labelWizard

labelWizard

Search and Manage Advent Axys® Labels What if you have hundreds of Axys client files and you want to be able to manage the labels assigned to them? You may want to set a value for one or more label for each client file so the value varies by the client, e.g. their birth date, their account inception date or the account number.

Achieving this task in Advent Axys® manually is tedious, time consuming, and prone to errors. labelWizard can easily read the data from Advent Axys®, makes it easy to add or update label values and then update that information back to Advent Axys®. Additionally, labelWizard can also delete labels for you. The process is simple to use and eliminates the effort of updating client files individually in Advent Axys®.

Current Integrations labelWizard is currently integrated with Advent Axys®. If you are interested in labelWizard and have a different portfolio management software application please inquire as we will always consider other integrations.

Overview

Manipulate and export labels data from portfolios managed in Advent Axys®




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