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SS&C Advent Portfolio Exchange (APX)

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Enterprise-grade portfolio management and data exchange platform for investment firms.

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4.6 Editor Rating
Vetted Score
4.6 / 5.0

Earns a high score for its robust data integration, compliance features, and proven reliability among large investment firms.

Key Features
Real-time Portfolio Data Exchange

Enables instantaneous sharing of portfolio data across internal systems and external partners with secure APIs.

Regulatory Reporting Automation

Automates compliance reporting for SEC, MiFID II, and other regulations, reducing manual effort.

Scalable Cloud Architecture

Provides a cloud-native environment that scales with transaction volume and supports high availability.

Frequently Asked Questions

Pricing is customized based on the firm’s assets under management and required feature set; contact SS&C for a tailored quote.

Yes, APX offers extensive APIs and pre‑built connectors to integrate with most major front‑office and accounting platforms.

APX is primarily delivered as a cloud‑based SaaS solution, with optional on‑premises deployment for regulated environments.
Specifications
Pricing Model Custom pricing based on assets under management, with tiered subscription plans for mid‑size and enterprise firms.
Supported Platforms
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