Wright Family Office - Advent GLX and Advent Partner
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(0)Overview: WDW needed better reporting capabilities, and Advent has delivered. “We use mainly the time weighted reports, net of fees and gross of fees,” Ms. Lynn says. “We use the performance history by sector. I’ve also gone into Report Writer and created reports on my own to customize what we need. So I’m no longer pulling numbers from several different reports. It’s a click of the button and there’s the report.” The Axys/Partner combination makes it easier to keep family members informed and to respond to their requests quickly. “Every quarter we send out a report from Axys and Partner for each family member with charts and graphs that show how the assets are invested and illustrating the diversification. Having this technology is really helpful.”
