Reviews written by wealthben

3 results - showing 1 - 3  
 
 
The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
Webinars
wealthbenwealthben   February 06, 2014
(Updated: February 06, 2014)
3.0
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Advent Axys
Portfolio Management
wealthbenwealthben   August 15, 2011
Overall rating 
 
 
2.8
Company 
 
 
2.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
2.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
2.0
Security 
 
 
2.0
Hosting 
 
 
3.0
Pricing 
 
 
1.0

Advent Axys is stuck in the past

It seems like Advent doesn't want its current Axys customers to upgrade to APX, they don't offer any deals and it's a significant jump in price. Once you factor...

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Continuity Planning For Advisors
Webinars
wealthbenwealthben   August 12, 2010
(Updated: August 12, 2010)
4.0
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3 results - showing 1 - 3