Advent Portfolio Exchange® Overview
Advent Portfolio Exchange (APX) integrates portfolio and client management into a unified platform. It centralizes portfolio, relationship, and prospect data for streamlined management.
This is a summary of the comprehensive capabilities and benefits of Advent Portfolio Exchange® based on over 57 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Do you need to check if Advent Portfolio Exchange® is right for your needs? Our Cuspera AI engine can evaluate how Advent Portfolio Exchange® fits your specific business needs, industry, and context. Get your personalized assessment report today.
Advent Portfolio Exchange® supports business activities such as:
- Revenue Cycle Management
- Order Management
- Offer Management
- Relationship Management
- Workflow Management
Advent Portfolio Exchange® can help you with many business goals, such as Enhance Customer Relationships.
Reviews
"...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...." Peer review
Advent Portfolio Exchange® Reviews
11 buyers and buying teams have used Cuspera to assess how well Advent Portfolio Exchange® solved their business needs. Cuspera uses 57 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.
Business Priorities
Enhance Customer Relationships is the most popular business priority peers achieved using Advent Portfolio Exchange®.
Use Cases
Peers recommend Revenue Cycle Management , Order Management , Offer Management , as the business use cases that they have been most satisfied while using Advent Portfolio Exchange®.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Revenue Cycle Management |
4.61/5 ★ |
"...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...." Peer review |
| Order Management |
4.55/5 ★ |
"...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...." Peer review |
| Offer Management |
4.55/5 ★ |
"...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...." Peer review |
| PEER EXPERIENCES | |
|---|---|
| Revenue Cycle Management |
4.61/5 ★ |
"...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...." Peer review |
|
| Order Management |
4.55/5 ★ |
"...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...." Peer review |
|
| Offer Management |
4.55/5 ★ |
"...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...." Peer review |
|
IT and Other Capabilities
for Advent Portfolio Exchange®
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (4) |
| Data Import | Read Reviews (9) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (4) |
| Data Import | Read Reviews (9) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (4) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (4) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (10) |
| Analytics | Read Reviews (2) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (10) |
| Analytics | Read Reviews (2) |
Software Failure Risk Guidance
?for Advent Portfolio Exchange®
Top Failure Risks for Advent Portfolio Exchange®
Vendor Profile Details
Company Name
SS&C Advent
HQ Location
San Francisco, CA
Employees
1001-5000
Social
Financials
M&A
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