Case Study
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