Case Study

Trillium Asset Management

Trillium Asset Management

“We have unleashed the power of APX to do more sophisticated reports, more advanced searches, and more complex merges. It has changed the game completely. ” Bill Noland, Quantitative Analyst and Portfolio Associate, Trillium Asset Management Client Story Advent Portfolio Exchange Moxy APX is a More “Sustainable” Solution for Trillium Converting from a legacy portfolio account- ing system to Advent Portfolio Exchange® (APX), the integrated portf

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