During an Axys Implementation, we work closely with our clients to ensure a successful transition and ultimately a smooth-running system. Throughout the initial phase of the Axys implementation, our expertise allows us to act as the point person between the client and Advent to assist with the transition. Our Custom Reporting experience allows us to leverage our knowledge as well as Advent's abilities to provide a successful implementation of the Portfolio Management System.

Data Conversion

Data Conversion services include conversion of primary and transaction files from prior systems as well as data entry support for manual system conversions.  We plan the conversion, design the data flow, implement the program that performs the conversion, and test the data following the conversion process.