ADVENT DIRECT

Software as a service (SaaS) featuring software in the field of financial portfolio management, namely, used for investment tracking, portfolio analysis, investment reporting, investment performance management, financial instrument trades tracking, trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, financial instruments trading compliance, management of margin, financing and stock borrow requirements; Software as a service (SaaS) featuring customer relationship management software for use by portfolio managers and financial advisors; Software as a service (SaaS) featuring research management software, namely, software for the collection, editing, organizing, modifying, bookmarking, transmission, storage and sharing of data and information