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  However, some have been replaced by solutions that we created later.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 xPort (1)


Advent Axys / APX to INDATA conversion

Assisted investment firm with conversion from Axys to INDATA using our xPort application and created additional data feeds in xPort specifically for Advent Axys & APX users converting to INDATA.

Built INDATA tables for fx, price, performance, portfolios, security master, client lot table, client portfolio holdings and composites.