Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

The iPM Portal seamlessly blends portfolio management tools with CRM capabilities, offering users a comprehensive perspective on their portfolio details, which encompass analytics as well as contact data for accounts, portfolios, and composites. Additionally, our wealth management reporting platform features client access options that enhance the digital experience for end-users. This wealth management solution boasts customizable dashboards tailored for individual, bespoke, or aggregated accounts, making it versatile for various user needs. Among its offerings are tools for portfolio management and investment reporting, along with onboarding functionalities for investment management. Users can benefit from performance analytics and detailed portfolio data, covering aspects such as rates of return, holdings, and transactions relevant to investment managers. Furthermore, the client portal serves as a secure and informative interface, allowing clients to easily access their account information while providing a web-based view of reporting, transactions, and essential documents. This holistic approach ensures that both clients and managers have the insights they need for informed decision-making.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook

Integrations

Microsoft Outlook

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

INDATA AI

Country

United Kingdom

Website

www.indataipm.com/portfolio-management-software/

Product Features

Alternatives

Alternatives

Axys Reviews

Axys

SS&C Advent
Mobius Wealth Reviews

Mobius Wealth

Profile Software
Allvue Reviews

Allvue

Allvue Systems