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Advent Software Hakan Valberg

Heptagon Capital selects Advent’s wealth management solution

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Heptagon Capital has gone live with Advent Software’s wealth management solution, which covers portfolio, client relationship and trade order management.

London-based Heptagon Capital offers discretionary investment management and advisory expertise across multiple asset classes to the high-net-worth and institutional sector.

"The reporting capabilities of Advent’s industry-leading system provide us with the ability to easily extract and present key information to our clients and senior management across all of our businesses and products," says Robert Rosenberg, Heptagon Capital’s chief operating officer. "In addition, being able to use Advent to import Swift messages from our custodian is important for our operational framework."

"We are delighted that Heptagon Capital has gone live on Advent’s integrated product suite. Because of its ability to improve efficiencies and client service, our wealth management solution is well established with many firms across the EMEA region," says Hakan Valberg, senior vice president and general manager, Advent Software EMEA. "A UK asset manager of Heptagon’s standing selecting Advent is a testament to our reputation as the trusted and reliable provider to this market segment. We look forward to working together with Heptagon to support its clients and meet the firm’s future goals."

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