We use Tandem Business Specialists for our custodial downloading/reconciliation and statement entry for Advent Axys and are very pleased with their services. Needless to say, it is refreshing to receive the prompt, personal service provided by Tandem.

Our experience with Tandem Business Specialists has always been professional, efficient and timely. We appreciate their outstanding customer service and support.

Tandem Business Specialists provide continuity and demonstrated expertise in back office operations for our Axys-based firm. We engage Tandem for daily reconciliation and also as advisors on industry and Advent best practices. We are pleased to be able to leverage Tandem’s services to provide space in our days to focus on growing our clients’ satisfaction.

From the start, Tandem has been efficient and professional. They quickly got up to speed on the particulars of our business and our processes, and through the years have helped us get even more value out of our Advent Axys system. I am thankful to work with Tandem, because they give us the time and the peace of mind to focus on our clients and the growth of our business.

I have been working with Tandem since August of 2010. I have found Susan to be extremely knowledgeable, and accessible. Anytime we had software problems that required Susan to update our accounts, Susan responded immediately. She is always willing to work around our timetable. Susan has given us peace of mind when it comes to Account Reconciliation. She gives us the confidence and accuracy our clients demand when discussing Account Performance.

We continue to be thrilled with Tandem’s ability to help our advisor clients navigate Advent, Tandem’s expert back office services within Advent, and Advent software costing and logistics issues. We continue to recommend Tandem to advisory firms looking for expert assistance with Advent and realize how liberating it is to outsource the portfolio accounting back office work so they can focus on business development.