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

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe

You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to Waterstechnology? View our subscription options

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 individual account here