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
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Get AssistanceAdvent Portfolio Exchange Ratings
Real user data aggregated to summarize the product performance and customer experience.
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
90 Likeliness to Recommend
100 Plan to Renew
93 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
+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?
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Securities Management
Portfolio and Account Management
Client Management & Engagement
APIs and Integration
Analytics and Reporting
Loan Management
Risk Management
Device Access
Multi-Currency Accounting
Vendor Capability Ratings
Ease of IT Administration
Vendor Support
Ease of Implementation
Business Value Created
Product Strategy and Rate of Improvement
Availability and Quality of Training
Ease of Customization
Quality of Features
Breadth of Features
Usability and Intuitiveness
Ease of Data Integration
Advent Portfolio Exchange Reviews
Seren V.
- Role: Operations
- Industry: Insurance
- Involvement: End User of Application
Submitted Oct 2024
Embrace a Detailed Investment Guide
Likeliness to Recommend
What differentiates Advent Portfolio Exchange from other similar products?
The setting of new portfolio makes us have a great financial incentive
What is your favorite aspect of this product?
The development of new financial technologies is also a major analysis opportunity
What do you dislike most about this product?
The convention that calls for a robust investment program
What recommendations would you give to someone considering this product?
The magic in planning for wealth development is something fully instrumental
Pros
- Helps Innovate
- Client's Interest First
- Continually Improving Product
- Reliable
Fainil G.
- Role: Operations
- Industry: Finance
- Involvement: End User of Application
Submitted Nov 2023
Professional Software for Wealthy Management
Likeliness to Recommend
What differentiates Advent Portfolio Exchange from other similar products?
The platform is professionally useful in managing all portfolios and this gives the right investment plan Besides, the development of new technologies for risk’s analysis is something worthwhile
What is your favorite aspect of this product?
The software has outlined the approach which makes every investment possible and reiable.
What do you dislike most about this product?
The deployment of new technologies to make every investment possible is something the venture capital firm use from the tool.
What recommendations would you give to someone considering this product?
There is utmost assistance in making every process successful and this saves on the actual wealth management process
Pros
- Continually Improving Product
- Reliable
- Performance Enhancing
- Trustworthy
Hilsol M.
- Role: Finance
- Industry: Finance
- Involvement: End User of Application
Submitted Jan 2023
Consolidated Wealth Managing Program
Likeliness to Recommend
What differentiates Advent Portfolio Exchange from other similar products?
Advent Portfolio has a committed multi currency accounting system
What is your favorite aspect of this product?
Advent Portfolio has advanced security management with IT integration
What do you dislike most about this product?
Advent Portfolio has sustainable and considerable features
What recommendations would you give to someone considering this product?
Advent Portfolio is the accurate platform for wealth control and investment planning
Pros
- Helps Innovate
- Unique Features
- Efficient Service
- Client Friendly Policies