Buy-Side Technology Awards 2014: Best Buy-Side CRM Platform—Advent Software
As human interactions have become increasingly electronic, so too has customer relationship management, which has evolved to take on a more electronic feel. That’s not to say that the one-to-one experience is lost, but in this competitive landscape where humans need to juggle more clients in the same amount of time as they did pre-2008, technology has been forced to serve as air support for a portfolio manager’s ground offensive.
It was this thinking that helped lead Advent to the cloud. Advent Direct Investor Management is run through the Advent Direct cloud-based platform and it is the first solution to be migrated to the cloud.
“APX has long been recognized in the market for its powerful integration of client and portfolio data in a single database, allowing key personnel across the firm to access critical client information,” says Matt Ahlstrand, senior director of solutions consulting for Advent Software. “We’ve taken the unique transparency of APX a step further by combining it with Advent Direct Investor Management.”
The combined solution leverages client and portfolio data from APX and delivers it through Advent Direct’s cloud, which allows managers to view client and portfolio data anytime, anywhere.“This new level of connectivity empowers client-facing teams to more effectively manage and grow relationships, and to be more productive, collaborative and responsive to actionable information about portfolios, products and people,” Ahlstrand says.
Users also have the ability to customize the interface so that they can enjoy a more personalized experience. In addition to going to the cloud, Advent has added improved workflows to cut down on manual processes, new tracking features among groups, and it has expanded the number of fields available—now unlimited—for contact and activity records in order to provide greater insight into client activities. This is the second time that Advent has won this category, adding to its 2012 victory. In the five years this category has been included in the BST Awards, Advent and Digiterre have each won twice, while Satuit Technologies has a single win in what has become one of the most competitive groupings.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@waterstechnology.com
More on Awards & Rankings
Buy-Side Technology Awards 2024 winner’s interview: Artificial Intelligence Risk
CEO of AI Risk discusses how its AIR-GPT platform earned the company Best buy-side AI platform or tool (compliance) at the BST awards
AFTAs 2024: Best AI/machine learning initiative—TCW Group
Project name: EU Securitization Regulatory & Compliance
AFTAs 2024: Best IT team—TCW Group
Project name: ETF Launch Project
Buy-Side Technology Awards 2024 winner’s interview: Kaizen
Kaizen won the Best market surveillance platform category in this year’s BST Awards, discussed in this video with Kaizen’s vice-president
AFTAs 2024: All the winners
Here are the winners of the 27 categories in the 2024 American Financial Technology Awards. This year's multi-category winners are JP Morgan Asset and Wealth Management, Morgan Stanley, TCW Group and Northern Trust.
AFTAs 2024: Best data management initiative—Bank of America
Project name: Enterprise DataConnect
Buy-Side Technology Awards 2024 winner’s interview: S&P Global Market Intelligence
S&P Global Market Intelligence won Best buy-side managed data service for the second consecutive year thanks to its iLEVEL Managed Data Services offering
SimCorp back to its winning ways
What separates SimCorp’s Ibor from similar offerings across the buy side, and its foundational role in the creation of the firm’s recently unveiled investment management platform, SimCorp One.