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Advent Software is moving ahead in the RIA tech market-- even if most Axys users refuse to budge

Advent Portfolio Exchange is hitting its stride but mostly thanks to a whole new generation of customers

Author Brooke Southall May 10, 2010 at 6:34 AM
2 Comments
no description available
Peter Hess: [The concern] is getting existing Advent clients to rethink their relationships with us. That’s our biggest uphill challenge.

Technology


Jeff McClure

Jeff McClure

October 17, 2012 — 5:36 PM

Am I missing something here? Black Diamond is a wholly owned subsidiary of Advent, so how it is a competitor?

Brooke Southall

Brooke Southall

October 18, 2012 — 6:18 AM

Hi Jeff,

Confusion understandable.The article was originally published pre-merger.

Brooke


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Mentioned in this article:

Morningstar, Inc.
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Top Executive: Joe Mansueto



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