Articles tagged "Advent Software"
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Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next
The tactic by the Mountain View, Calif. firm and Advent co-founder and code avatar Steve Strand comes a decade after Orion, Black Diamond and Tamarac began feasting on the legacy corpses, but Addepar insists meat remains on the bone.
March 3, 2020 at 5:05 PM
Reed Colley reveals his bigger, better second-act plans at T3 conference in San Diego
The Black Diamond founder kicked off Tuesday sessions with a vision, a plan, some hard dates and plenty of unassuming swagger
February 19, 2020 at 3:49 AM
As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say
Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited
May 15, 2018 at 5:26 PM
Why the RIA business starts 2016 without its swagger: 2014 and 2015
What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium
January 11, 2016 at 11:42 PM
SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond
Pete Hess will be the asset management czar and David Welling will rule all things RIA in the new framework
July 23, 2015 at 6:32 PM
Advent Software hits the local news in Jacksonville
Florida Gov. Rick Scott comes calling as the software maker's East Coast hub hits 145 employees with plans for a quick doubling
April 28, 2014 at 11:56 PM
Why Morningstar's purchase of ByAllAccounts might be a bigger deal than its paltry $28-million price tag shows
The Chicago firm becomes the king of charging for held-away assets facilitation and has a view into the data of its competitors
April 2, 2014 at 5:49 AM
How RIAs are helping their clients participate in confusing lawsuits
2008-2009 market meltdown settlements are just now coming to fruition, and giant RIAs are signing up with a filing firm to get in on the action
May 1, 2013 at 5:13 AM
Focus Financial gets its first beachhead in HighTower's backyard -- buying an exhibit-A organic-growth RIA with a hankering to go inorganic
Vestor Capital was born in the 1980s as an accounting firm with a dream, and now Brian Baker wants more
October 12, 2012 at 3:10 AM
Peter Hess will take the CEO reins at Advent Software
The visionary of the Black Diamond acquisition replaces Stephanie DiMarco who will step down in June
