Advent Portfolio ExchangeSS&C Advent
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Avaloq WealthAvaloq
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Related Products
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About
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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About
Automate your wealth offering with our all-in-one solution. Your investment advisers, portfolio managers, and relationship managers can rely on products designed and regularly tested by wealth management specialists. Tailored investment strategies for your clients are created on a single platform, ensuring consistency across all teams. Automated risk analysis and monitoring increase your control throughout the investment journey. Avaloq Wealth also supports the management of client relationships with a 360-degree client view and a shorter onboarding time for new clients by automating manual processes. Maintain consistency in client relationship management and investment strategies across the entire front and investment office. Increase your productivity with the automatic identification of new sales opportunities. Save your portfolio managers’ time by automating manual processes and compliance tasks. Leverage user-centric and client-ready software created and tested.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a powerful portfolio accounting and reporting solution
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Audience
Wealth managers and investment advisers requiring a solution to manage and automate their wealth offering services
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSS&C Advent
Founded: 1983
United States
www.advent.com/solutions/advent-portfolio-exchange/
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Company InformationAvaloq
Founded: 1991
Switzerland
www.avaloq.com/solutions/products/avaloq-wealth
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Categories |
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Integrations
Amazon Web Services (AWS)
Kubernetes
Red Hat OpenShift
icCube
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