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 Invesment 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

• Vast library of standard reports automated report packaging
• Flexible custom reporting
• Multi-currency, multi-asset class coverage
• Performance analytics
• Composite management support for GIPS compliance
• Fully integrated front-to-back suite
• Highly scalable
• Customized delivery (deployed locally or cloud-delivered with or without outsourcing services)