Advent Portfolio ExchangeSS&C Advent
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Related Products
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About
In a complex and competitive investment landscape, you need to be on top of your game. The right technology can stack the odds in your favor. Enter Advent Portfolio Exchange (APX): the world’s first integrated client relationship management and portfolio management solution. Part of the powerful Advent Investment Suite, APX connects your entire enterprise - front, middle, and back offices - on a single platform. Customized delivery (deployed locally or cloud-delivered with or without outsourcing services). Composite management support for GIPS compliance. APX enables you to manage virtually all asset types on a single technology platform. It handles standard investment products such as equities, fixed income, mutual funds, FX and derivatives, as well as alternative investments like private equity. This helps alleviate manual workarounds, improve accuracy, and delivers a timely, comprehensive view of portfolios, strategies, positions, and cash.
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About
Quantium is a next-generation private markets investment management platform that centralizes fund, portfolio, and investor data into one intuitive, scalable SaaS system designed to replace error-prone spreadsheets and disconnected tools, giving teams a single source of truth for complex investment operations and reporting. It supports fund and portfolio management workflows, including dual-sided accounting for complex structures, NAV and capital call automation, cash flow tracking, performance analytics, and cross-fund insights, while streamlining investor management and servicing with workflows for capital calls, distributions, and investor relationships. It delivers unlimited reporting and business intelligence through configurable dashboards, ready-made templates compliant with industry standards such as ILPA, and real-time data visualization so teams can produce accurate and investor-ready reports quickly.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a powerful portfolio accounting and reporting solution
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Audience
Private equity, venture capital, private debt managers, limited partners, and fund administrators who need modern, unified fund, portfolio, and investor operations software
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSS&C Advent
Founded: 1983
United States
www.advent.com/solutions/advent-portfolio-exchange/
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Company InformationQuantium
Founded: 2016
Singapore
quantium.pe/
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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