So what is Cash Management Services for APX?

Cash Management Services can now be executed directly within APX or over the Intranet, making the creation and handling of the cash-related products a fast and reliable process. All in one, within your trusted APX platform!

Cash Management Services (CMS) Product is a web-based solution, designed exclusively for SS&C Advent Portfolio Exchange®(APX®) customers.

  • Fast and reliable way to handle multiple money market instruments
  • Automation of import and pricing of new securities
  • Automation of transaction posting to the relevant portfolios
  • Minimization of human intervention and error
  • Detailed internal reporting and calculation of future liabilities and profits
  • Calculation of penalties using custom formulas, given the ad-hoc ability for change
  • Tax charges calculation over transactions
  • Roll-over functionality
Download Info-Sheet