Tag Archives: Advent APX

Best Practices for a Highly Successful Salesforce Integration

December 25th, 2013 | by

The power of the Salesforce product is unquestionable. While sales processes can vary greatly from one business to another, Salesforce brings together a concise solution so that your sales team uses a consistently successful approach and your customer relationship management (CRM) processes are improved tremendously.

But that is not all. Read more »

Behind the Scenes of an Advent APX integration to Salesforce

December 6th, 2013 | by

Integration of two powerful solutions such as Advent Portfolio Exchange (APX) and Salesforce CRM can bring tremendous benefits to your business. Investment management firms can have improved visibility into client profiles, portfolios, holdings, and performance as well as more streamlined processes that save time and reduce operating expenses.

To get the most out of an integration initiative it is important to have a foundation architecture plan in place Read more »

Avent APX and Salesforce CRM is the best of both worlds

Get the Best of Both Worlds – Integrate Advent APX and Salesforce CRM

December 2nd, 2013 | by

The Advent APX portfolio management tool is an industry leading solution for wealth management, asset management, and family offices.  Advent APX can improve your operational efficiency and performance for your front office, back office and your management team.  Advent APX also allows your firm to add more portfolios without the need to augment your staff by using automated tools and process steps so that multiple portfolios can be managed more easily.  And for the investment management firm’s leadership and client managers, Advent APX provides robust reporting and analysis tools that boost your ability to make informed decisions.

What could possibly make Advent APX better for your firm?

Salesforce CRM Read more »