Wealth manager signs with Advent to streamline back office

DALLAS – Symmetry Capital Advisors, an investment advisor with $125 million in assets under management focused on wealth management, has implemented Advent Software’s Advent Back Office Service (ABOS) hosted system for more efficient reporting, portfolio management and reconciliation capabilities.

The ABOS product provides Advent’s Axys portfolio management functionality via ASP, as well as outsourced data management and daily reconciliation services. The system targets managers wanting to focus

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Waters Wrap: The tough climb for startups

Anthony speaks with two seasoned technologists to better understand why startups have such a tough time getting banks and asset managers to sign on the dotted line.

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