CdR Capital Selects Advent’s Wealth Management Solution
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Swiss Based Private Investment Office Opts For Advent’s Wealth Management Solution to Increase Operational Efficiency and Deliver Superior Service
SAN FRANCISCO and LONDON –May 14, 2014 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that CdR Capital, a private investment office based in Geneva, Switzerland, has selected Advent’s award winning wealth management solution, Advent Portfolio Exchange® (APX), for portfolio management and client relationship management.
Launching their business with $1 billion in assets under management, CdR Capital offers a range of services to their clients including investment advice, asset allocation, fund selection, and consolidated reporting. The firm selected Advent’s APX solution to help support the business’s growth strategy going forward.
“We sought out a technology platform that would support our growth while allowing us to fulfill our commitment to providing best-in-class service to our clients. After extensive market research, we were pleased to choose Advent,” said Steve Smith, Partner, CdR Capital. “We believe the future of successful wealth and asset management will be market knowledge coupled with technological efficiency and consolidated reporting. Advent’s extensive knowledge of the industry, comprehensive functionality, and strong commitment to the region were key reasons why we chose APX.”
APX is the integrated portfolio and client management solution that puts everyone in a firm – from executives to portfolio managers to operations – on the same platform. With APX, portfolio, client, and prospect marketing data is centralized on one platform. People can get the information they need quickly, with customizable dashboards, a vast report library, and robust custom reporting capabilities.
“We are delighted that CdR Capital has chosen Advent to support its business and join our growing client base in Switzerland. The investment management landscape in Switzerland is rapidly changing with increased regulation and consolidation. To meet these challenges, firms need a comprehensive operations infrastructure and a strong technology collaborator to help them thrive in this new environment,” said Hakan Valberg, President of Advent Software EMEA. “We look forward to working with CdR Capital and building a strong relationship as they grow their business in the coming years.”
About Advent Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,300 firms in more than 50 countries — from established global institutions to small start-up practices — to grow their business and thrive. Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products visit http://www.advent.com.
Advent, the Advent and logo composite, and Advent Portfolio Exchange are registered trademarks of Advent Software, Inc. All other company names or marks mentioned herein are those of their respective owners.