• Home
• About
• Axys and APX: VB functions to get label values from exported CSV and fixed format files
• Introduction
• All Articles
• RSS

AdventGuru

• Featured Articles

  • Building Advent APX Data Pipeline Integration with REST API
  • Using Visual Studio Code to Modify Advent Replang Reports in Axys and APX
  • Demystifying Portfolio Accounting Systems Integration Post-Merger/Acquisition
  • Updating Report Writer Reports (without the app)
  • Advent's Worst Enemy?

• More to Explore

  • Schwab Changes Continue to Impact Some Advisor Workflows
  • Bringing Axys Back to Life
  • Fixing the Audit Trail Export
  • The Impetus to Automate
  • The Evolution of Investment Reporting
  • Getting Data In and Out of Advent APX and Axys
  • Creating the Right Benchmark for Your Portfolios
  • Five Reasons APX Users May Never Create Their Own SSRS Reports
  • Does Your Investment Firm Need APX?
  • 10 Things Every IT Manager Needs to Know
  • The Best Time to Upgrade Your Portfolio Accounting System
  • Start Working on Your Next Generation of Client Reports Today
  • The Importance of Mainstream Quarterly Reports
  • Go Beyond the Limits of Traditional Advent Report Writing

• Recent Posts

  • Modernize Advent Axys and APX Reporting with AI and Automation
  • Perplexing Concerns About AI Chatbots
  • How to Power Up Your Local AI Lab

• Tags

  13F 201 CMR 17.00 2011 Accounting ACD Acquisition Advent Advent OnDemand Advent Software Advisers Advisors API APX Automation Axys Axys 3.5.1 Axys 14.x Axys 15.x Axys v3.6 Axys v3.7 Axys v3.8 Axys v3.8.5 Axys v3.8.6 Axys v3.8.7 backbone Backups BC Best Practices blends Boston business Carbonite Catalog client reporting Client Statements cloud Compliance compound Compound Report Macros conference Consultant consulting contingency contingency planning continuity conversion Cost CRS Crystal Reports CS custom Custom Reports Data Data Conversion Dataport Data Warehouse disaster Doomsday DR Dropbox efficiency email Excel Export extension Extract Free gigabit Hacking IMEX Import INDATA indexes indices Integration Internet investment Investment Reporting investment statements ISITC IT JSON labs macros Maintenance Malware management Massachusetts Merger Mozy multicurrency network cabling network optimization new NICs optimization Packman PIPELINE planning platform Portfolio Positions POSTMAN PRI Prices Pricing processing PYTHON Quarterly Reports recovery REP replang reporting Reports RIA RPS RPW SaaS samples Satuit Schwab Schwab Performance Technologies SEC Security Software speed SQL Server SQL Server Reporting Services SSRS Strategic sunset Support switches System systems TD Ameritrade technology Trading training Transactions Translator TRN Upgrade Upgrades VaultLogix VBA virus VOIP VSCode WORKFLOW

• Follow me on X

  My Tweets

• Email Subscription

  Enter your email address to subscribe to this blog and receive notifications of new posts by email.

  Email Address

  Sign me up!