Solution introduction
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
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
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.
