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Advent Software, a provider of software and services for the investment management industry, has released Advent Portfolio Exchange 3.0, the latest version of its portfolio management solution. 

The latest version of APX offers flexibility to manage portfolios and client relationships.

It includes a new reporting framework using Microsoft SQL Server Reporting Services for flexibility in creating custom reports.

It also offers expanded data access and enhanced client relationship management features to better track and manage client communications

“We had been eagerly awaiting the new reporting capabilities in APX 3.0 and are extremely pleased with what we’ve seen,” says Jason Robinson, manager of reporting, Athena Capital Advisors. “We anticipate extensive use of APX’s new SSRS reporting features; having complete flexibility in creating custom reports delivers significant value and time savings for our firm.”

“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,” says Michele Holton, director of product marketing at Advent. “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.” 

Advent Portfolio Exchange is a portfolio management solution that integrates the front-office functions of prospecting, marketing, and customer relationship management with the back-office operations of portfolio accounting and reporting.


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