GlobalView Investments live on Advent Portfolio Exchange

Source: Advent Software

Advent Software (NasdaqGS:ADVS), a leading provider of software and services for the global investment management industry, today announced that Swiss-based GlobalView Investments is live on Advent Portfolio Exchange (APX), its comprehensive portfolio, client relationship management and reporting solution.

APX has expanded its global presence with nearly 100 clients in Europe and the Middle East.

With $500 million in assets under management, GlobalView is a wealth management firm, which provides tailor-made investment solutions to high net worth clients. The firm provides a broad array of discretionary and advisory investment management services from its offices in Geneva. To support its plans for expansion, GlobalView selected APX to meet its need for a reliable portfolio management solution with flexible reporting capabilities that would increase productivity and efficiencies, and accommodate growth without increasing overhead costs.

"Advent has a proven track record and was able to meet our needs for a robust solution and a quick implementation," said Peter Jan Kroon, Managing Partner, GlobalView Investments. "APX has enabled us to have the technological capabilities to improve our operational effectiveness and retain our high levels of client satisfaction, whilst significantly enhancing our offering to the market."

Advent's implementation team, consisting of consultants with a strong industry background, completed the implementation in less than 30 days, which has allowed GlobalView to start seeing the improvements in the business in a short time.

"We are thrilled that GlobalView has selected Advent Portfolio Exchange, which has been the solution of choice for wealth managers in the EMEA region since its launch three years ago," said Håkan Valberg, Senior Vice President and General Manager, Advent Software EMEA. "Their success with APX also demonstrates the benefits and value that Advent delivers to wealth managers, and the rapid ROI they receive from our solutions. We look forward to working with GlobalView to support their growth strategy."

Comments: (0)