Advent Portfolio Exchange (APX)

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

Sharpen your decisions with reliable data at your fingertips. 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 and on the same page. 

Deployed in your offices or cloud-delivered via Advent Outsourcing Services, APX strengthens your client service and marketing with all your portfolio, relationship and prospect data on one central platform. People can access the information they need quickly, with customizable dashboards, a vast report library and robust custom reporting capabilities.

Support for global investing: APX allows true multi-asset, multi-currency accounting, with the ability to settle in the currency of your choice. 

Part of fully integrated suite: Seamless suite integration with robust rebalancing, order management, execution, pre- and post-trade compliance, revenue management, and more. 

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


Portfolio management
Performance measurement
Portfolio accounting
Client management


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


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


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.


William Jones Investment Management (APX)

Ziegler Capital Management


Have You Outgrown Your Portfolio Management System?
Portfolio Management in the Era of Transparency
Advent Portfolio Exchange

Advent SS&C Portfolio Exchange (APX)

Portfolio Management, Performance Analytics, and CRM Solution

Advent SS&C Portfolio Exchange (APX), 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.


Advent Portfolio Exchange Reports Guide
Advent Portfolio Exchange Reports Guide (Abridged)
Black Diamond Link for Advent Portfolio Exchange
Advent Portfolio Exchange 18.2 System Requirements

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.

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