Case Study

Lincluden Investment Management

Lincluden Investment Management

“We really have made it clear to our clients to let us know exactly what they want in their reporting, because we know we can deliver it with APX. ” Lynn Eplett, Vice President, Lincluden Investment Management Client Story Advent Portfolio Exchange APX Improves Productivity and Enhances Client Reporting Capabilities for Canada’s Lincluden In 2008, Lincluden Investment Management faced the need to review its portfolio accounting system. The ?rm’s

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