Articles tagged "Advent Portfolio Exchange"


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What one big RIA has to say about its switch from Advent Axys to Advent Portfolio Exchange

It's a night-and-day improvement in terms of the two products' functionality and the conversion process to APX was fine, if lengthy

June 15, 2011 — 2:49 PM UTC

Big Midwestern RIA buys itself a national presence in deal with CBIZ

Mariner Holdings passes $8 billion of AUM; still eyeing $50 billion

January 4, 2011 — 3:07 PM 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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