Advent Portfolio Exchange

Case Studies

• AEW Capital Management Goes to the Next Level with APX®
• Altamount Capital Management Selects APX for its Super Reporting Platform
• Bill Few Financial Group solves multiple challenges with a single solution: Advent Portfolio Exchange®.
• Massive APX Data Migration A Success for Cetera Financial Group
• Moxy and APX Deliver Flexibility and Scalability For Connor, Clark & Lunn Financial Group
• APX Significantly Improves Integration at Cornerstone Advisors
• How Cortina Asset Management Uses Advent Solutions to Strengthen Compliance
• Dalton, Grenier, Hartman, Maher & Co Replaces Five Separate Software Programs With APX
• APX Drives Efficiency and Responsiveness at David Vaughan Investments
• Dolan McEniry Realizes Immediate ROI with Advent’s Integrated Suite
• Gardner Russo & Gardner: Keeping a Lean Staff and Giving Terrific Service to our Clients
• Gardner Russo & Gardner Digs Deep into APX to Uncover Its Full Potential
• Hunter Associates Finds Greater Flexibility in APX
• Hutchinson Capital Management Puts Data “All in One Place” with Advent
• Kensington Investment Group Moves to the Next Level with Advent Portfolio Exchange
• Kovitz Investment Group Pulls It All Together with Advent Portfolio Exchange®
• Riyadh-based KSB Capital Group Leverages Advent’s Asset Management Solution
• Newgate Capital Invests for Growth with Advent Portfolio Exchange
• Advent Portfolio Exchange® Gives Osborne Partners Room to Grow Assets, Not Overhead
• Patten and Patten Achieves Front to Back Integration with APX®
• Palladium Simplifies Operations with the Advent Suite
• Strand Kapitalförvaltning Charts a Growth Path with Advent
• APX is a More “Sustainable” Solution for Trillium Asset Management
• Business Intelligence from APX Sharpens Insights and Decisions at Wasmer, Schroeder & Company
• Zeke Capital Moves to Faster, More Customized Reporting With APX

Client Videos

• Vaughan Nelson Investment Management - Belinda Denn, Manager of Operations, talks about how Advent Portfolio Exchange (APX) enhances their client service and simplifies their operations. The enhanced fixed income functionality, integrated CRM, automated reporting, and SSRS capabilities were especially critical to their operational improvements.
• Northern Trust Investment - Megan Evans, Manager of Analytical & Reporting Services, discusses how Northern Trust eliminated numerous, disparate applications by consolidating CRM, reporting, marketing and portfolio management onto Advent Portfolio Exchange (APX).
• Pendo LLC - Roseanna Torres, Head of Trading, discusses how they leverage the integration of APX® for portfolio management and Moxy® for order management to reduce errors, cut costs and focus on higher value tasks to better service clients.
• ICM Asset Management - Scot Urquhart, Chief Technology Officer and Vice-President of IT, discusses how the comprehensive functionality of APX, including period end report packaging, audit trail and dashboards have improved their operations and client service.
• Bill Few Associates - Kevin Corbett discusses how Advent Portfolio Exchange's integrated portfolio reporting and client relationship management gives his firm a clearer view of their operations.
• Athena Capital Advisors - Alan Slaughter discusses how Advent Services helped handle the transition to APX and how the APX single point of entry has reduced risk and errors firm-wide.
• Murphy Middleton Hinkle & Parker Inc. - Mark Parker discusses the client service benefits of the many functions of APX-- including portfolio accounting, CRM, performance analytics and audit, all on one platform.