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Advent Portfolio Exchange Information Kit

Advent Portfolio Exchange (APX) sets the standard for portfolio management technology. View a demo and learn how other firms are using APX to increase operational efficiencies, improve compliance, and enhance client service. Our Information Kit is immediately accessible after completing a short form.

 

CASE STUDIES

  • Altamount Capital Management
    Altamount Capital Management was established in March 2009, becoming the first multi-family office to launch in India. One of the key features the firm required was an ability to view each family’s holdings at various levels: for example, at an empire level, a family level, sub-family level, individual level and portfolio level. “While all the software offered that capability, Advent’s functionality in this area was far superior,” says Mr. Joshi
  • Athena Capital Advisors
    Athena was one of the earliest firms to adopt Advent Portfolio Exchange. Now, 4 years later, they have migrated to APX 3.0 to take advantage of new functionality that is immediately beneficial to their firm, including: expanded access to derived data and an advanced reporting framework. Alan Slaughter, Reporting Associate, commented, “We consider APX the best-of-breed for keeping track of information. And 3.0 really expands on that because we actually have access to APX’s calculation power more than we could before. Things we used to have to do manually we can now do quickly and easily utilizing the new accounting functions.”
  • Gardner Russo & Gardner
    Running up against shortcoming in their previous portfolio accounting system, GRG has found that, “Consolidating everything into one location (APX) has meant that efficiency and accuracy were greatly enhanced.” More recently, being among the first firms to implement the newest release, and working with Advent on fine-tuning the latest enhancements, GRG has been able to take advantage of the increased data flexibility, enhanced reporting, dashboards and streamlined report packaging.
  • MainFirst Asset Management
    To meet the service expectations of its institutional clients and attract new mandates to drive the firm’s ambitious growth plans, MainFirst Asset Management needed to replace its legacy infrastructure with a sophisticated technology platform, says Björn Kogler, Head of Operations, Asset Management at MainFirst Bank. “We are a pure asset manager, and we needed a system from an international vendor with the tools to support that business. Advent’s software fitted those requirements the best.”

WHITE PAPER

  • Data Conversion
    This informative, eight-page white paper is designed to help firms weigh data conversion options and tradeoffs.

VIDEO

  • Northern Trust Investment
    Megan Evans, Manager of Analytical & Reporting Services, discusses how Northern Trust eliminated numerous, disparate applications by consolidating CRM, reporting, marketing and portfolio management onto Advent Portfolio Exchange (APX).
  • Vaughan Nelson Investment Management
    Belinda Denn, Manager of Operations, talks about how Advent Portfolio Exchange (APX) enhances their client service and simplifies their operations. The enhanced fixed income functionality, integrated CRM, automated reporting, and SSRS capabilities were especially critical to their operational improvements.
  • Heck Capital Advisors
    The integration of APX and Moxy helps Kenneth Heck, track and analyze their fixed income assets and gives their firm faster response time to clients, compelling reporting, direct access to their data, and helpful CRM information. The result- Stronger relationships and more focus on their clients.
  • Outsourcing with Advent OnDemand
    Advent OnDemand offers Advent’s award-winning suite of investment solutions through the Software-as-a-Service model (SaaS), with or without data management and reconciliation. Jason Johnson from Advent discusses how Advent’s 10 years of experience in outsourcing gives our clients a team of subject matter experts in our solutions, technology and industry best practices.

DEMO

  • Advent Portfolio Exchange Product Demonstration
    Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.

PRODUCT BRIEF

  • Advent Portfolio Exchange Overview
    Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.

REPORTS

  • APX Sample Reports
    See examples of the polished, professional-quality reports available to you with Advent Portfolio Exchange.