Asset Management Advisors

The typical AMA client is here for the total wealth management experience,” says Desplaines. “If one of our clients is invested in four hedge funds, we will bring that information back into Axys and report to our clients holistically with all their other assets that we manage.

Asset Management Advisors

The typical AMA client is here for the total wealth management experience,” says Desplaines. “If one of our clients is invested in four hedge funds, we will bring that information back into Axys and report to our clients holistically with all their other assets that we manage.

Ryan Investment Management

The Advent Office Essentials bundled solution includes the industryleading Axys® portfolio accounting and reporting system, access to the Advent Custodial Data™ network of over 200 custodians, personalized implementation with a dedicated consultant, and a three-part online training course.

Plante & Moran Financial Advisors

Advent has continued to advance the tools that assist us in the consolidation process and now allow us to publish this information matches well with our long-term mission of being a wealth management firm.”The firm still needed a solution that could streamline and enhance its core wealth management activities: account consolidation and client communication.

Sterling Capital Management

“These solutions have freed up our staff to focus on higher-value activities,” adds Sawyer, “resulting in greater personal growth and job satisfaction.”

Eastbourne Capital Management

Eastbourne’s success is rooted in a business philosophy that fuses disciplined fundamental analysis with strategic tax management and a commitment to conservative growth.