Heptagon Selects Advent Suite to Expand Business

London-based discretionary investment manager Heptagon Capital is live on Advent Software's wealth management platform supporting various portfolio management, client relationship management, and order management functions.

According to Advent, headquartered in San Francisco, Heptagon replaced an Odyssey Asset Management Systems'-provided platform with Advent's wealth management-focused offering.

Heptagon Capital, founded in July 2005 by former Morgan Stanley Executives, offers discretionary inv

To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: