+
+

Related Products

  • Dynamo Software
    68 Ratings
    Visit Website
  • Sharesight
    529 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • eToro
    30,487 Ratings
    Visit Website
  • Datasite Diligence Virtual Data Room
    619 Ratings
    Visit Website
  • Planview Portfolios
    202 Ratings
    Visit Website
  • CoinStats
    101,067 Ratings
    Visit Website
  • Coinbase
    10 Ratings
    Visit Website
  • gtechna
    19 Ratings
    Visit Website
  • BetterPic
    1,054 Ratings
    Visit Website

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.

About

Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. It’s time for greater efficiency, faster insights and better investment decisions. Accelerate public and private asset data collection. Gain better insight into hedge fund managers, private equity and alternative investments. Transform investment data into useful intelligence. Extend your team with data operations and exposure analysts. Managing multi-asset class portfolios with allocations to hedge funds, private equity, real assets, mutual funds, ETFs and direct securities means managing hundreds, or even thousands of data points. Investment data comes in different formats, is updated at different times and is located in multiple system. Solovis is the centralized portfolio management technology platform that can automate investment data collection and deliver actionable insights.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a powerful portfolio accounting and reporting solution

Audience

Investment advisers and broker-dealers in need of a solution to ensure compliance while being keeping up with regulations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Solovis
Founded: 2013
United States
www.solovis.com

Alternatives

Alternatives

FundCount

FundCount

FundCount Americas
Allvue

Allvue

Allvue Systems
PackHedge™

PackHedge™

FinLab Solutions SA
PackHedge™

PackHedge™

FinLab Solutions SA

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim Advent Portfolio Exchange and update features and information
Claim Advent Portfolio Exchange and update features and information
Claim Solovis and update features and information
Claim Solovis and update features and information