Klingenstein, Fields & Co. Selects Advent's Family of Products for Seamless Integration
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Overview: The decision to replace the core portfolio management system drove a wholesale change in Klingenstein’s operating platform, from a patchwork of systems to an integrated Advent suite comprised of: Advent Portfolio Exchange? (APX), the SQL-based enterprise portfolio management solution. Moxy?, Advent’s industry-leading trade order management system. Advent’s straight-through processing tools, notably Advent Custodial Data (ACD), which links APX with some 500 custodians, and REX,? which automates reconciliation and eliminates manual error-checking CLIENT CASE STUDY advent.com Advent Revenue Center, which imports data directly from APX to streamline billing and revenue management.
“The comprehensive, integrated approach of all the different modules made Advent very desirable,” Mr. Roberts says. “The fact that we could have cross-talk and communication between the different parts of the firm is exactly what we wanted.”