Advent Software, the San Francisco-headquartered financial technology firm, has released its cloud-based platform for wealth and asset managers, tying together a number of systems.

The platform brings together Advent Portfolio Exchange, Moxy, Advent Rules Manager, Advent Revenue Center, Advent General Ledger Exchange, Tradex, Advent Corporate Actions, and Advent Custodial Data to support key workflows and data across the entire investment process.

"This release of Advent's platform for asset management is specifically designed to meet the most critical needs of business owners and decision-makers across the firm,” said Anthony Sperling, senior vice president and general manager of Advent's asset management group.

Among the enhancements are: a new user interface across the products; streamlined workflows to manage portfolios and groups; new tools to model and rebalance portfolios and trade securities; and improvements to pre- and post-trade compliance.