In today’s complex and competitive investment landscape, you need to be on top of your game. And the right technology can stack the odds in your favor.
APX provides one central, scalable platform for all your portfolio, relationship, and prospect data.
With APX, your firm will benefit from: easy access to true multi-asset, multi-currency accounting and performance information with the ability to settle in the currency of your choice; customizable dashboards; a vast standard report library; and robust custom reporting capabilities; Moreover, APX, is the cornerstone of a fully-integrated, best of breed suite offering rebalancing order management; execution; pre- and post-trade compliance; revenue management and more
Grow your business on APX: a scalable platform that allows you to take on more clients and assets without needing more staff.
Advent Portfolio Exchange (APX)
simon r.
Advanced user of Advent Portfolio Exchange (APX)
★★★★★
Good blend of CRM and Portfolio Admin functionality, but has limits
What do you like best?
The UI/UX is simple and intuitive. The ease of transitioning from Portfolio Admin view to CRM view helps in bridging the client context to the assets they own. Ability to create custom client fields/data is essential and the product does this well.
What do you dislike?
From a Portfolio Admin perspective, the product does not easily support complex trading instruments. This means processes need to be developed outside of the system and then posted back into the accounts. Also, custom end-user reporting is limited, so you have to develop this outside of the system as well.
Recommendations to others considering the product:
Understand the instruments you required to administrate and for the most complex ones, make sure the vendor shows you how the applications support them.
What problems are you solving with the product? What benefits have you realized?
Cost effective way to manage client relationships and administer their assets.
Review source: G2.com
