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Overview: Advent Software®, (www.advent.com), a global firm, has provided trusted solutions to the world's leading financial professionals since 1983. Firms in 60 countries use Advent technology and manage investments totaling nearly US $18 trillion.
KnowledgeStorm's detailed company reports contain important information including: stock symbols, company size, addresses, and more. You may access this additional information about this company by viewing one of the detailed solution reports or research abstracts listed below.
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Solutions offered by Advent Software, Inc
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Research offered by Advent Software, Inc
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Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors by Advent Software, Inc
. January 2006 - In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.
Compliance: The Five Red Flags - How Technology Can Mitigate Compliance Risks Across Your Workflow by Advent Software, Inc
. March 08, 2010 - The challenge for Chief Compliance Officers is to understand the risks associated with each of these three drivers of compliance and how they can be mitigated. Read this paper to find out more.
Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc
. January 01, 2009 - This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.
Industry Intelligence: Accounting for Carve-Outs: 2010 and Beyond by Advent Software, Inc
. January 04, 2010 - This report provides five options for firms who want to move forward with carve-outs under the new "actual cash" requirement and the pros and cons associated with each.
Industry Intelligence: Options Alert: Are You Ready for the Change? by Advent Software, Inc
. January 03, 2010 - The Options Symbology Initiative (OSI) is an industry-wide overhaul of the existing five-character options symbol to a 21-character symbol. Effective February 12, 2010, all market participants and firms that trade in options must be fully converted to the new symbology. Read this paper to learn how your firm can prepare for this change.
Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc
. January 05, 2009 - This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.
SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc
. August 2008 - This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.
Ten Questions to Ask Before Choosing an Outsourcing Provider by Advent Software, Inc
. February 12, 2010 - There are many reasons why outsourcing with Advent OnDemand℠ may be the right answer for your firm. These are just ten of them. Find out why nearly 500 investment management firms have staked their future on our outsourcing services.
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