Chris Momsen, executive vice president, sales and solutions management at Advent

Advent releases new versions of Advent Portfolio Exchange and Moxy

Advent Software has launched new releases of its portfolio management software, Advent Portfolio Exchange (APX), and Moxy, the firm’s trade order management system, and the associated solutions including Advent Rules Manager, Advent Revenue Center and Tradex.

 
This release supports Advent's commitment to deliver functionally rich solutions that are easy for asset and wealth managers to implement, adopt and own.
 
The new releases provide a number of key benefits to users, including:
 
• Simplified reporting processes in APX as well as a more efficient upgrade experience with new data management tools
 
• Enhanced customization options in Moxy making it easier to manage drift and rebalancing
 
• Powerful new filters in Advent Rules Manager enabling users to place restrictions on subsets of a model portfolio, or index, reducing operational burdens and trading risk
 
• Easier and more efficient billing through rule linking and reporting improvements within Advent Revenue Center
 
"Advent is a key partner in the development of our business. It's at the heart of everything we do and, as a general rule, we stay updated on the software," says Nicolai Haugan, director of marketing at Allegro Finans ASA. "For APX and Moxy, we have found that the upgrade process, support experience and user experience are all improved when the solution we have is the latest version, and Advent has made it easier than ever to stay current with the latest versions."
 
"We are proud to be able to provide value to more than 900 APX clients as we announce the latest in our recent series of APX-related releases, offering clients an easier, more consistent upgrade experience and getting functionality into their hands more quickly," says Chris Momsen (pictured), executive vice president, sales and solutions management at Advent. "We strive to be the best at what our clients expect from us by continuously enhancing the solutions our clients rely on so they can leverage these tools to grow their business."

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