Sales & Marketing

Unparalleled client service

With complete and accurate account information readily available, superior reporting capabilities, and the ability to automate the customized reporting your clients are demanding, 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.

Advent Portfolio Exchange (APX) fully integrates all investment management processes, including portfolio management, performance analytics, reporting, customer relationship management and marketing. This enterprise solution leverages a single database to deliver critical client and prospect information to operations, marketing and portfolio managers via a web-based user interface.

Clearer insight into performance

APX incorporates performance analytics, including performance attribution that enable you to analyze the sources of portfolio performance down to the individual security level. Not only does this make for better decisions, but it empowers you to explain results and demonstrate value to clients.

Learn more about Advent Portfolio Exchange