Robust Client Relationship Management

Fast Access to Comprehensive Data for Prospecting, Marketing, and CRM

• 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 data quickly and easily, allowing you to enhance client service.
• Easily share a specific address with multiple contact records.
• Store up to three email addresses for each contact.
• 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.
• Easily view a list of interested parties who share an interest in the same portfolios as a contact.
• Track customizable preferences and other data about contacts to use for a quick reference or as search criteria for reporting.
• Maintain current and historical activity records with information about scheduled or completed tasks and events and synchronize with Microsoft Outlook — telephone calls, appointments, and research.
• Take advantage of more than 25 different standard views, including views for contacts, contact addresses, interested parties, activities, and portfolio holdings.
• View the details of each client's customized reports in period-end reporting packages.