Client Relationship Management

Robust Client Relationship Management

Leverage a Single Source for Client Relationship Management
Advent Portfolio Exchange (APX) includes a central resource for managing client relationships.  APX is Advent’s award winning end-to-end solution integrating all phases of the investment management process.  Portfolio managers, operations staff, relationship managers and marketing representatives throughout your firm can quickly access the information they need to perform their respective client service roles, with data on each client such as:

• Wrap, institutional, individual or other accounts
• Discretionary or non-discretionary status
• Sector preferences  

Learn more about Advent Portfolio Exchange