The advisor upgraded to the APX platform from Advent's Axys trading and portfolio management system in order to achieve more integrated functionality across por-tfolio management, CRM and data management operations.
Sean Porrello, director of investment technology at Trusco, says the APX implementation has provided greater data accuracy and automation of processes at the firm. "Data integration and automation were the primary drivers for the upgrade," he explains. "The access
James talks about his trip to Chicago and some of the interesting topics that came up (including a look at disaster recovery demands). Then Anthony and James touch on ISDA's initial margin rules, with Phase 3 going live next year.Subscribe to Weekly Wrap emails