Articles tagged "APX"

HeadlinePublish date

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 — 4:41 AM UTC

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 — 4:02 AM UTC

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 — 2:48 PM UTC

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 — 2:27 PM UTC

Fidelity Institutional and Black Diamond tie the knot through WealthCentral

The companies promise 'bi-directional' integration

September 23, 2010 — 12:44 PM UTC

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 — 4:01 AM UTC

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 — 5:26 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

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 — 5:44 AM UTC
— There are no additional results —