This work log details selected products, projects, experience and events we have participated in since we started working with investment advisors over twenty years ago.  It is meant to be an informal, but informative accounting of what we do for our clients.  Many of these solutions are still in use today.  However, some have been replaced by solutions that we created later.

Entries in APX (2)

Thursday
Jul152010

Encore

Encore enables users to customize and package multiple reports from from Axys, APX, Office Applications, et cetera via PDF file format. As files are created the information is stored in a table which can be referenced later to bring frequently used report packages up quickly and easily.

Thursday
Jul152010

xPort

The xPort utility exports all critical information from Axys (and APX) to comma separated format, and if requested xPort will build Microsoft Access tables that contain this data.