Heptagon Selects Advent Suite to Expand Business
London-based discretionary investment manager Heptagon Capital is live on Advent Software's wealth management platform supporting various portfolio management, client relationship management, and order management functions.
According to Advent, headquartered in San Francisco, Heptagon replaced an Odyssey Asset Management Systems'-provided platform with Advent's wealth management-focused offering.
Heptagon Capital, founded in July 2005 by former Morgan Stanley Executives, offers discretionary
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