Articles tagged "Advent Axys"


HeadlinePublish 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 — 6:32 PM UTC

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 — 2:25 AM UTC

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 — 2:36 PM UTC

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 — 5:53 AM UTC

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 — 6:05 AM UTC
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