PriceFusion Quarterly Bulletin – Product Features & Updates – Pricing & Reference Data Interface Connects Advent Portfolio Exchange® (APX) to Thomson Reuters DataScope Select
Tag: Advent Portfolio Exchange
Family Offices are struggling to manually keep data synchronized between key systems. This process is time consuming and can introduce errors. Here’s how automation can save the day.
UNAPEN reduces workloads and manual errors by providing QuickBooks integration with Advent Axys, APX and SchwabPT PortfolioCenter, custom-tailored to the needs Family Offices and Wealth Mgmt firms.
The new release of ClientLogix 5.0 offers a hybrid implementation of LAN, Web and Mobile CRM and Business Intelligence to the Investment Management industry that drives user adoption by centralizing/aggregating data and making it easy to access that critical information.
Wrap/SMA managers are often dissappointed with CRM options, ClientLogix is tailored for these managers.
UNAPEN’s ClientLogix™ CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company.
For over 20 years, UNAPEN Inc. has been a steadfast source for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.