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

Advent Portfolio Exchange

Composite Score
7.9 /10
CX Score
8.1 /10
Category
Advent Portfolio Exchange
7.9 /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.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

90 Likeliness to Recommend

100 Plan to Renew

93 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+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 92

Securities Management

95

Portfolio and Account Management

95

Client Management & Engagement

93

APIs and Integration

93

Analytics and Reporting

93

Loan Management

91

Risk Management

91

Device Access

86

Multi-Currency Accounting

84

Vendor Capability Ratings

Average 92

Ease of IT Administration

100

Vendor Support

100

Ease of Implementation

96

Business Value Created

93

Product Strategy and Rate of Improvement

92

Availability and Quality of Training

91

Ease of Customization

91

Quality of Features

91

Breadth of Features

89

Usability and Intuitiveness

87

Ease of Data Integration

82

Advent Portfolio Exchange Reviews

Seren V.

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

Submitted Oct 2024

Embrace a Detailed Investment Guide

Likeliness to Recommend

8 /10

What differentiates Advent Portfolio Exchange from other similar products?

The setting of new portfolio makes us have a great financial incentive

What is your favorite aspect of this product?

The development of new financial technologies is also a major analysis opportunity

What do you dislike most about this product?

The convention that calls for a robust investment program

What recommendations would you give to someone considering this product?

The magic in planning for wealth development is something fully instrumental

Pros

  • Helps Innovate
  • Client's Interest First
  • Continually Improving Product
  • Reliable

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