Bluffview Wealth Management has implemented Advent Portfolio Exchange, a portfolio and client relationship management solution, and Advent Revenue Center, a billing and revenue management tool.
Bluffview Wealth Management is a wealth management organisation that caters to high net worth and ultra high net worth individuals and families.
It provides investment advisory solutions and wealth management advice to new and experienced entrepreneurs including liquidity and diversification strategies, alternative investments and lower volatility investment strategies.
With Advent Portfolio Exchange, Bluffview can cater to individual clients, creating customised reports efficiently and on demand.
In addition, the firm no longer relies on manual processes for quarterly invoicing, thanks to Advent Revenue Center. This process, which had previously required two to three weeks each quarter, is now completed within a matter of days.
"There were so many things our previous system couldn’t do, and it ultimately cost our firm time and money," says Mike Gavett, partner, Bluffview Wealth Management. "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."
"Our solutions are designed to offer flexibility, scalability and accuracy so our clients can focus on what matters most to them – meeting the needs of their clients and growing their business," adds Michele Holton, director of product marketing at Advent. "Bluffview Wealth Management had been restricted by the limitations of their previous system. We are pleased that Advent’s technology and expertise can provide a foundation for their continued growth and success."