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.

Integrations

No integrations listed.

Ratings/Reviews

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

Company Information

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

Videos and Screen Captures

Advent Portfolio Exchange Screenshot 1
Other Useful Business Software
Auth0 B2B Essentials: SSO, MFA, and RBAC Built In Icon
Auth0 B2B Essentials: SSO, MFA, and RBAC Built In

Unlimited organizations, 3 enterprise SSO connections, role-based access control, and pro MFA included. Dev and prod tenants out of the box.

Auth0's B2B Essentials plan gives you everything you need to ship secure multi-tenant apps. Unlimited orgs, enterprise SSO, RBAC, audit log streaming, and higher auth and API limits included. Add on M2M tokens, enterprise MFA, or additional SSO connections as you scale.
Sign Up Free

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Online

Advent Portfolio Exchange Frequently Asked Questions

Q: What kinds of users and organization types does Advent Portfolio Exchange work with?
Q: What languages does Advent Portfolio Exchange support in their product?
Q: What kind of support options does Advent Portfolio Exchange offer?
Q: What type of training does Advent Portfolio Exchange provide?

Advent Portfolio Exchange Product Features