Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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