The new software enables users to surface data from multiple sources, without having to run reports. Customized views of the information can be created and each dashboard can be used to associate with a portfolio or a group of portfolios.

APX streamlines operation and enhances access to data across the firm and the new version, APX 4, has made workflows for global accounting more efficient in response to the growing importance of managing assets in an international marketplace.

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"With the dashboards in APX 4, everyone in the firm – from portfolio managers to operations staff to client service teams – gains a new tool to enable them to work more effectively," said Michele Holton, director, product marketing, Advent.

"The in-depth and detailed data that APX has always provided is now easier to access, empowering every user in the firm with the information they need at their fingertips."

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