Bluffview Wealth Management (BWM) has implemented Advent Portfolio Exchange (APX) and Advent Revenue Center platforms from Advent Software, to streamline its operations, analyze and manage risk and deliver enhanced client service.
According to Advent Software, BWM turned to APX, an integrated portfolio and client relationship management solution, and Advent Revenue Center, a billing and revenue management tool, to streamline operations and improve their ability to deliver superior client service.
With APX, BWM can cater to individual clients, creating customized reports efficiently and on demand. With the implementation of Advent Revenue Center, BWM will no longer need to rely on manual processes for quarterly invoicing. This process, which had previously required two to three weeks each quarter, will now take few days, claims Advent Software.
Mike Gavett, partner at Bluffview Wealth Management, said: “There were so many things our previous system couldn’t do, and it ultimately cost our firm time and money. With Advent, we have scalability we did not have before built into a technology platform that improves our ability to respond to clients efficiently and with accuracy.
“The team we worked with really understood our business and applied forward looking thought to the implementation. We’re excited to see how Advent can help us be even more successful in our business.”