Advent Portfolio Exchange Reviews

The UI/UX is simple and intuitive. The ease of transitioning from Portfolio Admin view to CRM view helps in bridging the client context to the assets they own. Ability to create custom client fields/data is essential and the product does this well.

From a Portfolio Admin perspective, the product does not easily support complex trading instruments. This means processes need to be developed outside of the system and then posted back into the accounts. Also, custom end-user reporting is limited, so you have to develop this outside of the system as well.

Understand the instruments you required to administrate and for the most complex ones, make sure the vendor shows you how the applications support them.

Cost effective way to manage client relationships and administer their assets.

I think that there’s a lot of thought put into how the place the data and show fields across the board. Searching is quite intuitive.

Generally speaking, you end up bouncing around the place on the platform, and it’s hard to see the trail of how you got there.

We were housing all our data in APX for reporting and for aggregation across Advisors. I found the system to be clunky for storing data, but overall a nice way to regulate some information in a uniform fashion.

The software give me good access to portfolio appraisals and reporting

The software does not sync well to portfolio changes made in the recent past.

We are able to do effective performance reporting and appraisals with the help of APX