APX Significantly Improves Integration at Cornerstone Advisors
Click here to download now
(0)Overview: Cornerstone Advisors was one of the earliest firms to make the transition from Advent’s Axys® portfolio accounting system to Advent Portfolio Exchange®—the end-to-end solution that combines portfolio management and relationship management on a single, SQL-based platform and has recently upgraded to the newest release. “We had three pretty disjointed systems prior to APX: our corporate accounting, a CRM system that was built in-house a long time ago, and Axys,” recalls Jeff Huse, CIPM, Cornerstone’s managing director for technology. “With APX, we got tighter integration between CRM and portfolio accounting, and that was important to us. APX has the only CRM system that is tightly integrated with the portfolio accounting side, so it has a huge advantage over other systems for that reason.”
