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TandemBiz

  1. Blogged: Data backup is integral part of running your financial services firm hub.am/xdNft3 10:09 AM Feb 22nd via HubSpot
  2. Axys to include all 62 Catalog Reports for free when firms renew after April 1, plus new compatibility release in mid 2011. 6:21 AM Feb 4th, 2011 via HootSuite
  3. Total Rebalance Expert needs some Advent Axys users for integration testing. Interested in automatic rebalancing? http://ow.ly/3iXYb 10:26 AM Dec 2nd, 2010 via HootSuite
  4. Blogged: Sunset of support for Advent Axys 3.5.1 and 3.6 http://hub.am/cZRFKi 2:30 PM Sep 15th, 2010 via HubSpot
  5. Need account aggregation? 50% off ByAllAccounts implementation and training http://ow.ly/2DIGh 5:38 PM Sep 13th, 2010 via HootSuite
  6. Advent Software named 'Best Portfolio Management System Provider' http://ow.ly/2srQt 8:08 AM Aug 20th, 2010 via HootSuite
  7. Helpful FAQ for SEC custody rule: http://ow.ly/2ogBS 11:24 AM Aug 11th, 2010 via HootSuite
  8. Do Women and Men Have Different Remote Work Styles? http://blogs.bnet.com/management/?p=2373 ...thoughts? 6:02 AM Jul 7th, 2010 via web
  9. Managing your practice based on its development phrase http://ow.ly/283sW 5:29 AM Jul 7th, 2010 via HootSuite
  10. Got a question about Morningstar Office today... Positive reviews? Critiques? 8:25 AM Jun 3rd, 2010 via HootSuite
  11. Worthwhile management advice http://ow.ly/1qyy6Z 12:46 PM May 28th, 2010 via HootSuite
  12. Blogged: Make Life Easier With Portfolio Management Software (Part 2) http://hub.am/ceyTeh 9:56 AM May 25th, 2010 via HubSpot
  13. Blogged: Make Life Easier With Portfolio Management Software (Part 1) http://hub.am/bcP1CV 8:47 AM May 24th, 2010 via HubSpot
  14. New URL for Bob Veres' "Future of the Financial Advisory Business" http://ow.ly/1O6QV Thx to @susanweiner for the heads up 6:26 AM May 21st, 2010 via HootSuite
  15. RT @susanweiner: Blogged: Plain English can bring your financial topic to life http://ht.ly/17rUP1 5:53 AM May 21st, 2010 via HootSuite
  16. Blogged: Achieving a whole financial picture in Axys and APX http://hub.am/8X8SSF 6:09 AM May 20th, 2010 via HubSpot
  17. A nod to paperless offices, and the iPad for advisers coverage by @BillWinterberg http://ow.ly/1Nlrk 3:06 PM May 19th, 2010 via HootSuite
  18. AMAnet: How do you make your organization more adaptive to challenges and opportunities? | http://ht.ly/1LZrr 8:36 AM May 19th, 2010 via HootSuite
  19. RT @BillWinterberg: [Why wait until October?] RT @bduhon & @rileybeebs: #WorldPaperlessDay on Oct 28 http://ow.ly/1MyfQ 7:56 AM May 18th, 2010 via HootSuite
  • Name Tandem
  • Location Plano, TX
  • Web http://www.tandem...
  • Bio Offering specialized consulting, project, and outsourcing solutions for companies using Advent Axys or APX.
21 Following 16 Followers 3 Listed
Nozbe Tom Skalczyński Scott Stratten Jane Dominguez MichaelStillman AIF® Stephanie Sammons fabeetle Interaction Dynamics Cliff Campeau Andrew Gluck ByAllAccounts Randy Kemp Susan Weiner, CFA RIABiz Amy E. Buttell Kristen Luke Russ Thornton Joel Bruckenstein InvestmentNews Advent Software Bill Winterberg CFP®