Advent Software (NASDAQ:ADVS) a leading provider of software and services for the global investment management industry, today announced that Caprinco Gestion S.A. is live with Advent Portfolio Exchange (APX), its award-winning integrated portfolio and client relationship management (CRM) solution designed for the wealth management sector.
Geneva-based Caprinco is an industry-leading independent asset management firm. It operates out of offices in the key international markets of Geneva and Monthey, Switzerland, Paris and Vienna. Caprinco offers tailored asset management solutions to high-net-worth individuals and families from around the world, as well as a growing roster of institutional clients that includes life insurance companies, pension funds, banks and non-profit organizations.
Caprinco migrated to APX from Axys�, Advent's turnkey portfolio management solution, to take advantage of the integrated portfolio management, CRM and reporting capabilities that APX, a SQL-based platform, offers.
"Advent's industry-leading portfolio management and reporting tools have provided us with the robust functionality required to take the quality of our portfolio monitoring and client interaction to a new level of excellence," said Hector Martinez-Zurbuchen, General Manager, Caprinco. "We continue to have good control over cost and operational risk, but with APX we will gain increased operational efficiencies with its SQL-based architecture and integrated CRM. APX allows our staff to focus even more of their time and resources on serving our clients' best interests."
"We are delighted Caprinco has decided to extend its relationship with Advent by migrating to our APX platform," said Hakan Valberg, Senior Vice President and General Manager, Advent Software EMEA. "Having a leading independent asset management firm of Caprinco's standing rely on our technology solutions for their continued growth, reflects our status as the premier technology provider for wealth managers and we look forward to helping Caprinco meet its future objectives."