Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    546 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • eToro Reviews & Ratings
    31,115 Ratings
  • Datasite Diligence Virtual Data Room Reviews & Ratings
    640 Ratings
    Company Website
  • Planview Portfolios Reviews & Ratings
    202 Ratings
    Company Website
  • CoinStats Reviews & Ratings
    101,086 Ratings
    Company Website
  • Planview Software Product Delivery Reviews & Ratings
    2 Ratings
    Company Website
  • gtechna Reviews & Ratings
    19 Ratings
    Company Website
  • CompUp Reviews & Ratings
    66 Ratings
    Company Website

What is Advent Portfolio Exchange?

In the current complex and competitive landscape of investments, maintaining a competitive edge is essential. Leveraging advanced technology can greatly enhance your probability of achieving success. Enter Advent Portfolio Exchange (APX), the pioneering all-in-one solution that merges client relationship management with portfolio oversight. As an integral part of the comprehensive Advent Investment Suite, APX effortlessly connects every aspect of your organization—from the front office to the back office—on a single, cohesive platform. It comes with flexible deployment options, whether it is set up on-premises or accessed through the cloud, with or without supplementary outsourcing services. Furthermore, APX features composite management capabilities that facilitate compliance with GIPS standards. This groundbreaking solution is designed to manage virtually all asset classes within a unified technological system. It adeptly handles traditional investment instruments such as equities, fixed income, mutual funds, FX, and derivatives, alongside alternative assets like private equity. By minimizing the need for manual input, APX improves accuracy and provides a real-time, comprehensive view of portfolios, strategies, positions, and cash flow, thus optimizing overall investment management. By integrating APX into your operations, you can elevate your investment strategies, ensuring you stay at the forefront of an ever-changing market landscape. This powerful tool not only streamlines processes but also empowers investors to make more informed decisions and adapt swiftly to market shifts.

What is Advent DMS?

Advent stands out as a flexible solution that functions independently of particular devices, operating systems, or browsers, offering a customizable single interface tailored to user preferences. There’s no need to worry about proprietary hardware or constant backups; our cloud-based solution is designed to be both adaptable and secure. Advent seamlessly integrates with key third-party vendors, streamlining operations by minimizing duplicate data entry and improving scalability. Our inventory management platform accelerates the handling of phase-in and phase-out timelines, managing them in weeks rather than months. With a wealth of experience integrating thousands of external systems, Advent can effectively link any tools to any platform to fulfill diverse business requirements. Boasting hundreds of features and independent products that tackle specific challenges in the automotive retail and wholesale sectors, Advent empowers users to manage their communications effectively. Whether in the office or on the move, you can call, text, or email your customers, ensuring timely connections that enhance your customer engagement strategy. This functionality not only strengthens client relationships but also boosts overall operational efficiency, paving the way for innovative approaches to business interactions. Ultimately, Advent positions your business for success in a rapidly evolving market.

Media

Media

Integrations Supported

Car Wars
DealerVault
Yooz
eCredit Complete

Integrations Supported

Car Wars
DealerVault
Yooz
eCredit Complete

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SS&C Advent

Date Founded

1983

Company Location

United States

Company Website

www.advent.com/solutions/advent-portfolio-exchange/

Company Facts

Organization Name

Advent Resources

Company Website

www.adventresources.com

Categories and Features

Categories and Features

Auto Dealer

Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration

Dealership Management

Accounting
Auto Dealerships
Collections Management
Contact Database
Customer Database
Document Management
Equipment Dealerships
F&I Management
Financing Management
Form Printing
Lease Management
Marine Dealerships
Online Inventory
Parts Management
Powersports Dealerships
RV Dealerships
Service Department
Trailer Dealerships
Used Car Dealerships
Website Integration

Popular Alternatives

Popular Alternatives

Axys Reviews & Ratings

Axys

SS&C Advent
Allvue Reviews & Ratings

Allvue

Allvue Systems
Evolution DMS Reviews & Ratings

Evolution DMS

Gemini Systems