The Solution

Get it right. Every time.

Few activities frustrate an operations team more than accounting accurately for corporate actions that affect portfolio values: mergers, acquisitions, spinoffs and ticker changes.

Advent Corporate Actions (ACA) helps you get it right. It delivers reports on all corporate actions that affect your clients’ portfolios, and provides your staff with reliable transaction instructions. Plus, it’s backed by our team of corporate actions specialists, standing by to help your staff interpret complex tax opinions and processing requirements.

Why choose this solution
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Consolidated data from multiple vendors
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Custom reports based on your holdings
Custom reports based on your holdings
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ACA alerts with revision notifications and processing tips
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Transactions for mandatory equities worldwide and ADR events, with automated fair market value, cash-in-lieu and cost basis updates
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Seamless integration with your Advent portfolio management system
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Access to a dedicated staff of corporate actions specialists
Featured whitepaper

Advent Corporate Actions

Corporate actions processing has long been a byword for inefficiency and risk in the securities industry. Complex processes that were unsystematic, esoteric and hard to automate, and where IT spending offered little tangible return on investment. Today, however, that is changing. Industry initiatives to create more standardized corporate action messages, as well as technology developments, are helping to drive up automation rates.

This paper untangles some of the complexity related to corporate actions, examines ten common pain points and provides guidance on how to tackle them.

READ THE FULL WHITEPAPER

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Process complex corporate actions with confidence. Improving the efficiency of corporate actions handling can help cut costs, provide competitive advantage through better client service, maintain regulatory compliance, and reduce financial and reputational risks.