Using APX and Moxy, Evercore will be able to leverage a range of functionality from portfolio modeling, trade execution and restriction capabilities, through to portfolio management, performance analytics and exposure reporting.
Christopher Aldous, CEO of Evercore, said: Advent’s suite of trade order management, portfolio management and reporting tools will provide us with everything we need to meet the high service expectations of our clients, while helping us improve our business efficiencies and reduce operational overhead. With Advent, we have a flexible and reliable platform that can support our large-scale growth plans, while ensuring at all times that we are serving our clients’ best interests.
Hakan Valberg, senior vice president and GM of Advent Software EMEA, said: We are thrilled Evercore Pan-Asset has chosen Advent as its technology partner to support them in their next phase of development. Having a discretionary wealth manager of Evercore’s caliber select Advent’s solution for wealth managers reflects our reputation as a tried and trusted provider to this market segment, and we look forward to helping Evercore meet its future objectives.
Advent Software is a provider of software and services for the global investment management industry
London-based Evercore is a discretionary wealth management company, which focuses on asset allocation and index-tracking using exchange traded funds (ETFs).
