Provide company-wide access to your
portfolio reports without the cost of additional licenses.
Upgrade the quality of your client
reports, including charts and family aggregation.
Open Portfolio Warehouse organizes your scattered Axys® data into one centralized, open SQL Server database. Our technology synchronizes your Axys® data as it changes and provides an audit trail of each change.
A
Data Warehouse Solution for the Advent Axys® platform.
Open Portfolio Warehouse makes your use of Axys® better by providing a flexible environment for robust, custom report writing and by improving the quality of your data and processes with data integrity filters.
New
Features
‣Permissions
schema updated to allow for restricting access to both
Accounts and Groups.
‣Audit
functionality now supports tracking who
made the change to your Axys® data.
Empower your Associates with new
methods of interacting and viewing data. Analyze
and present your data in ways not possible in Axys®.
Open Portfolio Warehouse can automate the creation and publication of client reports directly into a client document portal.
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