Advent Portfolio Exchange Information Kit

Advent Portfolio Exchange (APX) sets the standard for portfolio management technology. View a demo and learn how other firms are using APX to increase operational efficiencies, improve compliance, and enhance client service. Our Information Kit is immediately accessible after completing a short form.

CASE STUDIES

Cornerstone
APX plays a big role in helping Cornerstone account for its wide array of investment products. Commented Jeff Huse, Cornerstone’s managing director for technology, “We extend the functionality of APX to a number of systems to facilitate automation of our pooled funds accounting, our fund-of-funds, and our proprietary private equity and real estate products.” The newest version of APX builds on the system’s integrated platform and scalability to deliver even greater power, flexibility and ease of use.
NewSouth Capital Management
As someone who has seen APX evolve from its very beginnings—Andrew MacQueen, Vice President at NewSouth Capital Management, is well positioned to comment on the most recent enhancements to APX. “The functionality and what I call the 'fit and finish’ of APX has gotten better and better with each version. It keeps getting more user friendly, it’s becoming sleeker and it’s doing more things. It’s solid progress on a lot of different fronts.” Enhancements to APX include: advanced search capabilities, easier-to-use user interface, two-way Microsoft Exchange synchronization and Outlook email capture, ability to set up recurring tasks and enhanced fixed-income reporting.

WHITE PAPER

Data Conversion
This informative, eight-page white paper is designed to help firms weigh data conversion options and tradeoffs.

VIDEO

Operational Trends
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. (3:10)

DEMO

Advent Portfolio Exchange Product Demonstration
Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.

PRODUCT BRIEF

Advent Portfolio Exchange Overview
Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.

REPORTS

APX Sample Reports
See examples of the polished, professional-quality reports available to you with Advent Portfolio Exchange.