23 October 2017
visit www.atos.net

Caprinco live with Advent Portfolio Exchange

23 February 2010  |  1950 views  |  0 Source: Advent Software

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."

Comments: (0)

Comment on this story (membership required)

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit www.niceactimize.comvisit www.vasco.comvisit www.innotribe.com

Top topics

Most viewed Most shared
Mastercard to roll out blockchain APIMastercard to roll out blockchain API
16672 views comments | 19 tweets | 33 linkedin
HSBC partners Bud for open banking trialHSBC partners Bud for open banking trial
14122 views comments | 22 tweets | 28 linkedin
Sibos 2017: API or the highwaySibos 2017: API or the highway
10402 views comments | 12 tweets | 23 linkedin
satelliteGates Foundation backs Ripple collaboratio...
10090 views comments | 13 tweets | 10 linkedin

Featured job

Competitive base, double ote, benefits
London, UK

Find your next job