Outsourcing to Advent Enables Wislar to Achieve Goals of Independence
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(0)Overview: APX through Advent OnDemand offers the convenience and cost savings associated with outsourcing without compromising any functionality. Users get: Fast and easy access to portfolio data for decision making, Automated generation of a wide range of reports, Performance measurement and analytical capabilities, “I’m actually trying to outsource everything, which I think makes total sense,” says Mr. Wislar citing two other key advantages of outsourcing: Disaster preparedness: “With outsourcing, if my office were to burn down or any kind of catastrophe occurred, I could easily be back up and running instantly at a different site.” Access on the road: “I travel to see clients quite a bit. I take my laptop and when I’m at a client’s home, we can easily use the Advent system to go through their portfolio performance and look at their accounts in a variety of ways. Otherwise, I’d have to try and anticipate their questions and hope I pulled the right reports. This way, I can show them anything on the system that I could in the office.”
