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AdventGuru

AdventGuru

All about IT, Advent, Axys, APX, automation, integration, report writing, investment ops, security, compliance & implementation

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All Articles

  • Modernize Advent Axys and APX Reporting with AI and Automation
  • Quit Clowning Around with QuickBooks Invoice Emails
  • Perplexing Concerns About AI Chatbots
  • How to Power Up Your Local AI Lab
  • 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
  • Advent’s Worst Enemy?
  • Schwab Changes Continue to Impact Some Advisor Workflows
  • The Rackspace Blues:  A Cautionary Tale
  • Bringing Axys Back to Life
  • Schwab Discontinuing Support of Axys Point-to-Point Interface – Again?
  • Fixing the Audit Trail Export
  • Windows 10: Embracing the Unavoidable
  • Updating Report Writer Reports (without the app)
  • There and Back Again: APX to Axys Conversion
  • 2019 Markets Could Drive Changes to Client Reports
  • Axys 3.8.7 is Here
  • How likely am I to recommend Windows 10 to a friend or colleague?
  • The Impetus to Automate
  • Beyond Axys 3.8.5
  • Time is Running Out!
  • The Future of Axys
  • A New SEC Requirement for 13F Reports – XML
  • End Nearing for Some Microsoft Systems
  • The Evolution of Investment Reporting
  • Getting Data In and Out of Advent APX and Axys
  • Protecting Your Clients’ Security
  • 2013 Technology Forecast: Partly Cloudy
  • Hurry Up and Wait
  • Creating the Right Benchmark for Your Portfolios
  • Prevent Network Cabling Nightmares
  • Planning for a Heart Attack
  • In 2013, Certain Client Reports are Bound to Impress
  • Five Reasons APX Users May Never Create Their Own SSRS Reports
  • Avoid Internet Doomsday Hype
  • Making Sense of the “Competitive Bid” Process
  • Does Your Investment Firm Need APX?
  • Advent Announces Sunset of Support for Axys 3.5.1 and 3.6
  • 10 Things Every IT Manager Needs to Know
  • Is Your Most Valuable Data Safe in the Cloud?
  • The Best Time to Upgrade Your Portfolio Accounting System
  • Who Should Attend an Advent Conference Lab?
  • Escalating Investment Industry Product Pricing Continues to Mystify Some Advisors
  • What Version of Axys Should Your Firm Use?
  • Technical Trials and Tribulations of Quarter End
  • Start Working on Your Next Generation of Client Reports Today
  • Advent Does the Right Thing for Axys Users
  • Is It Time to Upgrade IT?
  • Take APX and Axys Client Reporting to the Next Level
  • Is your portfolio management system open? How much does that matter in 2011?
  • Meet the Technology Challenges of Compliance at Your Firm Head-on
  • The Importance of Mainstream Quarterly Reports
  • Go Beyond the Limits of Traditional Advent Report Writing
  • Tune Up Your Axys Engines with Five Performance Enhancing Tips
  • Five Rules to Stake Your Plan On
  • Can your investment firm improve its overall systems by replacing the portfolio management system?

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