Advent for Wealth Managers

Advent portfolio management solutions include highly flexible reporting capabilities. You can show clients how their portfolios are allocated and how they’re performing in easy-to-follow formats with just the right level of detail. Our solutions allow for a high degree of report customization, both in content and in appearance. And, in addition to client reporting, all Advent solutions enable you to generate reports for internal review and management decisions.

Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to portfolio managers to operations – on the same platform. Deployed in the cloud or on site, APX centralizes all your portfolio, client and prospect marketing data on one platform. Advent Portfolio Exchange is already helping leading African wealth managers make their business more efficient.