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https://www.advent.com/moxy
Moxy® is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement. Built on industry-standard technology, it’s easy to implement within a firm’s existing IT environment. ... Support for preventive rule checking ; ... With Advent ...
SS&C Advent is a leading provider of portfolio management and accounting solutions and services to the world's leading institutional asset and wealth management firms. ... Simplify accounting and servicing partnerships with support for unlimited fund structures and flexible investor fee calculations. ... Moxy. With capabilities spanning ...
https://community.advent.com/producthelp/PRODUCTS/Moxy/Moxy%2018.0/Moxy%2018.2/Help/ImportExport/overview__importing_and_exporting.htm
Overview: Importing and Exporting. In order to use Moxy to trade securities at your firm, you must import (copy) system information (prices, currency exchange rates, security information, etc.), position data (tax lots and realized gains), and client data (manager, directed broker, tax status, etc.) into Moxy from your portfolio accounting system on a daily basis.
https://community.advent.com/producthelp/Products/Moxy/Moxy%2016.0/Moxy%2016.2/Help/MiFID/Troubleshooting_the_MiFIR_Transaction_Report_Status.htm
Moxy does not support this field. Please contact SS&C Advent Support for help with this issue. CON-452. Currency code XXX is not valid for the trade date. A valid ISO 4217 currency code that was active at the trade date or is a pre-EURO currency should be populated. A MiFIR Transaction Report Issue. Moxy does not support this field.
https://advisorservices.schwab.com/provider-solutions/Advent-Moxy
Advent Moxy® Go Back View all providers Product infographic carousel Product infographic images Previous Slide. Go to ... Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. ...
http://blackdiamond.advent.com/collateral/moxy_datasheet.pdf
Services and Support to Maximize Your Productivity In addition to industry-leading trading and order management capabilities, Moxy maximizes your productivity with fast, reliable and knowledgeable service and support from experienced Advent professional services representatives. The Advent team provides a wide range of valuable services:
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