With our expertise in financial workflows and portfolio management optimization of Advent Products, we ensure seamless integration to make your systems work together. This enables you to focus on growing your investments and maximizing returns instead of time-consuming manual processes.
Bespoke Software Solutions for Advent APX, Moxy, Rules Manager and Revenue CenterHUNGARO TECHNOLOGY SOLUTIONS
We are your strategic partner in navigating the complex landscape of portfolio management, offering bespoke software solutions for Advent products, all tailored to your unique needs. Focusing on process automation and precision, we empower our clients to streamline their operations, enhance their decision-making, and maximize their investments in today's competitive financial market.
CHAT WITH AN EXPERT TODAY!
Portfolio management software we work with – Advent Products
1. Advent Portfolio Exchange (APX)
2. Advent Moxy
3. Advent Rules Manager
4. Advent Revenue Center
Hungaro Technology Solution
Benefits of Our Bespoke Software Solutions for Advent Products
Advent Portfolio Exchange (APX)
Custom solutions that all run from a simple Excel spreadsheet. Users without prior APX knowledge can easily enter or update hundreds of new transactions. All with one click: fully automated, twice as fast, and error-free. Bespoke handling of portfolio sleeve reconciliation and composite management.
Read More
Advent Moxy
Mitigate costly trade errors by integrating our position reconciliation tool for Advent Moxy and APX. Streamline your portfolio reporting and data validation process by easily tracking the reconciliation status. Craft custom strategic algorithms and load them into Moxy to trigger automated trades.
Read More
Advent Rules Manager
Receive automatic alerts whenever rules need to be updated in Rules Manager based on changes in your portfolio. Full automation of loading benchmark sector weights from external data vendors into Rules Manager. Transparent data validation with our monitoring system.
Read More
Advent Revenue Center
Prevent accounts from going into a negative cash balance with our automated fee collection monitoring system integration for Advent Revenue Center. Receive automated data validation alerts to ensure accounts have the right labels and are included in the right groups. Customize invoices.
Read More
About Us
Expert Consulting for Financial Workflow and Portfolio Management Optimization
At Hungaro Technology Solutions, we pride ourselves on our commitment to excellence, innovation, and customer satisfaction. We are constantly looking for ways to enhance your business processes to ensure that you can improve the management of your investments. Our team of Advent Portfolio consulting experts brings a wealth of experience and knowledge to the table. Whether you're looking to optimize your financial workflows, streamline portfolio management processes, or facilitate Moxy, Rules Manager, or Revenue Center integration with APX, our consultants are here to guide you every step of the way. We work closely with your team to make sure that we understand your unique challenges and goals, allowing us to deliver tailored solutions to you that drive tangible results.
40
Billion $ AUM Running on our Processes
100
Bespoke Client Centric Processes
20
Satisfied Clients
Our Services - Bespoke Portfolio Management Solutions
Automated price loader and pricing comparison report
Pricing is one of the most important operational tasks in portfolio management. What if a price is missing? How do you get notified? APX alone does not have the tools to monitor this – but we do. With an expansive network of over 50 custodians, we can strategically source security prices from multiple avenues.
Reconciliation and transaction processing - Dividend posting in Advent APX
This is the first step in avoiding trading errors. Automate your transactional data processes in APX and Moxy with our bespoke Data Quality Management tools to ensure that positions match up in both Advent systems! Our solution can bridge the gap between custodian and APX data with automated updates.
Market data management automation and data validation in APX
Suppose you detect any financial and market data inconsistency. By using our automated portfolio management processes using Excel, you will get a notification to fix these with our missing data and duplication alerts system. Ensure error-free data within APX and easily extract market data across multiple dates and portfolios!
Automated investment performance updates for Advent APX
Investment performance reflects your success. We have a custom solution for Advent APX that manages all performance updates automatically in near real-time. This tool allows our clients to rest easy knowing that performance is always updated, and reflective of the underlying data for easy and precise portfolio reporting.
Alternative investments in APX: Hedge funds/Private equity portfolio management
Our bespoke portfolio management software solutions help you bridge the gap between APX's limited functionality and the special attention that Hedge Funds and Private Equity investments require. Our tools transform data from third-party vendors to seamlessly transition to Advent APX.
Other client-specific issues in APX portfolio management
Our expertise extends to portfolio sleeve management, composite management, price, and investment performance reconciliation across multiple vendors, finance workflow automation, and more. Our clients can rest assured that we can provide them with tailored APX portfolio management software solutions that meet their unique needs.
Hungaro Technology Solution
Why Choose Us?
01
Expert consulting for Advent products
Benefit from our ongoing support and expertise, ensuring smooth implementation and continued success with APX, Moxy, Rules Manager, and Revenue Center integration.
02
Bespoke software solutions
Our focus is on empowering you rather than restricting your capabilities. We ensure that you retain the autonomy needed to enhance your financial processes.
03
Client-specific solutions
We understand that every client has unique challenges. That’s why we address your specific needs to contribute to your growth.
04
Wealth Management process automation
Streamline workflows, eliminate manual tasks, and enhance operational efficiency, saving time and resources.
05
Data architecture services
Harness the full potential of precise market data management, enabling seamless analysis and reporting to drive informed decision-making for your investments.
06
Compliance
We can work with our clients to address their needs by creating a bespoke process that aligns with industry regulations and standards, reducing the risk of penalties and fines.
Location
1064 Budapest
Izabella utca 68/B A lépcsőház, Fsz. 5. ajtó
Get in touch
contact@hungarotech.com