Bluffview Improves Efficiency and Accuracy with Advent
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(0)Overview: Everything changed when Bluffview migrated to Advent Portfolio Exchange, the fully integrated, highly scalable solution for portfolio management. Better, faster reporting: “The primary thing we were looking for in APX was performance report generation for clients and as-needed management reports. We spent a lot of time up front getting each package customized to the particular client, but once that was done we’ve been able to generate reports on the third or fourth day after quarter end.” More robust analytics: “We really like the performance analytics —- the attribution, contribution and exposure reports. The analytics reports are very helpful in terms of identifying risk areas and APX gives you the ability to drill down.”
