Integrated CRM

Serve clients better with APX’s fully integrated Client Relationship Management.

To provide excellent client service, investment managers must be able to access client data quickly and use it constructively. With Advent Portfolio Exchange® (APX), you can access both client and portfolio data quickly and easily, allowing you to more effectively manage relationships and enhance client service.

• Establish contact-to-contact relationships to view the complete picture of a relationship and related portfolios.
• Seamlessly click from the contact information into the portfolio information to view holdings, performance, and other account data.
• Track customizable preferences and other data about contacts to use for a quick reference or as search criteria for reporting.
• APX includes Microsoft Exchange integration that automatically synchronizes meetings, appointments, and contacts with Outlook.

With complete and accurate portfolio and personal information readily available, 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.