Solutions We’ve Delivered
The results are real and measurable. Our solutions provide lasting value to our clients. Here is a small selection of our success stories.
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Replace Excel billing process with Custom Software SolutionThat Excel billing process worked pretty well when you had 25 clients. Now you’ve got 10 times as many clients and it’s a six-week sufferfest. READ MORE
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Historical Dividend Yields on Portfolio AppraisalsAPX reporting does many things “right out of the box”. One thing it does not do is keep track of historical dividend data. One firm couldn’t take it anymore. READ MORE
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Setting the Standard in Schedule K-1 Report DeliveryGoing the extra mile to help your client is great for them, but the burden on your team can be sizable. READ MORE
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Comprehensive and Reproducible AUM ReportingAPX is designed to provide solutions for the middle of the bell curve. But what if your essential reporting needs, like assets under management, are unique? READ MORE
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Automated Trade Notification DeliveryEvery firm we talk to has workflow improvements that are low hanging fruit. There are usually two or three high-ROI projects that we can take care of right away. Automating trade notifications is one example. READ MORE