Technology
Advent Unveils New Version Of Portfolio Management System

Advent Software, the US-listed financial services technology firm, has released the latest version of its portfolio management system, Advent Portfolio Exchange, which features a range of enhanced features.
Key features of Advent Portfolio Exchange 3.0 include: a new reporting framework using Microsoft SQL Server Reporting Services; expanded data access; and enhanced client relationship management features to better track and manage client communications, Advent said in a statement.
“We are very excited about APX 3.0, a feature rich release which marks a critical milestone in the product’s evolution… The expanded features and platform enhancements, along with the open architecture in APX 3.0, provide our clients with a valuable tool to help manage operations, grow assets and strengthen client relationships,” said Michele Holton, director of product marketing at Advent.
Recent sign-ups to Advent Portfolio Exchange include Caprinco Gestion, the Geneva-based asset managemer, and London-based Evercore Pan-Asset Capital Management.