Advent Portfolio Exchange Logo
Advent Portfolio Exchange Logo
SS&C Technologies

Advent Portfolio Exchange

8.3 / 10
Category
Advent Portfolio Exchange
8.3 / 10

What is 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.

Company Details


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Advent Portfolio Exchange Ratings

Real user data aggregated to summarize the product performance and customer experience.

93 Likeliness to Recommend

100 Plan to Renew

90 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

+100 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Advent Portfolio Exchange?

0% Negative
0% Neutral
100% Positive

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Feature Ratings

Average 93

Securities Management

100

Portfolio and Account Management

100

Loan Management

95

Risk Management

95

Client Management & Engagement

90

APIs and Integration

90

Analytics and Reporting

90

Device Access

89

Multi-Currency Accounting

80

Vendor Capability Ratings

Average 93

Availability and Quality of Training

100

Breadth of Features

100

Business Value Created

100

Ease of Customization

100

Ease of Data Integration

100

Ease of Implementation

100

Ease of IT Administration

100

Product Strategy and Rate of Improvement

100

Quality of Features

100

Usability and Intuitiveness

100

Vendor Support

100

Advent Portfolio Exchange Reviews

Fainil G.

  • Role: Operations
  • Industry: Finance
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Nov 2023

Professional Software for Wealthy Management

Likeliness to Recommend

9 / 10

What differentiates Advent Portfolio Exchange from other similar products?

The platform is professionally useful in managing all portfolios and this gives the right investment plan Besides, the development of new technologies for risk’s analysis is something worthwhile

What is your favorite aspect of this product?

The software has outlined the approach which makes every investment possible and reiable.

What do you dislike most about this product?

The deployment of new technologies to make every investment possible is something the venture capital firm use from the tool.

What recommendations would you give to someone considering this product?

There is utmost assistance in making every process successful and this saves on the actual wealth management process

Pros

  • Continually Improving Product
  • Reliable
  • Performance Enhancing
  • Trustworthy

Hilsol M.

  • Role: Finance
  • Industry: Finance
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jan 2023

Consolidated Wealth Managing Program

Likeliness to Recommend

9 / 10

What differentiates Advent Portfolio Exchange from other similar products?

Advent Portfolio has a committed multi currency accounting system

What is your favorite aspect of this product?

Advent Portfolio has advanced security management with IT integration

What do you dislike most about this product?

Advent Portfolio has sustainable and considerable features

What recommendations would you give to someone considering this product?

Advent Portfolio is the accurate platform for wealth control and investment planning

Pros

  • Helps Innovate
  • Unique Features
  • Efficient Service
  • Client Friendly Policies

Mishark L.

  • Role: Operations
  • Industry: Consulting
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Nov 2022

Candid Investment System

Likeliness to Recommend

10 / 10

What differentiates Advent Portfolio Exchange from other similar products?

Advent Portfolio offers a sufficient guide in matters investing.

What is your favorite aspect of this product?

Advent Portfolio delivers realistic Investment structures.

What do you dislike most about this product?

Advent Portfolio brings results for businesses that invest.

What recommendations would you give to someone considering this product?

Advent Portfolio is aggressive in boosting financial investments.

Pros

  • Helps Innovate
  • Reliable
  • Unique Features
  • Inspires Innovation