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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

Author Brooke Southall September 22, 2010 at 4:01 AM
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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.


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Mentioned in this article:

SS&C Advent
Portfolio Management System
Top Executive: Robert Roley

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh



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