Purveu Information

SOFTWARE How it Works - The Purveu platform is a cloud-based, wealth reporting web application (“webapp”), designed to leverage your existing portfolio management system, like Advent Axys* or Advent APX*. Purveu works by first harvesting data from your existing portfolio management system via an automated extract process. The data is then securely moved into the cloud where you and your clients can interact with it using Purveu. Reduced Risk / Reduced Costs - Because Purveu is an overlay system, it does not require a full system conversion. Interactive, not Static - Purveu is a “data-driven” system. This means that when your client logs into Purveu, they are interacting with their data, rather than just looking a static PDF’s or PowerPoint reports. Easy to Access - Purveu is built on modern technology that allows it to run on any internet-connected, browser-enabled tablet or PC. CONSULTING Purveu is also a consulting firm serving the financial services community. We specialize in creating efficient operational structures for new and existing firms. Vendor negotiations, systems design and implementation and client reporting are our particular areas of expertise. If you think we could be of service to you, your firm or to your clients, please contact us. We strive to maintain a manageable client list which affords us the ability to meet on relatively short-notice.