May 25, 2016
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
Tag
Axys
18 articles
Articles tagged "Axys"
Page 1 of 2May 29, 2014
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
Sep 25, 2013
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
Apr 4, 2013
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
Mar 18, 2013
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
Mar 6, 2013
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
Oct 31, 2012
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
Jun 19, 2012
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
Sep 15, 2011
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
Jul 20, 2011
Update on Black Diamond-Advent merger
The sales teams are staying separate but sharing training this week
Jun 15, 2011
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
Jun 15, 2011
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
May 13, 2011
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
Sep 22, 2010
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
Aug 11, 2010
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