Technology upgrade

Mid Atlantic is pleased to announce the upcoming upgrade of our performance reporting platform. The upgrade includes the installation of the latest version of Advent Portfolio Exchange (APX – version 4.7) as well as enhanced technology infrastructure, including new servers and communication software. A proven solution used by more than 800 investment firms worldwide, APX version 4.7 is the latest portfolio reporting system from Advent, a pioneer in portfolio management technology and a trusted market leader for 30 years. Benefits of the upgrade will include improved internal operational efficiencies, cost basis reconciliation, advanced search capabilities, Windows 7 & 8 compatibility, an improved graphical user interface and reporting capabilities based on the latest industry-standard Microsoft Reporting Services framework.

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