HomeReviews Portfolio Management Software Advent Portfolio Exchange
 

Advent Portfolio Exchange

User rating
 
 4.2 (1)
November 19, 2010     Hits: 1426    
 

Company Info

Company Name:
Data Last Updated:
  • November 18, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (800) 727-0605
Year Founded
  • 1983
Number of Employees:
  • 500

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 630

PMS Features

Types of Reports
Number of Built-In Reports:
  • 200
Advisors Access to Data:
Billing Functionality:
User Interface:
Other Major Functionality:
Client Portal:

Security

Security Functionality:
Other Security Enhancements:
  • None

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® (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.

User reviews

Average user rating from: 1 user(s)

To write a review please register or log in.
Overall rating: 
 
 4.2
Overall:
 
 4.0   (1)
Company:
 
 3.0   (1)
Performance:
 
 5.0   (1)
Reporting:
 
 5.0   (1)
Data Management:
 
 5.0   (1)
Reconciliations:
 
 5.0   (1)
Interfaces:
 
 5.0   (1)
Billing:
 
 5.0   (1)
Additional Features:
 
 5.0   (1)
Pricing:
 
 2.0   (1)
Integrations:
 
 2.0   (1)
Security:
 
 5.0   (1)
Support:
 
 3.0   (1)
 
 

Advent APX

Overall rating: 
 
 4.2
Overall:
 
 4.0
Company:
 
 3.0
Performance:
 
 5.0
Reporting:
 
 5.0
Data Management:
 
 5.0
Reconciliations:
 
 5.0
Interfaces:
 
 5.0
Billing:
 
 5.0
Additional Features:
 
 5.0
Pricing:
 
 2.0
Integrations:
 
 2.0
Security:
 
 5.0
Support:
 
 3.0
Was this review helpful to you?
Yes No
billb45 Reviewed by billb45
January 01, 2011
Top 10 Reviewer
Comments (0)
View all my reviews
Report this review
 
1 of 1 people found the following review helpful

The crm that comes with APX is actually really good. But, our firm has been using Junxure for too long to move away from it. It does make quick client work easy though.

User Review

Pros:
  • APX is such an improvement over Axys. We're very happy with going to APX. Once again though, Advent is not cheap, nor are they the easiest company to work with. Luckily, they make an excellent product.
Cons:
  • Support and the price. PortfolioCenter prices much better, but we felt Advent was more flexible with our reporting needs.
Best For What Type of Firm:
  • As long as a firm can afford it, any will benefit.
Final Say:
  • Great product.