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Articles tagged "Advent Axys"


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Dave Welling will now get his crack at giving Advent Axys a clear way forward.

SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond

Pete Hess will be the asset management czar and David Welling will rule all things RIA in the new framework

July 23, 2015 at 6:32 PM

Eric Clarke sees Salesforce approaching 'industry standard' status and nudges its rivals to get into the integration ballgame.

Orion hauls down nearly $2 billion of accounts from two Advent clients, clinching better than 50% growth for the year

Eric Clarke's firm is high on Salesforce and starting to look beyond its Omaha home for expansion as it needs more and more skilled labor

December 27, 2012 at 2:25 AM

Darren Tedesco: We said: let’s pay a little more and get exactly what we want and control our own destiny.

Commonwealth's revamp of technology includes subtracting Advent

The big IBD wasn't impressed with the value presented by third-party performance reporting companies

June 1, 2011 at 2:36 PM

Matt Stroh: Our clients tended to think our service reputation was the best of all the vendors they were working with, and they began relying on us more and more.

A close look at Tamarac's Advisor 9 and its strategic use of Schwab software

The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features

July 12, 2010 at 5:53 AM

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

May 7, 2010 at 6:05 AM

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