Our clients depend on us to provide expert and reliable services

We do our best to meet and exceed their high standards. Here’s what our clients say about our efforts.

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.
Josh Lancaster, Director of Portfolio Operations/Chief Compliance Officer, Kinsight, LLC
Our experience with Tandem Business Specialists has always been professional, efficient and timely. We appreciate their outstanding customer service and support.
Client, Peak Investment Management
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.
Kristin Gerhard Steiner, Operations Manager, Avalon Trust
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.
Roger Pine, Financial Advisor, Briaud Financial Advisors
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.
Paul Pignone, Founder, Boston Retirement Advisors, LLC
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.
Jennifer Goldman, President, My Virtual COO

We offer services tailored to your company

At Tandem Business Specialists, we believe that service provider offerings should adapt to meet each client’s needs and preferences, not the other way around.


Services are available bundled or “a la carte” and include daily downloads and reconciliations, manual statement input, performance updates and troubleshooting. We also have unique expertise in alternative investments.Learn More

Custom Reporting

Beyond their standard sets of reports, Axys® and APX® are capable of customizable, flexible, and visually engaging reporting. Let us unlock the available features and functions to develop reports tailored to your unique requirements.Learn More


There are opportunities in every office for improved efficiency, accuracy, and reliability. By integrating our subject-matter expertise, industry best practices, and your company’s existing resources, we help you realize the potential of existing resources.Learn More

Project Services

Companies both with and without associates dedicated to Axys® or APX® have engaged Tandem to help ensure optimal data integrity and software utility. Our experts help your company accomplish its goals regardless of your personnel’s available time or skill set.
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Maximize the value of your Advent software and operational resources

In order to learn how our services can benefit you, contact us today for a free needs assessment.

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