The Solution

Simplify portfolio accounting and reporting

In a complex and competitive investment landscape, you need to be on top of your game. The right technology can stack the odds in your favor. Enter Advent Portfolio Exchange (APX): the world’s first integrated client relationship management and portfolio management solution. Part of the powerful Advent Investment Suite, APX connects your entire enterprise - front, middle, and back offices - on a single platform.

Simplify operations with a centralized, scalable platform for all your portfolio, relationship, and prospect data.

Why choose this solution

document mgmt library files icon
Vast library of standard reports Automated report packaging
portfolio mgmt icon
Performance analytics
scalability icon
Highly scalable
flexibility icon
Flexible custom reporting
governance icon
Composite management support for GIPS compliance
managed services icon
Customized delivery (deployed locally or cloud-delivered with or without outsourcing services)
currency icon
Multi-currency, multi-asset class coverage
front to back icon
Fully integrated front-to-back suite
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

Complementary solutions

Advent Genesis

Scale your business with a cloud-based portfolio construction and rebalancing solution.

Learn More
Advent Managed Services

With Advent Managed Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

Learn More
Advent Revenue Center

Streamline billing and revenue management workflows.

Learn More
Black Diamond Link for APX and Axys

Black Diamond Link leverages key features of the Black Diamond Wealth Platform to help elevate your client conversations.

Learn More

Request a demo

Join 800+ asset managers, wealth managers and family offices around the world. With easy access to true multi-asset, multi-currency accounting and performance information, customizable dashboards, a vast standard report library, robust custom reporting capabilities and more, APX will allow you to take on more clients and assets — without needing more staff.