Waterfield has signed up to use two systems of Advent, Advent Portfolio Exchange, which is an end-to-end portfolio management solution, and Moxy, a system that automates and streamlines the trading and order management of investment executions.
Advent claims that its solutions are flexible and highly scalable technology solution and will support Waterfield Advisors’s plans for growth.
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Waterfield Advisors is a private investment office that offers family office services, corporate advisory services and alternative asset management services.
Soumya Rajan, founding partner and managing director at Waterfield Advisors, said, "Given Advent’s track record with private investment and family offices and the company’s excellent reputation and experience in the industry, Advent was a clear choice for us to support our company’s business development objectives and enable ongoing innovation."
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