Heather Underwood

As a current and pretty disgruntled user of Advent Axys, I am sure rooting for Vestmark to succeed in designing and selling an effective and affordable alternative to Advent.

Giant of the broker-dealer tech world takes aim at Advent

Rob Klapprodt: "We really pride ourselves on not limiting how our clients do business."

Technology

Advent

Vestmark

Heeren Pathak

Rob Klapprodt

The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.

The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.

Vestmark tailors its platform for RIAs to take advantage of breakaway trends

Giant of the broker-dealer tech world takes aim at Advent

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