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Stephen Van de Wetering

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Articles tagged "Stephen Van de Wetering"

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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The RIABiz team is about to give the thriving RIABiz directory a boost -- we're incorporating more companies, and building out the information we have about each one.

Secrets of the RIABiz directory -- if you haven't looked lately, you'll be surprised at how the data stash is growing

It’s time to update and expand the RIABiz Directory, which already lists 250 service providers

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