Alliance Partners that Integrate with
Advent Portfolio Exchange

Advent also supports integration with several Financial Planning firms. Click here to learn more.

Company Name	Alliance Partner's Solution
Ashland Partners	GIPS Compliance Consulting and Verification Services
BITA RISK	Private Client Suitability Assessment and Monitoring
Broadridge	Electronic Proxy Voting
Chicago Clearing Corporation	Security Claims Filing
eVestment	Investment Analytics and Research
Interactive Data	Global Security Pricing and Reference Data
Globacom*	Mobile Client Reporting
Investment Technology Partners	IT Hosting
InvestorForce	Performance Reporting Network
LIGHT[PORT]	Web-Based Client Reporting
Morningstar	Morningstar Direct
Omgeo	DTCC Confirmation/Affirmation
RedBlack Software	Portfolio Rebalancing
RIMES Technologies	Index Data
SunGard	DTCC Confirmation/Affirmation
Zacks Investment Research	Investment Research, Analytics and Portfolio Reporting

*Available in EMEA only

Don’t see the partner you’re interested in? Contact Advent to tell us who you’d like to see as part of the Alliance Program.