Advent Portfolio Exchange (APX) Reviews & Product Details

Business Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

The UI/UX is simple and intuitive. The ease of transitioning from Portfolio Admin view to CRM view helps in bridging the client context to the assets they own. Ability to create custom client fields/data is essential and the product does this well. Review collected by and hosted on G2.com.

What do you dislike?

From a Portfolio Admin perspective, the product does not easily support complex trading instruments. This means processes need to be developed outside of the system and then posted back into the accounts. Also, custom end-user reporting is limited, so you have to develop this outside of the system as well. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Understand the instruments you required to administrate and for the most complex ones, make sure the vendor shows you how the applications support them. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Cost effective way to manage client relationships and administer their assets. Review collected by and hosted on G2.com.

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Advent Portfolio Exchange (APX) Overview

What is Advent Portfolio Exchange (APX)?

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.

Advent Portfolio Exchange (APX) Details
Product Description

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.


Seller Details
Seller
SS&C Advent
Company Website
HQ Location
San Francisco, CA
Twitter
@SSCAdvent
2,612 Twitter followers
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Advent Portfolio Exchange (APX) Reviews

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The software give me good access to portfolio appraisals and reporting Review collected by and hosted on G2.com.

What do you dislike?

The software does not sync well to portfolio changes made in the recent past. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are able to do effective performance reporting and appraisals with the help of APX Review collected by and hosted on G2.com.

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Associate Financial Advisor
Investment Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I think that there’s a lot of thought put into how the place the data and show fields across the board. Searching is quite intuitive. Review collected by and hosted on G2.com.

What do you dislike?

Generally speaking, you end up bouncing around the place on the platform, and it’s hard to see the trail of how you got there. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We were housing all our data in APX for reporting and for aggregation across Advisors. I found the system to be clunky for storing data, but overall a nice way to regulate some information in a uniform fashion. Review collected by and hosted on G2.com.

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