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.
Products by Advent Software
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Available from: Advent Software
No two clients have the exact same requirements for ongoing support and services, yet all clients want more flexibility and choices. Advent® surveyed our clients and developed maintenance plans... Read More
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Available from: Advent Software
Advent's Consulting Services Team works on-site to ensure a successful implementation of Advent products and to assist in achieving each firm’s business goals. Advent’s qualified personnel can assist... Read More
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Available from: Advent Software
Real-time, accurate research is crucial to making timely and informed investment decisions. Tamale RMS brings together all of your most important proprietary research onto a central platform... Read More
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TradeTech USA - March 06, 2012 through March 08, 2012