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Advent Portfolio Exchange (APX)

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(3)3.2/5

In today’s 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. APX provides one central, scalable platform for all your portfolio, relationship, and prospect data. With APX, your firm will benefit from: easy access to true multi-asset, multi-currency accounting and performance information with the ability to settle in the currency of your choice; customizable dashboards; a vast standard report library; and robust custom reporting capabilities; Moreover, APX, is the cornerstone of a fully-integrated, best of breed suite offering rebalancing order management; execution; pre- and post-trade compliance; revenue management and more Grow your business on APX: a scalable platform that allows you to take on more clients and assets without needing more staff.

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### -33.0

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