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ADVENT PORTFOLIO EXCHANGE - Integrated Portfolio & Client Relationship Management

Pendo LLC Duration: 2:03 Roseanna Torres, Head of Trading at this international money manager, 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. Close Roseanna Torres, Head of Trading at this international money manager, discusses how they leverage the integration of APX® ... Read more	ICM Asset Management Duration: 4:23 Scot Urquhart, ICM Asset Management's 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. Close Scot Urquhart, ICM Asset Management's Chief Technology Officer and Vice-President of IT, discusses how the comprehensive ... Read more
Athena Capital Advisors Duration: 3:36 Alan Slaughter, from Athena Capital Advisors, a $3B family office, 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. Close Alan Slaughter, from Athena Capital Advisors, a $3B family office, discusses how Advent Services helped handle the transition to ... Read more	Zeke Capital Duration: 7:20 Drawn to APX because of its industry leading reporting, Kate Miller, Zeke Capital, discusses how also having the all their data and tools in one system simplifies their workflows and speeds their response time to client requests. Close Drawn to APX because of its industry leading reporting, Kate Miller, Zeke Capital, discusses how also having the all their data ... Read more
Clifton Gunderson Wealth Advisors Duration: 4:52 Capitalizing on the SSRS reports and the built-in CRM of APX, Joey Frayne, Clifton Gunderson Wealth Advisors, talks about the benefits of having all their critical information at their fingertips on a single system. Close Capitalizing on the SSRS reports and the built-in CRM of APX, Joey Frayne, Clifton Gunderson Wealth Advisors, talks about the ... Read more	Heck Capital Advisors Duration: 4:57 The integration of APX and Moxy helps Kenneth Heck, Heck Capital Advisors, track and analyze their fixed income assets and gives their firm faster response time to clients, compelling reporting, direct access to their data, and helpful CRM information. The result- Stronger relationships and more focus on their clients. Close The integration of APX and Moxy helps Kenneth Heck, Heck Capital Advisors, track and analyze their fixed income assets and gives ... Read more
State Street Duration: 5:22 Offering the Advent suite as an outsourced solution, Ann Murphy & Tammy Perry from State Street discuss the benefits of Advent’s customized solutions including easy integration and substantial reduction of risk and costs. Close Offering the Advent suite as an outsourced solution, Ann Murphy & Tammy Perry from State Street discuss the benefits of ... Read more	Vaughan Nelson Investment Management Duration: 6:09 Belinda Denn, Manager of Operations, Vaughan Nelson Investment Management, 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. Close Belinda Denn, Manager of Operations, Vaughan Nelson Investment Management, talks about how Advent Portfolio Exchange (APX) ... Read more
Plante Moran Duration: 3:34 Chris Bluhm, Plante Moran, talks about how APX is used by his entire firm- planners, relationship managers, the back office, etc. – all of whom are leveraging the easy access to custom dashboards and data. Close Chris Bluhm, Plante Moran, talks about how APX is used by his entire firm- planners, relationship managers, the back office, etc. ... Read more	Trillium Asset Management Duration: 4:50 Discussing the benefits of centralized reporting and dashboards, Michelle McDonough & Bill Noland of Trillium Asset Management talk about the importance of data integrity in improving their operations. Close Discussing the benefits of centralized reporting and dashboards, Michelle McDonough & Bill Noland of Trillium Asset ... Read more
Detwiler Fenton Investment Management Duration: 5:47 After leaving UBS and joining Detwiler Fenton Investment Management for more autonomy, Mitchell Goldfeld chose Advent to help demonstrate their reliability and to provide the framework to grow their assets without adding overhead. Close After leaving UBS and joining Detwiler Fenton Investment Management for more autonomy, Mitchell Goldfeld chose Advent to help ... Read more	Murphy Middleton Hinkle & Parker Inc. Duration: 4:54 Mark Parker, Murphy Middleton Hinkle & Parker Inc., discusses the client service benefits of the many functions of APX-- including portfolio accounting, CRM, performance analytics and audit, all on one platform. Close Mark Parker, Murphy Middleton Hinkle & Parker Inc., discusses the client service benefits of the many functions of APX-- ... Read more
Northern Trust Investment Duration: 4:51 Megan Evans, Manager of Analytical & Reporting Services, Northern Trust Investment, discusses how Northern Trust eliminated numerous, disparate applications by consolidating CRM, reporting, marketing and portfolio management onto Advent Portfolio Exchange (APX). Close Megan Evans, Manager of Analytical & Reporting Services, Northern Trust Investment, discusses how Northern Trust eliminated ... Read more	Silver Bridge Advisors Duration: 3:43 Chris Parker, Director of Operations, Silver Bridge Advisors, discusses how as a wealth manager the integration of Advent’s portfolio management system, with CRM, and the trading system, improves their client service. With a single platform utilized by both their client advisors and operations staff, Silver Bridge knows their data is accurate and up-to-date, which helps them be more confident and responsive to clients. Close Chris Parker, Director of Operations, Silver Bridge Advisors, discusses how as a wealth manager the integration of Advent’s ... Read more
Operational Trends Duration: 3:10 Consolidating platforms, securing data, audit trails, prospecting, and customizing and automating reporting are all hot topics Advent’s Michele Holton is hearing as she meets with dozens of operational personnel from a variety of firm types and sizes. Close Consolidating platforms, securing data, audit trails, prospecting, and customizing and automating reporting are all hot topics ... Read more	What's New in APX 3.0 Duration: 8:54 Chosen by over 600 firms in 30 countries, Advent’s APX delivers real benefits to your firm. Hear why Advent Portfolio Exchange 3.0 (APX) is the best solution for managing portfolios and relationships. Pete Hess will discuss the latest enhancements for reporting, data access, and CRM. Close Chosen by over 600 firms in 30 countries, Advent’s APX delivers real benefits to your firm. Hear why Advent Portfolio Exchange ... Read more
Wealth Managers and APX Duration: 2 min 5 sec Shana Bruner discusses how Advent Portfolio Exchange® (APX), with its built-in CRM and powerful standard and SSRS reporting capabilities, helps wealth managers differentiate themselves through improved client service. Close Shana Bruner discusses how Advent Portfolio Exchange® (APX), with its built-in CRM and powerful standard and SSRS reporting ... Read more