Welcome to Hungaro Technology Solutions, where excellence meets innovation in the realm of Advent APX portfolio management. This landscape is ever-changing, and so are we.
As a leading provider of bespoke solutions for APX, we pride ourselves on being your go-to partner for harnessing the full potential of Advent Portfolio Exchange. We are dedicated to finding new and better ways to handle APX reports, data, and files. Our commitment to innovation is evident in our use of automation technology and quality assurance checks.
Allow us to take you through our comprehensive offerings, industry expertise, and unwavering commitment to delivering tailored solutions that elevate your APX portfolio management experience!
Why choose Hungaro Technology Solutions for optimal Advent APX Portfolio Management?
Full assistance during the transition from Axys to APX
Simplify your operations with APX’s centralized, scalable platform for all your portfolio, relationship, and prospect data. For firms outgrowing Axys and finding Black Diamond falling short of expectations, APX offers a viable upgrade path.
The transition from Axys to APX is a relatively easy choice due to its support for Axys legacy knowledge, including portfolio management, performance fundamentals, processes, reporting, and scripts. APX provides everything Axys does and introduces the benefits of an Enterprise/SQL server platform.
However, posting Transactions to APX is extremely manual and can only be done via a Blotter.
– Several clients have approached us to streamline these extremely manual processes.
– Larger clients need to post transactions related to Custom Portfolio Labels, Dividend Withholding, Mutual Fund Short/long-term gains, Private Equity and Hedge Fund transactions, etc.
We have created custom solutions that all run from a simple Excel Spreadsheet, allowing users with no APX knowledge to seamlessly enter new, OR update HUNDREDS of existing transactions.
ALL WITH ONE SINGLE CLICK.
Bespoke solutions for APX: innovation meets customization
Our commitment to providing bespoke technology solutions for APX ensures that your portfolio management strategy aligns seamlessly with your goals, allowing for a level of flexibility and efficiency that standard solutions simply can’t match.
We understand that the landscape of Advent APX portfolio management is diverse and dynamic. That’s why we specialize in crafting innovative, customized solutions that precisely address your unique needs.
Process automation for Advent APX: efficient workflows for streamlined operations
Whether it’s establishing custom price hierarchies, implementing reconciliation tools, or facilitating easy Excel-based transaction processing, our process automation solutions for Advent APX streamline your operations.
Why is this important?
Clients with portfolios custodied at multiple custodians tend to use prices delivered by these custodians. However, on several occasions, the prices of the same security can vary across custodians, creating pricing, and therefore performance discrepancies.
What is our solution?
We solved this conundrum by creating a Price Hierarchy tool that allows clients to define the hierarchy of Custodians in a way that prices for specific security Types are sourced according to a custom price hierarchy. This allows you to use prices from the best sources.
Not only did this provide price consistency, it also was fully automated and almost twice as fast.
Efficiency is at the core of what we do. Our fully and semi-automated workflows are designed to handle multi-directional data flows effortlessly. This helps you save time and minimizes the risk of errors.
Advent Portfolio Exchange performance optimization
Custom algorithms empower you to pinpoint performance issues within Advent Portfolio Exchange, ensuring your numbers are always in sync with underlying data.
Performance is not just a metric; it’s a reflection of your success. With Hungaro Technology Solutions, you can optimize performance updates with our custom tools. We go beyond the basics, handling alternative investments with finesse.
Why is this important?
Many of our clients need to update and maintain both account and group performance. This is a painful endeavor for most Performance Analysts.
Besides being a time drain when doing this manually, it is hard to ensure accuracy; that all data changes are reflected in the performance numbers. Performance calculation updates are needed not just when there are transaction changes, but also price changes, dividends, corporate actions, or other security-level events.
What is our solution?
We have a custom solution that will manage all performance updates automatically in near real-time. This solution allows our clients to rest easy knowing that Performance is always updated, and reflective of the underlying data.
Why partner with Hungaro Technology Solutions for APX Portfolio Management?
Bespoke solutions for Advent APX – Our services
1. Process automation for Advent APX – Consistent and predictable results
In the pursuit of excellence, we leverage process automation for Advent APX in favor of your business. This technology not only ensures consistency but also delivers predictable results, eliminating errors and enhancing overall efficiency.
Automation is not just a tool for us; it’s our philosophy that drives our commitment to delivering unparalleled solutions. Whether it’s automating workflows or handling routine tasks, our approach enhances the overall efficiency of your APX portfolio management operations.
