- Home
- /stage-home
- /Capital Testimonial Homepage Slide
Recent Discussions
-
Design Axys Custom Reports
If your firm is one of the estimated 3,000 investment management firms using Advent Axys ...
-
The Adversarial Broker/RIA Relationship
Earlier this week I was asked what we do at Integrated Advisor Solutions. Of …
-
Can Dell Reinvent Itself?
I received an interesting email from Michael Dell yesterday evening detailing Dell’s ongoing relationship …
-
Deliver Custom Axys Performance Reports
We’re big fans of automating as many quarter-end reporting tasks as possible. So when …
-
Cloud Computing and RIAs
I’m old enough to remember the “dumb terminals” and “big iron” used throughout the …
-
Inbound Marketing for RIAs
The global marketing landscape is quietly undergoing a significant transformation due to recent technological …
-
Recent Work
Client Feedback
I finally had a chance to download and review the Historical Performance Report that you created. It looks great! (created custom Axys® report to replace manual quarter end report formatting in Excel)
— Debbie Cunningham, Provident Trust Company

