Advent Portfolio Exchange (APX)

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Overview

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.

Key Features

- 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

Key Benefits

- 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 enquiries 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

Product/Service details

User Suitability (Capital Markets & Investment)
Wealth Managers
Geographic Availability
Africa, Asia-Pacific, Europe, Latin America, Middle East, North America
Asset Class Coverage
Bonds, Commodities & Energy, Equities, Foreign Exchange (FX), Funds, Futures, Options and other Derivatives, Money Markets, Structured Products