The Solution

Change the game

In a 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. Enter APX: the world’s first integrated portfolio management and client relationship management solution spanning the entire enterprise - front, middle, and back offices - on a single platform.

Simplify operations with a centralized, scalable platform for all your portfolio, relationship, and prospect data.

Why choose this solution

  • Vast library of standard reports Automated report packaging
  • Flexible custom reporting
  • Multi-currency, multi-asset class coverage
  • Performance analytics
  • Composite management support for GIPS compliance
  • Fully integrated front-to-back suite
  • Highly scalable
  • Customized delivery (deployed locally or cloud-delivered with or without outsourcing services)
As an asset manager, we have to be completely on point with everything that we send out to clients and consultants. They're requiring a lot more due diligence. APX allows us to easily comply with those requests.
Erika Donalds, Chief Financial Officer
Hartman, Maher & Co., LLC
Advent Portfolio Exchange

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Join 800+ asset managers, wealth managers and family offices around the world

With easy access to true multi-asset, multi-currency accounting and performance information, customizable dashboards, a vast standard report library, robust custom reporting capabilities and more, APX will allow you to take on more clients and assets — without needing more staff.

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