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March 2, 2010

Advent Software Launches Portfolio Exchange For Asset, Wealth Managers

Advent Software, a provider of software and services for the global investment management industry, has released Advent Portfolio Exchange (APX) 3.0 to help asset managers and wealth managers in managing portfolios and client relationships.

By CBR Staff Writer

Some of the features of APX 3.0 include: new reporting framework using Microsoft SQL Server Reporting Services (SSRS) for complete flexibility in creating custom reports; expanded data access to deliver better client service and manage operations efficiently and enhanced client relationship management (CRM) features to track and manage client communications.

Michele Holton, director of product marketing at Advent, said: “We are very excited about APX 3.0, a feature rich release which marks a critical milestone in the product’s evolution and extends its market leadership. The expanded features and platform enhancements, along with the open architecture in APX 3.0, provide our clients with a valuable tool to help manage operations, grow assets and strengthen client relationships.”

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