2. Advent Portfolio Exchange consulting with our team of experts
In the ever-evolving world of finance, having a partner with in-depth knowledge and a proven track record is crucial. Hungaro Technology Solutions boasts a team of Advent Portfolio consulting experts who are well-versed in APX systems, Moxy, Rules Manager, and Revenue Center.
Our specialization extends to Hedge Funds, Private Equity, and other assets, allowing us to offer a holistic approach to portfolio management. By collaborating with our clients and leveraging our expertise, we deliver bespoke solutions that directly address their evolving needs.
We know Advent systems inside and out, and our experience spans various aspects of Advent Portfolio Exchange consulting. Whether you’re still at the research stage or already evaluating vendors, Hungaro Technology Solutions is here to guide you!
3. Bespoke APX Portfolio Sleeve Management – Elevate your portfolio precision
In the intricate world of Advent APX portfolio management, precision matters. Hungaro Technology Solutions introduces a bespoke workflow for Portfolio Sleeve Management, offering unparalleled control and efficiency.
- Imagine a scenario where a single portfolio seamlessly transforms into multiple sleeves, each automatically populated based on assigned security types.
- Simplify your operations further with our innovative approach – sleeves don’t need separate reconciliation; only the parent does.
- Sleeve Positions and Performance effortlessly reconcile to the parent, providing you with a level of precision and ease that sets your portfolio apart.
Our commitment to streamlining your operations extends to every facet of portfolio management, ensuring that you have the tools needed to thrive in a competitive landscape.
4. Bespoke handling of composites for APX Portfolio Management – Precision at every turn
- Tailored tools. Hungaro Technology Solutions introduces a bespoke tool dedicated to ensuring the inclusion of all portfolios in composites. Our innovative approach doesn’t stop at standard solutions; we understand the significance of customization in aligning with your unique APX portfolio management needs. This tool dynamically calculates net-of-fee performance, intelligently incorporating portfolio fees only when the portfolio is part of the composite.
- GIPS standards compliance. The timely and consistent inclusion of new portfolios is imperative. Our solution provides a meticulous process for adding new portfolios to relevant composites promptly. The GIPS standards mandate firms to create, document, and consistently follow policies to include new portfolios. We’re here to ensure your firm adheres to these standards seamlessly, offering you a comprehensive and compliant approach to Advent Portfolio Exchange management.
- Handling significant cash flows. Significant cash flows can temporarily impact a portfolio’s inclusion in a composite. Hungaro Technology Solutions assists you in defining what constitutes a “significant” cash flow in a composite-specific context. Our proactive approach, aligned with GIPS principles, ensures that rules are established ex-ante (“before the event”), preventing post-event adjustments for a fair and transparent reporting process.
The investment landscape: what challenges can you overcome with an APX consultant?
The investment landscape has evolved, and so have the players. Tamarac, Orion, Addepar, and Ridgeline are making strides to capture market share once dominated by Advent APX. While Advent has received numerous awards, its dedicated hosting model may pose challenges, especially for firms seeking control over their systems.
- Want to schedule a process at a specific time?
- Install a third-party product?
- Log into the server directly?
These become challenging or impossible without the cooperation of an assigned AOS resource.
As firms invite more involvement from Advent through this dedicated hosting model, they risk losing control over their systems. Even with an AOS resource, some essential tasks require Advent’s approval, potentially leading to frustrating negotiations about access rights.
This scenario can be particularly frustrating for firms committed to long-term contracts, where Advent’s control over systems might feel restrictive.
Navigating APX with Hungaro Technology Solutions: A different approach to portfolio management
Our clients seek more from APX portfolio management.
At Hungaro Technology Solutions, we are constantly looking for ways to enhance your business processes. Our commitment to innovation and client satisfaction sets us apart, ensuring that your experience with APX is not just about maintaining but also improving your portfolio management.
✔️ Our focus is on empowering you rather than restricting your capabilities.
✔️ We understand the importance of control and flexibility in managing your systems.
✔️ Our expertise in APX goes beyond the standard, and we ensure that you retain the autonomy needed to enhance and automate your processes.
Engage with an expert today: Your journey to enhanced APX portfolio management starts here!
Your success is our priority, and we’re here to ensure it.
Outsourcing your back-office operations to Hungaro Technology Solutions means partnering with a team that understands APX portfolio management thoroughly.
Our team of experts includes former SS&C Advent consultants, bringing valuable insights and practical advice to the table. Their extensive experience enhances our focus on APX systems. We’re here to be your reliable partner in navigating the complexities of portfolio management.
Chat with an expert now for bespoke solutions and unlock the full potential of Advent APX portfolio management!
