Wealth manager signs with Advent to streamline back office
DALLAS – Symmetry Capital Advisors, an investment advisor with $125 million in assets under management focused on wealth management, has implemented Advent Software’s Advent Back Office Service (ABOS) hosted system for more efficient reporting, portfolio management and reconciliation capabilities.
The ABOS product provides Advent’s Axys portfolio management functionality via ASP, as well as outsourced data management and daily reconciliation services. The system targets managers wanting to focus
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