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Advent Portfolio Exchange

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Articles tagged "Advent Portfolio Exchange"

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.

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

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Marty Bicknell: It’s definitely about growth geographically, and we’ve struggled with it.

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

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

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Peter Hess: I think this first quarter actually was one of the best first quarters we have ever had, if not the best.

Advent Software got a lift from improving APX sales in first quarter

San Francisco-based broker is at important point in its history

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