Solution introduction

Benefit from advanced knowledge of corporate actions; reduce risk of manual errors with automated transactions

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?

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

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