Tandem Business Specialists provides expert and reliable services for companies using Advent® products. We bring extensive experience, in-depth product knowledge, and unwavering dedication to every business relationship. Our managing partners and staff have served in managerial, consulting, and front-line roles for independant RIA offices and wealth management firms as well as trust and banking companies. Our decades of hands-on experience with Advent® products such as Axys®, APX®, and Moxy® inform our understanding of the challenges and needs that are unique to each office.
Our distinctive combination of industry experience, portfolio management and office productivity software expertise, propietary processes and infrastructure, and unwavering attention to customer satisfaction allows us to provide our clients with the highest levels of service and quality assurance.
We welcome the opportunity to speak with you about your needs and the ways in which our people and services may be ideally suited to meeting them.