Audience

Companies searching for a powerful portfolio accounting and reporting solution

About Advent Portfolio Exchange

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 Investment Suite, APX connects your entire enterprise - front, middle, and back offices - on a single platform. Customized delivery (deployed locally or cloud-delivered with or without outsourcing services). Composite management support for GIPS compliance. APX enables you to manage virtually all asset types on a single technology platform. It handles standard investment products such as equities, fixed income, mutual funds, FX and derivatives, as well as alternative investments like private equity. This helps alleviate manual workarounds, improve accuracy, and delivers a timely, comprehensive view of portfolios, strategies, positions, and cash.

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Company Information

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

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
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Support
Online

Advent Portfolio Exchange Frequently Asked Questions

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Advent Portfolio Exchange Product Features