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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

In today's intricate and fiercely competitive investment environment, staying ahead of the curve is essential. Leveraging the right technology can significantly increase your chances of success. Introducing Advent Portfolio Exchange (APX), recognized as the first all-in-one solution for both client relationship management and portfolio management. As a key component of the robust Advent Investment Suite, APX integrates all aspects of your organization—front, middle, and back offices—into a cohesive platform. It offers tailored deployment options, whether installed locally or delivered via the cloud, with or without additional outsourcing services. With comprehensive support for composite management to ensure GIPS compliance, APX allows for the management of nearly every asset class on a unified technology platform. It adeptly manages standard investment vehicles such as equities, fixed income, mutual funds, foreign exchange, and derivatives, alongside alternative assets like private equity. This integration minimizes the need for manual processes, enhances accuracy, and provides a timely and thorough overview of portfolios, strategies, positions, and cash flow. Ultimately, APX empowers you to navigate the complexities of investment management with greater ease and efficiency.

Description

Planr is a specialized software designed for private equity firms to effectively monitor their portfolio by integrating scattered data from various sources into a cohesive and reliable operating framework. By consolidating information from spreadsheets, PDFs, board packs, ERP, CRM, and financial systems, it ensures that KPIs and reporting are standardized throughout the portfolio. The software facilitates various functions such as portfolio monitoring, financial and operational reporting, tracking value creation, managing forecasting workflows, and generating reports for boards and limited partners, thereby enhancing performance visibility at the portfolio level. Tailored for private equity operating teams, finance departments, investors, and leaders of portfolio companies, Planr significantly reduces the need for manual data consolidation, streamlines reporting processes, and establishes a trustworthy data foundation across all owned entities. With its user-friendly interface and robust features, Planr ultimately empowers firms to make informed decisions backed by accurate and timely data.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SS&C Advent

Founded

1983

Country

United States

Website

www.advent.com/solutions/advent-portfolio-exchange/

Vendor Details

Company Name

Planr

Founded

2024

Country

Ireland

Website

wwwplanr.com

Product Features

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