Advent Portfolio Exchange® (APX) sets the standard for portfolio management technology. This end-to-end solution integrates all phases of the investment management process - portfolio management, performance analytics, accounting and reporting, client relationship management, and marketing.
Advent Portfolio Exchange CRM
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November 20, 2010
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Advent Portfolio Exchange® (APX) sets the standard for portfolio management technology. This end-to-end solution integrates all phases of the investment management process - portfolio management, performance analytics, accounting and reporting, client relationship management, and marketing. Chosen by over 600 firms in 30 countries, Advent's APX delivers real benefits to your firm, including greater operational efficiency, enhanced client service, greater speed and accuracy, improved compliance and security, and lower operating costs and risks.
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