leading portfolio management and accounting capabilities. Operational best practices performed by Advent specialists including daily reconciliation and exception management. Industry standard performance measurement and analysis capabilities. The widest range of reporting options in the industry. Moreover, with the outsourced solution, Advent takes care of all system maintenance and upgrades, reducing the need for hardware and on-site IT support.