Axys Information Kit

Learn more about Axys and how it can help you streamline, automate, and integrate the investment management process across your entire organization. Our Information Kit includes case studies, product information, a demo and more. Get immediate access after completing our short form.

CASE STUDIES

First American Bank
Learn how First American Bank manages complex workflow with Advent.
McGinley Financial Advisory, LLC
Starting your own investment advisory business? See how this one-person, fee-based RIA firm is using Axys® for all his portfolio management and reporting needs.
WDW Management Services LLC
This family office leverages Advent’s industry-leading integrated suite of Axys, GLX and Advent Partner to optimize operational efficiency and ensure quality client service.

WHITE PAPER

SEC Exam Survival Guide
This 14 page white paper will help you understand what brings the SEC to your door. More importantly, it provides you with actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.

VIDEO

Harris myCFO
Matthew Greathouse, Portfolio System Administrator, discusses the flexibility of Axys, including diverse security coverage, integrated multi-currency and accurate fixed income reporting.
Axys
The most widely used and trusted portfolio management system on the market, Axys® is the backbone of all types and sizes of firms. With hundreds of standard reports and the ability to easily customize reporting, Shana Bruner from Advent talks about why Axys’ dominates the industry. (1:30)

DEMO

PRODUCT BRIEF

AXYS OVERVIEW
Learn how Advent’s solutions can help you streamline, automate, and integrate the investment management process across your entire organization.