Tech Update: Multi-family office implements Advent's integrated suite for portfolio and order trade management
London-based Square Capital LLP has selected Advent Portfolio Exchange (APX), Advent's next generation portfolio management solution, and Moxy, Advent's trade order management system, to provide an automated and efficient operational infrastructure while allowing the firm to continue delivering its superior level of client service.
London-based Square Capital is a multi-family office with approximately USD500 million in assets under management. In view of its growth projections for the next three years, Square Capital wanted a robust, scalable solution
'We searched the market for a solution that was able to offer a high level of order execution, portfolio monitoring and client reporting capabilities so that we could maximize internal productivity and best meet client service expectations,' says Hugues Decobert, Managing Director of Square Capital. 'We chose Advent because they demonstrated a deep understanding of our requirements, and their integrated suite provided us with flexibility and scalability. With APX and Moxy, we will be able to leverage a range of functionality from portfolio modeling and trade execution, to portfolio management, performance analytics and comprehensive operational and client reporting.'
'We are very pleased that Square Capital has selected Advent's product suite, and entrusted us with supporting their future growth,' says Håkan Valberg, Senior Vice President and General Manager, Advent Software EMEA. 'The fact that a wealth manager of Square Capital's calibre and growth potential has chosen to leverage our solutions reflects our status as a proven provider for this market segment. Our clients repeatedly tell us how well our integrated solution meets their needs to strengthen their operational infrastructure and provide superior client service.'
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