NewSouth Gains from Enhanced CRM in Advent Portfolio Exchange
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(0)Overview: Advent Portfolio Exchange® (APX) was the first investment management software solution to integrate portfolio management, reporting and client relationship management on a single platform. It enables portfolio managers, operations, and client service and marketing staff to work from consistent account data in one database. NewSouth Capital was involved in the early testing of APX and one of the first firms to implement the solution when it was launched. In the years since, NewSouth has worked closely with the APX development team at Advent, providing input to help enhance, refine and upgrade the solution. Andrew MacQueen CFA, Vice President and Head Trader, cites a recent example: “In an earlier version of APX, we identified some things that we felt should be included in the CRM functionality. We worked very closely with Advent to get those issues addressed. Now, we’re seeing the end result of a lot of that work.”
