Articles tagged "Axys"


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Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix

Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users

May 25, 2016 — 2:49 PM UTC

Two years in, Advent Software gives itself a Sept. 30 deadline to release the middleware that will draw Axys users into the Cloud

Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives

May 29, 2014 — 2:34 AM UTC

Peter Hess throws a Black Diamond lifeline to stubborn Advent Axys users, but will the price be right?

The Advent CEO shows his respect for 1,400 change-averse Axys loyalists -- who hold hundreds of billions in assets -- by paving the way for delivery of Black Diamond's coveted reports

September 25, 2013 — 5:46 PM UTC

How two ex-myCFO guys are winning big RIA clients by using a pilot fish strategy to win Advent clients without harming the host

WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts

April 4, 2013 — 7:02 PM UTC

After 'anxiety' rises, Advent Software calls off plans to seek a buyer

The gorilla provider of portfolio accounting to RIAs will go it alone after casting about for white knight

March 18, 2013 — 8:04 PM UTC

How Black Diamond is working out -- or not -- as Advent's agent of deliberate cannibalization

The great migration from Axys to Blue Sky is still not a torrent -- and has actually slowed from pre-merger days -- thanks to an unforeseen psychological freeze from Axys clients

March 6, 2013 — 3:42 AM UTC

Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now

Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged

October 31, 2012 — 6:54 PM UTC

Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud

Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians

June 19, 2012 — 4:02 AM UTC

Advent and Black Diamond are looking like soul mates but the Axys-to-BlueSky 'Easy Button' is still on the to-do list

The merged companies still maintain a vision of converting Axys users to BlueSky in a few clicks of the mouse

September 15, 2011 — 4:41 AM UTC

Update on Black Diamond-Advent merger

The sales teams are staying separate but sharing training this week

July 20, 2011 — 3:07 PM UTC

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

June 15, 2011 — 2:49 PM UTC

How one company is making money by making Advent Axys data portable

Empaxis outsources to India and some of its customers use the service before they choose to switch providers

June 15, 2011 — 2:48 PM UTC

Why Advent and Black Diamond are merging and how advisors look at the deal

The rival software makers hit it off after their top execs had a February phone call

May 13, 2011 — 2:27 PM UTC

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

September 22, 2010 — 4:01 AM UTC

Robert Levitt is building a big RIA practice in Florida from France and Indonesia

Customers may pay a little more but get a very different investing approach

August 11, 2010 — 4:00 AM UTC