18 October 2017

Heptagon Capital live on Advent wealth management system

27 October 2010  |  2587 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 Heptagon Capital is live on Advent's wealth management solution, which covers portfolio, client relationship and trade order management.

London-based Heptagon Capital offers discretionary investment management and advisory expertise across multiple asset classes to the high-net-worth and institutional sector. With plans to expand, Heptagon turned to Advent to provide a flexible technology solution that would support its discretionary, advisory and fund businesses, and help drive the expansion.

"The reporting capabilities of Advent's industry-leading system provide us with the ability to easily extract and present key information to our clients and senior management across all of our businesses and products," said Robert Rosenberg, Heptagon Capital's Chief Operating Officer. "In addition, being able to use Advent to import Swift messages from our custodian is important for our operational framework."

"We are delighted that Heptagon Capital has gone live on Advent's integrated product suite. Because of its ability to improve efficiencies and client service, our wealth management solution is well established with many firms across the EMEA region," said Håkan Valberg, Senior Vice President and General Manager, Advent Software EMEA. "A UK asset manager of Heptagon's standing selecting Advent is a testament to our reputation as the trusted and reliable provider to this market segment. We look forward to working together with Heptagon to support its clients and meet the firm's future goals."

 

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