Integration with our Alliance Partners
Advent’s free financial planning integration is an easy way to see Axys or APX holdings in your 3rd party financial planning tools. The integration produces portfolio holdings information in an import friendly format intended to work with any 3rd party financial planning vendor which allows you to automate manual processes and minimize the risk of error. Advent collaborated with four vendors, listed alphabetically, to develop and validate the integration – eMoney Advisors, Money Tree Software and MoneyGuidePro. Nonetheless, the extract is intended to be platform agnostic and available for any vendor willing to import the Advent extract standard.