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  However, some have been replaced by solutions that we created later.

Entries in Training (1)


Axys Training

When a local company experienced 100% turnover in the portfolio accounting department. We trained their new staff immediately, and helped them maintain their Axys system during the retraining process. Though this is not our typical training engagement, we are available to train your staff as needed, and on short notice.