News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "APX"


Peter Hess: We are happy where we are right now and won't be participating in any more acquisitions.

12 questions for Peter Hess
The freshly minted CEO talks about playing catch-up with cloud technology, Advent's acquisition plans and his continuing partnership with Reed Colley

Thursday 9.13.12
Brian Shenson: That's a huge pain point for a lot of our clients.

Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud
Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians

Tuesday 6.19.12
Steve Van de Wetering: Doing it way before you even buy APX gives you a big window of opportunity to fix it.

How one company is making money by making Advent Axys data portable
Empaxis outsources to India and some of its customers use the service before they choose to switch providers

Wednesday 6.15.11
Peter Hess: Black Diamond had emerged as the pre-eminent player in [the RIA] space.

Why Advent and Black Diamond are merging and how advisors look at the deal
The rival software makers hit it off after their top execs had a February phone call

Friday 5.13.11
Michael Lee: If our systems are playing well with the custodian, we don’t want to fix what’s not broken.

Fidelity Institutional and Black Diamond tie the knot through WealthCentral
The companies promise 'bi-directional' integration

Thursday 9.23.10
Peter Hess: With 3300 users, Axys is here to stay...that said, the Axys clients I’ve spoken with at the Conference are really excited about APX.

Advent founder urges advisors to steer away from 'disruptive' course of switching systems
DiMarco cautions that a firm's ROI can be imperiled during the intense process

Wednesday 9.22.10
Michele Holton: You'll definitely know you're still with Advent; our customers have been pleasantly surprised.

RIABiz takes a peek under the hood of Advent Portfolio Exchange
The San Francisco software giant has made customer relationship management a big priority

Wednesday 5.12.10
Peter Hess: I think this first quarter actually was one of the best first quarters we have ever had, if not the best.

Advent Software got a lift from improving APX sales in first quarter
San Francisco-based broker is at important point in its history

Friday 5.7.10
Eric Clarke: Growth-minded advisors have made Orion's pipeline of prospects fatter than ever

Orion is outshining competitors in the eyes of some RIAs
The Omaha-based portfolio management outsourcer is winning on service and innovation

Wednesday 3.17.10



Browse All Archives


2014


    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Bernie Clark: Assets under management has nothing to do with a decision like this.
14 shares
Schwab seeks 'jail time' for principal of RIA it fired: How Schwab's firing of a small RIA as a client became a three-year legal ordeal (Part 2)

Bob Reynolds got his first bite at the Apple.
10 shares
Empower wins Apple's $3.5-billion 401(k) account from Schwab

Kevin Cimring: RIAs love that we are integrated with CRM tools such as Salesforce. We also have a Redtail integration in the works.
6 shares
Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta

Tony Robbins: When Ajay left UBS, his level of attention was very different and that's what drew me to him.
4 shares
9 ways that Tony Robbins impressed the 'jaded' journalists at RIABiz

Michael P. Kelly was incensed at the letter's stark language and the fact it had already been sent to clients.
1 shares
How Schwab's firing of a small RIA as a client became a three-year legal ordeal (Part 1)


Get the RIABiz Today
Email Alert »