Articles tagged "Advent Axys"
Headline
Publish date
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
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
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
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
Advent Software got a lift from improving APX sales in first quarter
San Francisco-based broker is at important point in its history
