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Advent Portfolio Exchange Logo
Advent Portfolio Exchange Logo
SS&C Technologies

Advent Portfolio Exchange

Composite Score
7.9 /10
CX Score
8.1 /10
Category
Advent Portfolio Exchange
7.9 /10

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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Advent 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


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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?

0% Negative
0% Neutral
100% Positive

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Feature Ratings

Average 92

Securities Management

95

Portfolio and Account Management

95

Client Management & Engagement

93

APIs and Integration

93

Analytics and Reporting

93

Loan Management

91

Risk Management

91

Device Access

86

Multi-Currency Accounting

84

Vendor Capability Ratings

Average 92

Ease of IT Administration

100

Vendor Support

100

Ease of Implementation

96

Business Value Created

93

Product Strategy and Rate of Improvement

92

Availability and Quality of Training

91

Ease of Customization

91

Quality of Features

91

Breadth of Features

89

Usability and Intuitiveness

87

Ease of Data Integration

82

Advent Portfolio Exchange Reviews

Mishark L.

  • Role: Operations
  • Industry: Consulting
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Nov 2022

Candid Investment System

Likeliness to Recommend

10 /10

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
Validated Review
Verified Reviewer

Submitted Oct 2022

Excellent Wealth Managing Platform

Likeliness to Recommend

10 /10

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
Validated Review
Verified Reviewer

Submitted Apr 2022

Manageable Solution for Wealth Control

Likeliness to Recommend

9 /10

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
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