Wealth Management Partners NV has licensed Advent Software’s Moxy for trade order management as well as Advent Portfolio Exchange (APX), Advent’s next-generation platform for portfolio management, reporting and client-relationship management.
Wealth Management Partners manages funds in excess of $500 million (USD) for high net worth individuals across the region.
“With our continued growth, we wanted to find a solution that supported our operational needs while also allowing us to provide superior service to our clients,” said Rico Bosma, partner of Wealth Management Partners. “The scalability and front- to back-office functionality offered by APX will allow us to focus on growing our business instead of spending time on back-office tasks, while the integration between APX and Moxy allows us to streamline our trade order processing. We were also impressed with the speed of the implementation and minimal business disruption during the project. Advent’s reputation as a client-focused, proven partner to the investment management industry is well deserved.”
Hakan Valberg, Advent’s general manager, added: “We are delighted to add Wealth Management Partners to our growing list of clients in EMEA. They join an increasing number of firms around the world that recognize the benefits of working with a proven business partner to deliver innovative, mission-critical solutions to solve key business problems.”