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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
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