Technology

Advent Wins Contract From Mumbai-Based Wealth Manager

Tom Burroughes Group Editor London 23 February 2012

Advent Wins Contract From Mumbai-Based Wealth Manager

Advent Software, the financial technology firm headquartered in San Francisco, has won a contract from Mumbai-based Waterfield Advisors Private to supply wealth management solution.

Waterfield’s private investment office offers family office, corporate advisory and alternative asset management services.

The firm has signed up to use two systems: Advent Portfolio Exchange, which is an end-to-end portfolio management solution, and Moxy, a system that automates and streamlines the trading and order management of investment executions.

 

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