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Articles tagged "APX"


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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

September 13, 2012 at 4:41 AM

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

June 19, 2012 at 4:02 AM

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

June 15, 2011 at 2:48 PM

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

May 13, 2011 at 2:27 PM

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

September 23, 2010 at 12:44 PM

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

September 22, 2010 at 4:01 AM

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

May 12, 2010 at 5:26 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

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

March 17, 2010 at 5:44 AM

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