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Portfolio Exchange® - Integrated portfolio and client relationship management


The end-to-end solution for accounting and reporting, client service and marketing. Evolving from 20 years of proven, industry leading innovation and reliability, Advent Portfolio Exchange represents Advent's next generation in portfolio management technology. It is the first solution to fully integrate the front office functions of prospecting, marketing and CRM with the back office operations of portfolio accounting and reporting.
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Eden Rock Capital Management
Wed, 15/06/2016 - 17:30
UBS Global Asset Management
Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
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