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Advent APX goes live at GlobalView Investments

Posted: 11 March 2009

Advent Software, a provider of software/services for the investment management industry, has announced that GlobalView Investments has gone live with Advent Portfolio Exchange (APX), its portfolio, client relationship management and reporting solution. APX now has nearly 100 clients in Europe and the Middle East.


With $500 million in AUM, Swiss-based GlobalView is a wealth management firm which provides 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.


Advent reports an implementation of less than 30 days by its team consisting of consultants with a strong industry background.


 


 

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