“ APX is the core system at our ?rm. All of our business information is there and we use it for external client reporting as well as internal management reporting. ” Robert Rosenberg, Chief Operating Of?cer, Heptagon Capital Client Story Advent Portfolio Exchange Heptagon Gets Custom Reporting and Better Business Intelligence from the Advent Platform Heptagon Capital is a multi-faceted asset and wealth management ?rm running dis- cretionary portf

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