AddVantage

AddVantage is a real-time, browser-based solution for asset management and trust accounting that delivers large-volume, straight-through processing from front-to back-office operations. AddVantage helps enhance your ability to manage growth, increase profits and improve profitability with automated workflow management, investment tools and reporting capabilities. Organizations with multiple institutions and branches benefit from access to real-time information 24/7.

  • Operates through Microsoft ® Web browser and delivers robust security through Windows® advanced server
  • Provides straight-through, end-to-end processing of trades and integrated workflow processes
  • Processes with in-house installation and application service provider (ASP) delivery modes
  • Supports all standard and multiple alternative asset types, trade data with accruals and flexible “as of” reporting
  • Delivers customizable input forms and standard format import/export of transactions and data
  • Supplies modeling, asset allocation, investment compliance and flexible trading investment tools
  • Allows for growth with multi-threading and deployment over multiple servers

What We Offer

  • AddVantage Administrator Suite

    A browser-based asset management and sales tool for managing client information.

  • AddVantage Investment Suite

    A set of browser-based wealth management tools for managing client portfolios.

  • AddVantage Trust Accounting

    A real-time trust accounting solution for managing the cash and assets of the clients of domestic mid-level banks and trust companies.

  • AddVantage Web Link Suite

    A branded Web site through which clients receive real-time access to portfolios and trade initiation over the Internet.

  • Custody Services

    A custody services that includes an automated Interface between the trust and custody systems and personal Custody Account Administrator completely knowledgeable of all aspects of securities processing, trust and, trust systems.

Mobile Solutions

  • Mobile Meeting

    Mobile Meeting provides financial presentation capabilities on a computer tablet device to help enhance communication and collaboration between advisors and their clients.

Brochures & Datasheets

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