Kensington Investment Group, a mutual fund management firm, has migrated to Advent Portfolio Exchange (APX) to manage the firm’s specialized reporting needs.
According to Advent, the developer of APX, the suite solves many of the challenges investment firms face by fully integrating portfolio management with the front-office functions of marketing and CRM, as well as the back-office operations of accounting and reporting.
APX represents our next generation in portfolio management technology. It was designed specifically for portfolio managers that need advanced user security and audit features, enhanced fixed income facilities and the ease of information exchange offered by a relational database, said William Penney, Senior Director of Product Marketing of Advent Software.
Kensington was one of our first clients to take advantage of the solution’s full potential and we’re proud to contribute to their continued success.