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Advent Portfolio Exchange

 
Comprehensive Portfolio Management Solution
Advent Portfolio Exchange 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 145 firms in 13 countries, Advent Portfolio Exchange delivers critical, tangible benefits: greater operational efficiency, enhanced client service, greater speed and accuracy, improved compliance and security, and lower operating costs and risks. The system’s key features include:

• Built-in performance analytics 
• Comprehensive security coverage and support
• GIPS - compliant performance measurement and reporting
• Client relationship management
• Automated reporting and packaging
• Automated electronic interfaces with third-party service providers

Maximize Operational Efficiency with a Single Platform
Advent Portfolio Exchange leverages a single SQL database to deliver critical client and prospect information to operations, marketing and portfolio managers via a web-based user interface.  Having a single technology platform across multiple lines of business eliminates the need to transfer or re-enter client and portfolio information among different databases, saving time and reducing errors.

Gain a Competitive Edge in Client Service
With complete and accurate account information readily available, superior reporting capabilities, and the ability to automate customized reports for clients, your firm will be able to provide more responsive and proactive service that sets you apart from the competition – resulting in improved client acquisition and retention rates.