Advent Customer Reviews 2024

Advent

7.7 /10

What is Advent?

Advent software is focused on delivering solutions that help clients work more productively, serve more effectively, manage and minimize risks, and comply with complex regulations.

Company Details

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Advent Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Advent.

89 Likeliness to Recommend

96 Plan to Renew

88 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+93 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Advent?

13% Negative

0% Neutral

87% Positive

Pros

Enables Productivity
Trustworthy
Efficient Service
Effective Service

Feature Ratings

Average 83

Compliance Management

Trade Management

Investment Accounting

Banking Risk Management

Fund Management

Mergers and Acquisitions

Portfolio Management

Investor Relations Management

Contact Management

Asset Management

Multi Currency

Vendor Capability Ratings

Average 82

Ease of Implementation

Availability and Quality of Training

Business Value Created

Usability and Intuitiveness

Vendor Support

Ease of Customization

Ease of Data Integration

Quality of Features

Product Strategy and Rate of Improvement

Ease of IT Administration

Breadth of Features

Advent Reviews

Daniel G.

Role: Finance
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2022

Best in its category

Likeliness to Recommend

9 /10

What differentiates Advent from other similar products?

- Ease of implementation and customization - All the functions and navigation keys are on the dashboard - Comes with multiple modules/features

What is your favorite aspect of this product?

The ability to manage and transfer portfolio without any challenge. It also comes with an inbuilt planner which is useful in planning for the future and projecting what would happen.

What do you dislike most about this product?

Nothing, i like how the tool operate, it has been very beneficial to our business operations.

What recommendations would you give to someone considering this product?

Its the best tool in its category.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Niraj T.

Role: Student Academic
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jun 2022

Investment with rejoice

Likeliness to Recommend

9 /10

What differentiates Advent from other similar products?

The Company provides a variety of products for the front, middle, and back offices of investment management organizations.

What is your favorite aspect of this product?

Portfolio Management and trading. It allows discrete options to invest in the market with low nominal fees and good returns.

What do you dislike most about this product?

It has everything a person wants as a financial services software provider based on portfolio management.

What recommendations would you give to someone considering this product?

Keep a close track on your investment and the policies of the company about the charges and the fees.

Pros

Helps Innovate
Continually Improving Product
Reliable
Unique Features

Christoph V.

Role: Sales Marketing
Industry: Manufacturing
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jun 2022

Best tool for Complex and critical investment

Likeliness to Recommend

9 /10

What differentiates Advent from other similar products?

The Advent asset management tool almost has every module I need to keep our clients happy and informed about everything, and it also has additional modules that are required for our company's investment management process, such as asset management, client interface, re-balance, data processing, offshoring, and investment order management.

What is your favorite aspect of this product?

I believe that a lot of care has gone into where the data and show fields are placed throughout the board. Searching is simple. The web-based user interface and one SQL database, which Advent us to transmit essential client and prospects data to operational, sales, and investment management teams, are my favorite features.

What do you dislike most about this product?

I enjoy the analytics and reporting modules, but the reporting module is limiting in terms of creating bespoke reports for our end users. This is my sole annoyance because we need to generate similar reports using other tools, but I'm confident it will be resolved shortly.

What recommendations would you give to someone considering this product?

Advent completely transforms how we handle our day-to-day operations by delivering an open, adaptive, and elevated system that enables an effective and beneficial workflow and simpler operations. Advent is the ideal answer for all enterprises and teams, and it is a must-have system for any company looking to maximize operational efficiency, in my opinion.

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

Advent

What is Advent?

Company Details

Need Assistance?

Advent Ratings

89 Likeliness to Recommend

96 Plan to Renew

88 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love Advent?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Compliance Management Includes compliance controls, compliance rules engine, and compliance monitoring.

Trade Management Includes forex trading, real-time trading, trade processing, and automated trading.

Investment Accounting Includes investment monitoring, financial account analysis and management, and record keeping.

Banking Risk Management Includes stress tests, anti-money laundering, risk monitoring, and alerts.

Fund Management Includes fund analysis, hedge fund management, and fund accounting.

Mergers and Acquisitions Includes security issuances, bidding coordination, and negotiations.

Portfolio Management Includes portfolio composition, investment strategizing, portfolio risk management, and market development and trend analysis.

Investor Relations Management Includes investment strategizing, communication, and collaboration.

Contact Management Includes legal CRM, case and client history, and client portals.

Asset Management Solution centralizes an inventory of all corporate assets and integrates with a risk assessment of assets.

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Advent Reviews

Daniel G.

Best in its category

Likeliness to Recommend

Pros

Niraj T.

Investment with rejoice

Likeliness to Recommend

Pros

Christoph V.

Best tool for Complex and critical investment

Likeliness to Recommend

Pros

Feature Ratings

Compliance Management

Trade Management

Investment Accounting

Banking Risk Management

Fund Management

Mergers and Acquisitions

Portfolio Management

Investor Relations Management

Contact Management

Asset Management

Multi Currency

Vendor Capability Ratings

Ease of Implementation

Availability and Quality of Training

Business Value Created

Usability and Intuitiveness

Vendor Support

Ease of Customization

Ease of Data Integration

Quality of Features

Product Strategy and Rate of Improvement

Ease of IT Administration

Breadth of Features