Advent Portfolio Exchange® (APX)

See the big picture and the fine details.

Sharpen your decisions with reliable data at your fingertips. 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 and on the same page.

Deployed in your offices or cloud-delivered via Advent Outsourcing Services, APX strengthens your client service and marketing with all your portfolio, relationship and prospect data on one central platform. People can access the information they need quickly, with customizable dashboards, a vast report library and robust custom reporting capabilities.

Support for global investing: APX allows true multi-asset, multi-currency accounting, with the ability to settle in the currency of your choice.

Part of fully integrated suite: Seamless suite integration with robust rebalancing, order management, execution, pre- and post-trade compliance, revenue management, and more.

Room to grow: Grow your business on a scalable platform that allows you to take on more clients and assets without more staff.