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Key Features

  • Diverse security coverage
  • Supports the CFA Institute’s AIMR-compliant presentation of performance measurement and reporting
  • Tax-sensitive investment management tools
  • Integration with more than 400 data providers, trust accounting, general ledger, and other third-party portfolio analytic tools
  • Customizable reporting and graphics for management reporting, decision support and client presentation
  • Investment Tracking and Reporting

Next Steps

Axys datasheet
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The Most Reliable Portfolio Management, Reporting and Accounting System

Axys® portfolio management solution brings your firm the benefits of automation in an easy-to-use, turnkey solution requiring minimal IT support. Increase productivity, improve accuracy and get a clear picture of your portfolios and their performance. With an extensive library of pre-defined reports plus easy report customization, Axys helps thousands of investment firms do more in less time. It’s the most widely used portfolio management solution in the industry.


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

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

Advent and Axys are registered trademarks of Advent Software, Inc. 


  • GIPS-compliant performance measurement
  • Automated reconciliation of trade information, settlement data, transactions and positions
  • Flexibility in tax treatment
  • Technology partner network to extend capabilities
  • Customizable reporting and graphics
  • Multicurrency accounting and reporting
  • Support for a wide range of securities – cash, equities and fixed income


  • Be better prepared for an examination or regulatory request
  • Increase productivity and reduce operating risks through automation
  • Make better informed decisions based on reliable data
  • Communicate more effectively to clients with professional reporting
  • Streamline processes via built-in integration with Advent Direct Data Services
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