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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Advent is a versatile solution that transcends device, operating system, and browser constraints, featuring a user-friendly interface that can be customized according to preferences. Say goodbye to the limitations of proprietary hardware and the hassle of regular backups. Our cloud infrastructure is designed to be both agile and secure, ensuring your data is always protected. With Advent, you can easily connect to essential third-party vendors, streamlining operations by eliminating unnecessary data entry and enhancing your capacity for growth. Our innovative parts platform allows for more precise inventory management by implementing phase-in and phase-out criteria measured in weeks rather than months. We possess vast experience in integrating with thousands of external systems, enabling seamless connectivity across various platforms to address your business requirements. Advent has developed a multitude of features and standalone products tailored to tackle specific challenges faced in both traditional and modern automotive retail and wholesale sectors. Engage effectively with your customers; whether at your desk or commuting to work, you can call, text, or email them effortlessly. This ensures that you make timely connections with the right customers, ultimately driving your business's success. Additionally, our commitment to continuous improvement means that we are always evolving our offerings to better serve your needs.

Description

In today's intricate and fiercely competitive investment environment, staying ahead of the curve is essential. Leveraging the right technology can significantly increase your chances of success. Introducing Advent Portfolio Exchange (APX), recognized as the first all-in-one solution for both client relationship management and portfolio management. As a key component of the robust Advent Investment Suite, APX integrates all aspects of your organization—front, middle, and back offices—into a cohesive platform. It offers tailored deployment options, whether installed locally or delivered via the cloud, with or without additional outsourcing services. With comprehensive support for composite management to ensure GIPS compliance, APX allows for the management of nearly every asset class on a unified technology platform. It adeptly manages standard investment vehicles such as equities, fixed income, mutual funds, foreign exchange, and derivatives, alongside alternative assets like private equity. This integration minimizes the need for manual processes, enhances accuracy, and provides a timely and thorough overview of portfolios, strategies, positions, and cash flow. Ultimately, APX empowers you to navigate the complexities of investment management with greater ease and efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Car Wars Yes 
DealerVault Yes 
Yooz Yes 
eCredit Complete Yes 

Integrations

Car Wars No 
DealerVault No 
Yooz No 
eCredit Complete No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Advent Resources

Website

www.adventresources.com

Vendor Details

Company Name

SS&C Advent

Founded

1983

Country

United States

Website

www.advent.com/solutions/advent-portfolio-exchange/

Product Features

Auto Dealer

Accounting Yes 
Buy-Here-Pay-Here No 
Collections Management Yes 
Contact Database Yes 
Customer Database Yes 
Document Management Yes 
F&I Management Yes 
Financing Management Yes 
Form Printing Yes 
Inventory Management Yes 
Lease Management Yes 
New Car Dealer Yes 
New Car Lot Yes 
Online Inventory Yes 
Parts Management Yes 
Sales Management Yes 
Service Department Yes 
Used Car Lot Yes 
Website Integration Yes 

Dealership Management

Accounting No 
Auto Dealerships No 
Collections Management No 
Contact Database No 
Customer Database No 
Document Management No 
Equipment Dealerships No 
F&I Management No 
Financing Management No 
Form Printing No 
Lease Management No 
Marine Dealerships No 
Online Inventory No 
Parts Management No 
Powersports Dealerships No 
RV Dealerships No 
Service Department No 
Trailer Dealerships No 
Used Car Dealerships No 
Website Integration No 

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