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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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
Mishark L.
- Role: Operations
- Industry: Consulting
- Involvement: End User of Application
Submitted Nov 2022
Candid Investment System
Likeliness to Recommend
What differentiates Advent Portfolio Exchange from other similar products?
Advent Portfolio offers a sufficient guide in matters investing.
What is your favorite aspect of this product?
Advent Portfolio delivers realistic Investment structures.
What do you dislike most about this product?
Advent Portfolio brings results for businesses that invest.
What recommendations would you give to someone considering this product?
Advent Portfolio is aggressive in boosting financial investments.
Pros
- Helps Innovate
- Reliable
- Unique Features
- Inspires Innovation
Meghan R.
- Role: Finance
- Industry: Finance
- Involvement: End User of Application
Submitted Oct 2022
Excellent Wealth Managing Platform
Likeliness to Recommend
What differentiates Advent Portfolio Exchange from other similar products?
Advent Portfolio focus in resource multiplication and financial expansion.
What is your favorite aspect of this product?
Advent Portfolio is determined to evaluate the possible mechanisms of increasing the financial scope of s firm.
What do you dislike most about this product?
Advent Portfolio is detailed and has extensive structures for better investments.
What recommendations would you give to someone considering this product?
Advent Portfolio is incredible in boosting the financial growth of an enterprise
Pros
- Helps Innovate
- Performance Enhancing
- Trustworthy
- Caring
derrick p.
- Role: Finance
- Industry: Healthcare
- Involvement: End User of Application
Submitted Apr 2022
Manageable Solution for Wealth Control
Likeliness to Recommend
What differentiates Advent Portfolio Exchange from other similar products?
Advent Portfolio is a favorable application, whose engagement in matters controlling the business or individual wealth is efficient. More so, Advent Portfolio has the optimum investment plans, which are tired to the appropriate business dynamics.
What is your favorite aspect of this product?
Advent Portfolio develops reports that are consistent and in line with the operational plan of firm. More so, Advent Portfolio has a classical portfolio planning power.
What do you dislike most about this product?
Advent Portfolio reporting is ancient, and there are different methods that businesses can use to improve the way people get the information about the business proficiency
What recommendations would you give to someone considering this product?
Advent Portfolio is the correct judge in matters wealth control, and there is impressive strategies that increases the way more investments can be made.
Pros
- Helps Innovate
- Continually Improving Product
- Performance Enhancing
- Enables Productivity