Advent Portfolio Exchange

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

Get the full view of your business

Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to portfolio managers to operations – on the same platform. Deployed in the cloud or on site, APX centralizes all your portfolio, client and prospect marketing data on one platform. People can get the information they need quickly, with customizable dashboards, a vast report library and robust custom reporting capabilities.

BUSINESS NEEDS ADDRESSED

1
Portfolio management
2
Performance measurement
3
Portfolio accounting
4
Reconciliation
5
Reporting
6
Client management

FEATURES YOU'LL NEED

Vast library of standard management and client reports
Flexible custom reporting using Microsoft® SQL Server Reporting Services
Customizable dashboards for recurring summary data at a glance
Automated report packaging to speed period-end reporting and improve accuracy
Performance analytics to help you understand and explain performance
Composite management support for GIPS compliance
Built-in business intelligence for firm owners and executives
Compliance readiness with multiple security layers and audit trails
Adaptability to changing regulatory requirements worldwide
Technology partner network to extend capabilities

MORE FEATURES

Sharpen your decisions with reliable data at your fingertips
Use analytics to fine-tune your portfolios and explain performance to clients
Respond quickly to client inquiries with the right answers
Shave days off your client reporting cycle
See how your business is performing overall – and why
Grow your business on a scalable platform without growing your headcount
Reduce IT infrastructure and maintenance costs with cloud deployment

FEATURED CLIENT STORY

Plante Moran

Chris Bluhm, Plante Moran, talks about how APX is used by his entire firm- planners, relationship managers, the back office, etc. - all of whom are leveraging the easy access to custom dashboards and data.

MORE CLIENT STORIES


Connor, Clark & Lunn Financial Group

Ziegler Capital Management

Featured White Paper

Performance Attribution

ADDITIONAL RESOURCES

Business intelligence essentials
Family Office Technology
Have You Outgrown Your Portfolio Management System?
Portfolio Management in the Era of Transparency
Black Diamond Link for Advent Portfolio Exchange

Advent Portfolio Exchange

Portfolio Management, Performance Analytics, and CRM Solution

Advent Portfolio Exchange, the integrated portfolio management and client service solution, automates all phases of the investment management process from marketing to reporting. In addition to industry leading reporting, built-in CRM and compliance, APX now includes performance analytics to give you deeper insight into results.

ADDITIONAL RESOURCES

Advent Portfolio Exchange Product Brief
Advent Portfolio Exchange System Requirements 16.2
Advent Portfolio Exchange Reports Guide
Advent Portfolio Exchange Reports Guide (Abridged)
Recorded Web Seminar: Gain Insight with APX 12.03.14

Next Steps

Want to know more about Advent Portfolio Exchange? Talk to one of our solution specialists. No sales pitch, just straight answers to help you make an informed decision.

Request a Live Demo

Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605

Or visit our Worldwide Offices page and locate one of our representatives at an office near you.

Email Us: info@advent.com