Alternatives to Advent Axys

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Sep 12, 2017 4:28 pm

Hi Everyone,

Wondering what you RIAs use for portfolio management and reporting? My company has used Advent Axys for years and I gotta say the software is pretty antiquated.

Looking for alternatives to suggest to my boss but don't know what's good out there.

Would appreciate some suggestions.

Thanks

Oct 6, 2017 10:18 am

I suggest you take a look at www.pivolt.com. Many features like rebalancing, CRM, billing, a very flexible client portal, and you are able to use the platform to replicate every single calculation (like fixed income interest accrual) that is done at the custodian.

Oct 6, 2017 10:19 am

What's best, very affordable if comparable to the common solutions around in the market.