Advent Portfolio Exchange (APX)
Integrated portfolio and client management for asset managers
About Advent Portfolio Exchange (APX)
Advent Portfolio Exchange (APX) is a unified platform that connects front, middle, and back offices, streamlining portfolio accounting, reporting, and client relationship management. With multi-asset, multi-currency support, customizable dashboards, and robust analytics, APX helps firms scale operations while maintaining compliance and delivering insights. Part of the Advent Investment Suite, it offers flexible deployment options and integrates seamlessly with outsourcing services.
FAQ
APX can rebalance 1,000 portfolios in 35 seconds.
APX provides a centralized, scalable platform for portfolio, relationship, and prospect data.
Yes, APX can be deployed locally or delivered via the cloud, with or without outsourcing services.
APX offers a vast library of standard reports, automated report packaging, performance analytics, and flexible custom reporting.
APX includes composite management support for GIPS compliance.
APX supports multi-currency and multi-asset class coverage.
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