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Is your portfolio management system open? How much does that matter in 2011?

I take issue with the implied generalization that some portfolio management systems are “open” just because they utilize SQL server architecture.  With respect to data formats, a product using a SQL...

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Advent Announces Sunset of Support for Axys 3.5.1 and 3.6

As more and more companies embrace Windows 7 as their new desktop standard, they are faced with the difficulties of getting Axys 3.x to run in a mixed environment of XP, Windows 7 and terminal server....

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Does Your Investment Firm Need APX?

In 2005, Advent released the first version of Advent Portfolio Exchange (APX). This paved the way for enterprise users to take Advent more seriously, while reassuring rapidly growing firms that APX...

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Getting Data In and Out of Advent APX and Axys

When Advent first introduced The Professional Portfolio (aka Proport) 25 years ago, one feature that contributed  largely to its long-term success was the ability to get data in and out of the program...

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