Advent Portfolio Exchange Demo

Advent Portfolio Exchange® (APX) sets the standard for portfolio management technology. This end-to-end solution integrates all phases of the investment management process -– portfolio management, performance analytics, accounting and reporting, client relationship management, and marketing. Chosen by over 600 firms in 30 countries, Advent's APX delivers real benefits to your firm, including greater operational efficiency, enhanced client service, greater speed and accuracy, improved compliance and security, and lower operating costs and risks.

With over 200 standard reports, as well as specific wealth management reports, APX offers the most comprehensive standard report library in the industry. If your firm desires to create customized reports, Advent Portfolio Exchange leverages Microsoft SQL Server Reporting Services (SSRS), the industry standard for designing and distributing reports. Users can create customized reports specific to client requests, or choose a newly designed standard report from APX’s award-winning library. APX offers you unprecedented flexibility and control over the content and format of your firm’s reports. (6 min)

APX has flexible deployment options through Advent OnDemand, including on-site installation, to managed hosting, to a fully outsourced environment with investment performance reporting and reconciliation services.