Advent Portfolio Exchange is an end-to-end solution integrating all phases of the investment management process - CRM, portfolio management, performance analytics, accounting, reporting and marketing. Advent Portfolio Exchange enables superior client service by giving users the ability to:
• Store all the basic information about client contacts: name, title, firm, family information, addresses and phone numbers.
• Seamlessly click from the contact information into the portfolio information to view holdings, performance and other account data.
• Easily view a list of interested parties who share an interest in the same portfolios as a contact.
• Maintain current and historical activity records with information about scheduled or completed tasks and events and synchronize with MS Outlook - phone calls, appointments, research and more.
• View the details of each client's customized reports in period-end reporting packages.