GlobalView Investments adopts Advent Portfolio Exchange

GlobalView Investments adopts Advent Portfolio Exchange

Advent Software, a provider of software and services to the global investment management industry, has announced that Swiss-based wealth management firm GlobalView Investments has gone live with its portfolio, client relationship management and reporting solution.

Advent Portfolio Exchange now has nearly 100 clients in Europe and the Middle East.

With USD500m in assets under management, GlobalView provides tailor-made investment solutions to high net worth clients. The firm provides a broad array of discretionary and advisory investment management services from its offices in Geneva.

GlobalView says it selected APX to meet its need for a reliable portfolio management solution with flexible reporting capabilities that would increase productivity and efficiencies, and accommodate growth without increasing overhead costs.

'Advent has a proven and successful track record and was able to meet our needs for a robust solution and a quick implementation,' says GlobalView managing partner Peter Jan Kroon.

'Implementing APX has enabled us to have the technological capabilities to improve our operational effectiveness and retain our high levels of client satisfaction, whilst significantly enhancing our offering to the market.'

Advent's implementation team of consultants with a strong industry background completed the implementation in less than 30 days.

'We are thrilled that GlobalView has selected Advent Portfolio Exchange, which has been the solution of choice for wealth managers in the EMEA region since its launch three years ago,' says Håkan Valberg, Advent's senior vice-president and general manager for Europe, the Middle East and Africa.

'Their success with APX also demonstrates the benefits and value that Advent delivers to wealth managers, and the rapid return on investments they receive from our solutions. We look forward to working with GlobalView to support their growth strategy.'

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