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Advent

Advent

Composite Score
7.4 /10
CX Score
7.7 /10
Category
Advent
7.4 /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.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

89 Likeliness to Recommend

97 Plan to Renew

87 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+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

89

Trade Management

87

Investment Accounting

86

Banking Risk Management

86

Fund Management

83

Mergers and Acquisitions

81

Investor Relations Management

81

Portfolio Management

80

Contact Management

80

Asset Management

80

Multi Currency

76

Vendor Capability Ratings

Average 82

Ease of Implementation

88

Availability and Quality of Training

88

Business Value Created

86

Usability and Intuitiveness

84

Vendor Support

83

Ease of Customization

83

Ease of Data Integration

83

Quality of Features

82

Product Strategy and Rate of Improvement

78

Ease of IT Administration

75

Breadth of Features

73

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
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