GlobalView Sees the Big Picture with APX


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Source: Advent Software
Date: June 2010
Type: Case Study
Rating: (0)

Overview: APX allows easy access to portfolio data and gives firms a great deal of flexibility in the way they view data. For GlobalView, APX offers the ability to get an aggregate view of client holdings and positions, monitor asset class and currency exposure, calculate performance, and make better informed asset allocation decisions. “APX does a very good job of the aggregation,” says Mr. Kroon. “If we need to make a trade, it makes it easy to see our positions across various banks. We’re very comfortable with that aspect of the system.”

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