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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

Wednesday, June 15, 2011 – 2:49 PM by Nevin Freeman
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Erika Donalds: Axys does not have any kind of login or audit trail, so you couldn't assign users; you couldn't limit what different users could see or do in the system. That was too much of a risk.

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Empaxis Data Management
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Top Executive: Stephen Van de Wetering




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