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
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

Advent Portfolio Exchange

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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.