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Advent Portfolio Exchange®
Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to portfolio managers to operations – on the same platform. Deployed in the cloud or on site, APX centralizes all your portfolio, client and prospect marketing data on one platform. People can get the information they need quickly, with customizable dashboards, a vast report library and robust custom reporting capabilities.

  • Portfolio management
  • Performance measurement
  • Portfolio accounting
  • Reconciliation
  • Reporting
  • Client management

Click here for  more information, documentation and pre-recorded demo of APX.

Advent and APX are registered trademarks of Advent Software, Inc.
  • Vast library of standard management and client reports
  • Flexible custom reporting using Microsoft® SQL Server Reporting Services
  • Customizable dashboards for recurring summary data at a glance
  • Automated report packaging to speed period-end reporting and improve accuracy
  • Performance analytics to help you understand and explain performance
  • Composite management support for GIPS compliance
  • Built-in business intelligence for firm owners and executives
  • Compliance readiness with multiple security layers and audit trails
  • Adaptability to changing regulatory requirements worldwide
  • Technology partner network to extend capabilities


  • Sharpen your decisions with reliable data at your fingertips
  • Use analytics to fine-tune your portfolios and explain performance to clients
  • Respond quickly to client inquiries with the right answers
  • Shave days off your client reporting cycle
  • See how your business is performing overall – and why
  • Grow your business on a scalable platform without growing your headcount
  • Reduce IT infrastructure and maintenance costs with cloud deployment

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107 Kifisias Ave. & Panormou, Athens 115 24, Greece
Tel: +30 210 33 17 374