Overview

Change the game

In today’s complex and competitive investment landscape, you need to be on top of your game. And the right technology can stack the odds in your favor.

APX provides one central, scalable platform for all your portfolio, relationship, and prospect data.

With APX, your firm will benefit from: easy access to true multi-asset, multi-currency accounting and performance information with the ability to settle in the currency of your choice; customizable dashboards; a vast standard report library; and robust custom reporting capabilities; Moreover, APX, is the cornerstone of a fully-integrated, best of breed suite offering rebalancing order management; execution; pre- and post-trade compliance; revenue management and more

Grow your business on APX: a scalable platform that allows you to take on more clients and assets without needing more staff.

Features & Benefits

  • Vast library of standard reports
  • Automated report packaging
  • Flexible custom reporting
  • Multi-currency, multi-asset class coverage
  • Performance analytics
  • Composite management support for GIPS compliance
  • Part of a fully integrated front-to-back suite
  • Highly scalable
  • Deployed locally or cloud-delivered with or without outsourcing services
As an asset manager, we have to be completely on point with everything that we send out to clients and consultants. They're requiring a lot more due diligence. APX allows us to easily comply with those requests.
Erika Donalds, Chief Financial Officer
Hartman, Maher & Co., LLC
Advent Portfolio Exchange

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Learn more about APX

For over 800 asset managers, wealth managers and family offices around the world, the game-changing solution is Advent Portfolio Exchange® (APX). It is not just the first integrated portfolio management and client relationship management solution, it is also the first to span the entire enterprise - front, middle, and back offices - on a single platform. Find out how APX could provide best-of-breed integration, right across your organization.

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