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Moxy Reviews & Product Details

Verified User in Investment Management
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Moxy?

What I like best about Moxy is that it is user friendly and is able to take data from other Advent programs. Funds and investors are easy to see and information is easy to edit. Connection to the server was easy and easily sent to brokers. Review collected by and hosted on G2.com.

What do you dislike about Moxy?

What I disliked was that the connection between us and the broker was sometimes too slow and our trade confirmations did not come to us right away. Review collected by and hosted on G2.com.

Recommendations to others considering Moxy:

Program connects with other Advent software Review collected by and hosted on G2.com.

What problems is Moxy solving and how is that benefiting you?

What we are solving is easy connectivity between various programs were data can be shared and simple trading executions with our broker. Review collected by and hosted on G2.com.

Moxy Overview

What is 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. And, as your AUM or trading volume grows, it has the scalability to deliver the performance you need. Moxy® provides a window into your firm’s trading operations. By allowing end-to-end transparency into your processes, you can meet operational due diligence standards and demonstrate best practice to clients.

Moxy Details
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Moxy Community
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Product Description

Advents Moxy trade order management system is your firms command and control center a centralized platform for making and executing trading decisions quickly and confidently. With tools for portfolio modeling, rebalancing and drift analysis that feed directly into trade creation, Moxy streamlines your trading workflow while giving you control and visibility across the entire process, from asset allocation through settlement.


Seller Details
Year Founded
1983
HQ Location
San Francisco, CA
Twitter
@SSCAdvent
2,576 Twitter followers
LinkedIn® Page
www.linkedin.com
1,714 employees on LinkedIn®
Ownership
NASDAQ: SSNC

Ben B.
BB
Overview Provided by:

Recent Moxy Reviews

Verified User
U
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Review"
Easy to use in general. user-friendly and dymanic.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Advent Moxy "
What I like best about Moxy is that it is user friendly and is able to take data from other Advent programs. Funds and investors are easy to see an...
Verified User
U
Verified UserEnterprise (> 1000 emp.)
4.0 out of 5
"Advent Moxy Review"
It's super easy to trade on moxy, and being a recent grad, thats a huge help when entering into the corporate world
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Moxy Media

Moxy Demo - Order Creation
Order Creation
Moxy Demo - Moxy
Moxy
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3 out of 4 Total Reviews for Moxy

4.3 out of 5
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3 out of 4 Total Reviews for Moxy
4.3 out of 5
3 out of 4 Total Reviews for Moxy
4.3 out of 5
G2 reviews are authentic and verified.
Verified User in Financial Services
UF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Moxy?

Easy to use in general. user-friendly and dymanic. Review collected by and hosted on G2.com.

What do you dislike about Moxy?

Loading speed on the program/system needs to be improved. Review collected by and hosted on G2.com.

What problems is Moxy solving and how is that benefiting you?

makes my work easier compared to other systems I utilized. Review collected by and hosted on G2.com.

Verified User in Banking
UB
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Moxy?

It's super easy to trade on moxy, and being a recent grad, thats a huge help when entering into the corporate world Review collected by and hosted on G2.com.

What do you dislike about Moxy?

sometimes when i put my trades in, it gets mixed up with all the other trades from the day and other employees so when i want to double check what i put in, i sometimes cant find it Review collected by and hosted on G2.com.

What problems is Moxy solving and how is that benefiting you?

We can trade mutual funds, which means that portfolio admins can trade, not only the PM's Review collected by and hosted on G2.com.

Sourabh B.
SB
Senior Research Analyst
Capital Markets
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Moxy?

Its is easy to rebalance portfolio using a model portfolio. I like that you can send trades via Fix messaging and also access dark pool liquidity. Review collected by and hosted on G2.com.

What do you dislike about Moxy?

It is not particularly easy to attach my Excel data to Moxy Review collected by and hosted on G2.com.

Recommendations to others considering Moxy:

If you need to rebalance portfolio versus a model portfolio it is very useful Review collected by and hosted on G2.com.

What problems is Moxy solving and how is that benefiting you?

Fast easy trade execution through multiple venues. Ability to import data from Axy is very useful Review collected by and hosted on G2.com.

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