News, Vision & Voice for the Advisory Community


Giant of the broker-dealer tech world takes aim at Advent

Vestmark tailors its platform for RIAs to take advantage of breakaway trends

Author Heather Underwood March 9, 2011 at 3:21 PM
no description available
Rob Klapprodt: "We really pride ourselves on not limiting how our clients do business."

Mentioned in this article:

Portfolio Management System
Top Executive: Michael Blundin

An Advent User

An Advent User

March 9, 2011 — 8:38 PM

As a current and pretty disgruntled user of Advent Axys, I am sure rooting for Vestmark to succeed in designing and selling an effective and affordable alternative to Advent.

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