The Solution

Simplify portfolio accounting and reporting

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.

Simplify operations with a centralized, scalable platform for all your portfolio, relationship, and prospect data.

Why Choose This Solution

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Vast library of standard reports Automated report packaging
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Performance analytics
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Highly scalable
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Flexible custom reporting
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Composite management support for GIPS compliance
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Customized delivery (deployed locally or cloud-delivered with or without outsourcing services)
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Multi-currency, multi-asset class coverage
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Fully integrated front-to-back suite
Featured product brief

Advent Portfolio Exchange®

Built on the robust infrastructure of the Genesis platform, Data Lens for APX resolves data integration, aggregation, and visualization challenges while it strengthens analytic and reporting capabilities to deliver truly insightful business intelligence.

Gather aligned, consistent intelligence through user-friendly dashboards and reports that are securely accessible via the cloud, making it simple to distribute APX data to a larger audience.

Gain more time to derive insights and act on the power of your investment information with Genesis Data Lens.

View the product brief
Integrated Aligned Powerful Business Intelligence Brief Thumbnail
As an asset manager, we have to be completely on point with everything that we send out to clients and consultants. They're requiring a lot more due diligence. APX allows us to easily comply with those requests.

Erika Donalds Chief Financial Officer, Hartman, Maher & Co., LLC

Request a demo

Join 800+ asset managers, wealth managers and family offices around the world. With easy access to true multi-asset, multi-currency accounting and performance information, customizable dashboards, a vast standard report library, robust custom reporting capabilities and more, APX will allow you to take on more clients and assets — without needing more staff.