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Alternatives to Advent Axys

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Sep 12, 2017 8:28 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.


Oct 6, 2017 2:18 pm

I suggest you take a look at 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 2:19 pm

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

May 29, 2018 8:22 pm

Curious what you have decided on for reporting. i have used Axys in the past but think its a little overpriced for what it does. Looking into Panoramix and Advisor Assistant right now, but would like other options.

Oct 21, 2021 7:25 am

pivolt can be considered as the best alternative CRM than

Advent Axys

Dec 23, 2021 5:01 pm

I’d recommend Riskalyze. A few months ago we introduced this for work together with Employee monitoring - WorkTime soft for our office because we are also going to find something fresh at this time. Now I can say it’s more modern and comfortable to use and has cheaper price.