18 November 2017
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Lowe, Brockenbrough and Company signs for Advent portfolio management platform

08 November 2005  |  1790 views  |  0 Source: Advent Software

Advent Software, Inc. (NASDAQ: ADVS) announces that Lowe, Brockenbrough and Company, Inc. has selected and is now in production on Advent Portfolio Exchange, Advent's next-generation portfolio accounting, reporting and client relationship management platform.

Lowe, Brockenbrough, serving institutional and high-net worth clients, recently completed installation of Advent Portfolio Exchange.

"Our success depends on our responsiveness to our clients. The benefits we receive from Advent Portfolio Exchange, including its seamless integration to third-parties such as trading partners and the DTC, its ease of use, and its efficient Straight-Through Processing design, will enable us to provide better service to our clients," said David Lyons, CFA, Managing Director at Lowe, Brockenbrough.

Advent Portfolio Exchange is a comprehensive new offering from Advent designed to manage the full range of investment operations from the early stages of client prospecting through to client reporting. The new product leverages Microsoft technology, including an SQL database, .NET technology and a web-based user interface. It also features robust portfolio management and reporting; integrated client management; single relational database with advanced user security, transaction management and audit features; enhanced fixed income functionality; and customizable online reporting for client and portfolio information.

"Advent is an industry leader, and we're very impressed with the company's technology direction, particularly the comprehensive features of Advent Portfolio Exchange on an open architecture platform," said David Sanderlin, Lowe Brockenbrough's Manager of Information Technology. "They've worked hard to understand our unique environment, and have committed the required resources throughout the implementation process. We are looking forward to a very successful relationship going forward. Advent is clearly demonstrating that they're working hard to support the investment management industry with innovative new products."

"We're extremely pleased to be working with Lowe, Brockenbrough as one of our first clients on Advent Portfolio Exchange. Our ability to interest such leading firms as Lowe, Brockenbrough in Advent Portfolio Exchange gives us great confidence that this platform will meet the demands of the industry's most sophisticated firms," said William Penney, Advent's director of product marketing.

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