Advent Portfolio Exchange

Simplify portfolio accounting and reporting.

In today’s complex and competitive investment landscape, making fast and informed decisions in compliance with client mandates and regulatory demands is crucial for any investment manager. This calls for accurate and timely data, and operational workflows to process and surface business-critical information efficiently across the firm. This is where SS&C Advent delivers true value.

Asset managers, wealth managers and family offices around the world rely on Advent Portfolio Exchange® (APX) to serve their clients and act as a centralized book of record for their business. As an integrated solution for portfolio management, performance measurement, accounting and reporting, it brings together the work of the front, middle and back office, all in one place. APX enables investment managers to easily oversee portfolios and strategies for individuals, institutions and funds, and track holdings, transactions and performance while keeping control all along.

 

Find out how Advent Portfolio Exchange® can increase operational efficiencies. Contact us for more information.