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| Independent Advisors |
| Solutions for Independent Advisors |
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Please click on the description that best describes your firm.
If you:
- Require an enterprise application
- Need a single platform encompassing portfolio, CRM, and report automation and customization tools
- Prefer a SQL relational database
- Service high net worth, institutional, and private client business
- Require an extensive library of reports, including CFA Institute (GIPS) performance
- Leverage a Microsoft infrastructure
Then click here for the Advent Portfolio Exchange® platform
If you:
- Require a state-of-the-art portfolio optimization decision support system
- Need to introduce efficiency and transparency in your portfolio engineering process
- Need to take into account multiple investment constraints and compliance requirements
- Require that the end user participates actively in the investment decision process by introducing his personal preferences
- Want to compare the performance of constructed portfolios to existing benchmarks
Then click here for the iOptima platform
If you:
- Require a comprehensive solution for trading compliance and portfolio monitoring
- Need to turn your manual policies and procedures into automated processes
- Want to efficiently manage diverse requirements from clients and regulators while reducing risk
- Want to go beyond the fundamentals and manage your clients’ complex restrictions, implement the proactive controls demanded by local Authorities, and provide your chief compliance officer with better tools to monitor trading and allocations
Then click here for Rules Manager® platform
If you:
- Seek a reliable solution for managing and distributing funds
- Seek a solution to standardize and automate the processes of funds distribution, and making unlimited types of funds and their associated orders available to clients advisors, agents, and end clients
- Want to provide a superior service to your clients with a much faster order execution process
- Prefer a dynamic implementation of internal routing and controls
- Manage a wide range of different funds and products
- Want to eliminate keying time and transaction error rates
Then click here for Tradex® platform.
If you:
- Want to minimize operating risk with the seamless integration of your Advent portfolio management solution with any accounting system
- Need a friendly and sophisticated system of translating business transactions into journal transactions
- Want to avoid increased costs, reporting errors or losing data
- Require tracking and translation of Unrealized Gain and Losses
- Need an easy automation of workflow, resulting in increased profitability
Then click here for GLX® platform.
If you:
- Want to get the right information, instantly
- Want to automate and free up time to focus on what matters
- Need to stay in synch and collaborate like never before
- Work from anywhere
- Seek a solution to bolster Investor confidence
Then click here for Tamale RMS® platform
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