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APX Improves Productivity and Enhances Client Reporting Capabilities for Canada’s Lincluden


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Source: Advent Software
Date: June 2010
Type: Case Study
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Overview: After reviewing a number of options, Lincluden selected Advent Portfolio Exchange® (APX), the fully integrated enterprise portfolio management solution that incorporates: Portfolio accounting, Automated reporting and packaging, Built-in performance analytics, GIPS-compliant performance measurement and reporting, Client relationship management Automated interfaces with third party service providers APX links portfolio management, operations, and client service staff on a single SQL database platform. The system’s architecture also makes it highly scalable for adding accounts and assets as a firm grows.

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