Advent Makes Across-the-Board Upgrades

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Chris Momsen, Advent Software

San Francisco-based Advent Software has added functionality to its Geneva, Advent Portfolio Exchange (APX), Moxy, Advent Rules Manager, and Advent Revenue Center products.

Geneva, the portfolio management system for alternative investments, improved its capabilities for addressing regulations like Fatca and Aifmd.

APX and the Moxy order management system enhancements include better customer relationship management (CRM) workflow, greater flexibility in performance calculations, and improved multi-lingual reporting; improved fixed income trading workflows in Moxy, as well as additional trade entry compliance with added maker/checker controls; tighter integration of Advent Revenue Center with APX.

"When we made the strategic decision in 2012 to consolidate all of our core systems with Advent, one of the reasons was to reduce risk and that includes the risk of disruptions from system upgrades and compatibility," says Greg Kozlowski, COO of Seizert Capital Partners. "Since our seamless implementation was completed, we've found that Advent's simultaneous, multi-product update releases are efficient and easily applied with little to no disruption to our daily workflow."

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