SS&C Technologies

Advent Portfolio Exchange

Advent Portfolio Exchange (APX) is an integrated solution for portfolio management, performance measurement, accounting and reporting It brings together the work of the front, middle and back office, all in one place. APX enables investment managers to easily oversee portfolios and strategies for individuals, institutions and funds, and track holdings, transactions and performance while keeping control all along.

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Composite Score

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CX Score

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Emotional Footprint

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Likeliness to Recommend

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Reviews

Reports on iPad

Advent Portfolio Exchange Product Report

The scores above are a summary of a comprehensive report available for this product, aggregating feedbacking from real IT professionals and business leaders.

Advent Portfolio Exchange has a product scorecard to explore each product feature, capability, and so much more.

  • Net Promoter Score and Planned Renewal Rates
  • Feature and Vendor Capability Breakdown
  • Version and Module Satisfaction Levels
  • Comparisons by Organization Size, Usage, and Role

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Explore every product feature, vendor capability, and so much more, in our comprehensive Product Scorecard, giving you unparalleled insight into the software.