Stefan Widenfelt, CEO of Catella Asset Management, said: Our asset management business entails complex strategic asset allocations and we were looking for a solution that allowed us to continue our growth strategies and at the same time maintain our unique client focus. We also wanted a single point of entry for our trading.
We invited a broad range of vendors to showcase their solutions, but we chose the Advent Portfolio Exchange/Moxy solution as we felt the integrated front- to back-office platform was best suited to our requirements.
After an implementation process lasting around 8 months we are now in live production. We are pleased to have found a single business partner with Advent that can meet our end-to-end needs with an integrated offering.