This work log details selected products, projects, experience and events we have participated in since we started working with investment advisors over twenty years ago.  It is meant to be an informal, but informative accounting of what we do for our clients.  Many of these solutions are still in use today.  However, some have been replaced by solutions that we created later.

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The xPort utility exports all critical information from Axys (and APX) to comma separated format, and if requested xPort will build Microsoft Access tables that contain this data.