Advent Portfolio Exchange Description

You need to be a leader in a competitive and complex investment environment. Technology can help you win. Advent Portfolio Exchange (APX), the world's best integrated client relationship management and portfolio manager solution, is now available. APX is part of the powerful Advent Portfolio Suite and connects your entire organization - front, back, and middle - all from one platform. Customized delivery (locally or cloud-delivered with outsourced services). GIPS compliance support through composite management. APX allows you to manage almost all asset types from one technology platform. It can handle standard investment products like equities and fixed income, mutual funds as well as FX, FX, derivatives, and alternative investments such as private equity. This reduces manual workarounds and improves accuracy. It also provides a timely, comprehensive view on portfolios, strategies and cash.

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Company Details

Company:
SS&C Advent
Year Founded:
1983
Headquarters:
United States
Website:
www.advent.com/solutions/advent-portfolio-exchange/

Media

Advent Portfolio Exchange Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Online

Advent Portfolio Exchange Features and Options