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For over 800 asset managers, wealth managers and family offices around the world,the game-changing solution is Advent Portfolio Exchange® (APX), the first integrated portfolio management and client relationship management solution. And the first to span the entire enterprise—front, middle, and... Read more »
Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. To achieve greatness your way, you need a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing, combined with outsourced daily... Read more »
Geneva® covers the full spectrum of your business: front office decision support and portfolio management, middle office automation through trade capture and reconciliation, and full portfolio, fund and investor accounting and reporting. Geneva is designed to support complex alternative... Read more »
High-performing investment managers know that quality research leads to wellinformed investment decisions and better returns for investors. Yet, many firms are encumbered by inefficiencies that hinder their ability to collect, share, access and prioritize the large volume of data they are... Read more »
Moxy® integrates and streamlines all aspects of the investment management process, from portfolio construction through settlement. With easy access to critical data, a simple interface, and unmatched connectivity with counterparties, Moxy® provides a stable, centralized location for making and... Read more »
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