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

Advent Portfolio Exchange

8.0 /10
Category
Advent Portfolio Exchange
8.0 /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


Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

Advent Portfolio Exchange Ratings

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

93 Likeliness to Recommend

100 Plan to Renew

91 Satisfaction of Cost Relative to Value


{y}
{name}

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

91

APIs and Integration

91

Analytics and Reporting

91

Device Access

88

Multi-Currency Accounting

80

Vendor Capability Ratings

Average 93

Ease of IT Administration

100

Vendor Support

100

Ease of Customization

95

Ease of Implementation

95

Quality of Features

95

Breadth of Features

93

Business Value Created

91

Usability and Intuitiveness

91

Product Strategy and Rate of Improvement

90

Availability and Quality of Training

89

Ease of Data Integration

84

Advent Portfolio Exchange Reviews

Meghan R.

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

Submitted Oct 2022

Excellent Wealth Managing Platform

Likeliness to Recommend

10 /10

What differentiates Advent Portfolio Exchange from other similar products?

Advent Portfolio focus in resource multiplication and financial expansion.

What is your favorite aspect of this product?

Advent Portfolio is determined to evaluate the possible mechanisms of increasing the financial scope of s firm.

What do you dislike most about this product?

Advent Portfolio is detailed and has extensive structures for better investments.

What recommendations would you give to someone considering this product?

Advent Portfolio is incredible in boosting the financial growth of an enterprise

Pros

  • Helps Innovate
  • Performance Enhancing
  • Trustworthy
  • Caring

derrick p.

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

Submitted Apr 2022

Manageable Solution for Wealth Control

Likeliness to Recommend

9 /10

What differentiates Advent Portfolio Exchange from other similar products?

Advent Portfolio is a favorable application, whose engagement in matters controlling the business or individual wealth is efficient. More so, Advent Portfolio has the optimum investment plans, which are tired to the appropriate business dynamics.

What is your favorite aspect of this product?

Advent Portfolio develops reports that are consistent and in line with the operational plan of firm. More so, Advent Portfolio has a classical portfolio planning power.

What do you dislike most about this product?

Advent Portfolio reporting is ancient, and there are different methods that businesses can use to improve the way people get the information about the business proficiency

What recommendations would you give to someone considering this product?

Advent Portfolio is the correct judge in matters wealth control, and there is impressive strategies that increases the way more investments can be made.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Performance Enhancing
  • Enables Productivity