Advent Portfolio Exchange
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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CDK Global
CDK is a secure, SOC 2-compliant dealership software solution provider who’s fully integrated for all areas of the automotive dealership — from the Front Office, Back Office, Service and Parts, and all areas in between.
Our mission is to help dealers sell and service more cars and run more efficient operations by developing solutions and services that streamline workflows, most notably the CDK Dealership Xperience Platform.
Dealers can choose from six scalable suites—Foundations, Fundamentals, Vehicle Inventory, Modern Retail, Fixed Operations, and Intelligence—tailored to franchise, independent, and multi-rooftop needs.
With over five decades in automotive software and 15,000+ dealers served, CDK offers scalable suites tailored to any dealership size — all with secure infrastructure, real-time data flow, and measurable performance impact.
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Axys
Automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Wealth management is a relationship-based business, and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys® automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys will increase your productivity, improve accuracy, and provide a clear picture of your portfolios and their performance, without disrupting your existing infrastructure. Automated reconciliation of trade information, settlement data, transactions and positions. SS&C Advent’s industry-leading portfolio management solution brings speed, accuracy, and flexibility to all your portfolio management and accounting functions.
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Zeus Software
Starting at $79/month. Use promo code SOURCE. Zeus provides Dealer Software to sell more vehicles in less time and increase profits. Included in Zeus is customer management, inventory management, Desking, BHPH, Multi-State Titling, Multi-State tax calculations, unlimited forms printing, custom reporting, and much more. Sell a vehicle to an out of state customer and Zeus will figure the taxes and print all the titling forms for that customer. Also available is QuickBooks integration, Zeus Bolt mobile app, and many other integrations. We have dealers nationwide that trust us to provide software that is comprehensive, reliable, and easy to use.
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