Investment
Systems

Evolution

Quartare provides specialized products and services to Advent Axys and APX users that enhance those platforms. We work directly for your firm, not Advent, and always act in your best interests.

Services

Quartare offers services that empower your investment operations team. We develop reports, improve workflows, increase efficiency, manage challenging projects and build continuity.

Automation & Integration

Quartare has developed and implemented a wide variety of automation, integration, and reporting solutions tailored to the specific needs of investment professionals.

ETL via IMEX & RESTful API

Getting data into and out of Advent Axys and APX is one of the most essential needs that Advent users have to integrate their data with other systems they use.

Quartare empowers Advent users to get data into and out of Advent Axys and APX seemlessly via xPort.

Reporting Enhancements

Quartare helps clients build and customize client-facing reports, report packages, and performance analysis tools that extend the capabilities of Advent products. This includes solutions for managing performance histories, composites, and indexes.

Migrations & Conversions

Quartare faciliates firms transitioning from Advent systems like Axys to later versions of Axys, APX, and other platforms that compete with Axys and APX.

Portfolio Accounting Mergers

Quartare assists firms with the challenges of merging Advent portfolio accounting systems by consolidating data, optimizing iterative workflows, reconciliation, and guiding stakeholders through the process to ensure a smooth transition from pre-merger to post-merger systems.

Data Interface Development

We routinely develop and maintain Axys and APX data interfaces for SaaS providers and financial services firms.

Quartare has developed interfaces for custodians, CRM, OMS, financial data, analytics, class-actions, and reporting applications.

Support & Maintenance

Quartare provides ongoing support, upgrades, system maintenance, and further optimization of portfolio accounting workflows as needed. At a time where it is hard to find vendors that will actually answer the phone, we remain steadfast in our commitment to respond to our clients on a timely basis.

Why Work with Quartare?

Choosing Quartare means partnering with a seasoned expert who combines technical prowess with strategic insight to help you achieve your business goals.

Unmatched Expertise
With over 35 years of experience in financial technology, Kevin Shea offers unparalleled knowledge and insight into Advent Software’s products. His deep understanding of these systems ensures that clients receive the most effective solutions.
Tailored Solutions
At Quartare, we don’t believe in one-size-fits-all. Kevin Shea’s approach involves understanding your unique needs and challenges to deliver customized technology solutions that optimize investment operations at your firm.
Proven Track Record
With decades of experience, Kevin has a history of successfully implementing and managing financial systems for investment advisory firms. His proven track record is a testament to his ability to enhance operational efficiency and drive success.
Personalized Service
As the founder and principal consultant at Quartare, Kevin Shea provides a personal touch that larger firms often can’t. You’ll receive dedicated attention and support from an expert who genuinely cares about your success.
Strategic Insight
Beyond technical know-how, Quartare offers strategic guidance that helps you leverage technology to gain a competitive edge in the financial industry. Kevin's expertise extends to strategic planning, ensuring that technology solutions align with your business goals.
Ongoing Support
Quartare is committed to long-term partnerships. You can count on continued support and updates, ensuring that your technology solutions remain effective and relevant as your business evolves.

Who We Serve

Asset Managers

Wealth Managers

Family Offices

Hedge Funds

Endowments & Foundations

Software Firms & Institutions

Leadership

Kevin Shea established Quartare, a consultancy dedicated to assisting investment firms with technology evolution and innovation, in 2014. Through Quartare, he provides a range of services, including automation, integration, development, and reporting enhancements. Prior to founding Quartare, he was the president and principal consultant of Infosystems Integrated, a firm that specialized in providing outsourced IT management and development to financial services firms 24/7.

He is dedicated to enhancing the capabilities of financial technology systems and committed to helping investment firms create efficiencies and achieve operational excellence. Kevin details his experiences as a fintech consultant providing services to the Advent community at large in the AdventGuru blog and is known for the following:

Expertise in Advent Software Products

Kevin is widely recognized as a subject matter expert on Advent Software's portfolio management systems, particularly Axys and APX. His deep understanding of these platforms has helped numerous investment firms optimize their operations and enhance reporting through integration, automation and tools he developed to work with Advent Software and its data. His services and middleware are frequently sought out to bridge the data gap for financial institutions and other fintech firms that deliver products and services to Advent users through the creation of ETL and data interfaces.

Rapid Development of Customized Solutions

Kevin has developed various tools and systems to address the limitations of Advent's software. This includes data interfaces, report packaging, billing systems, performance reports, web portals, reconciliation tools, data warehouses, license optimization, and client-facing investment analysis reports that extend the functionality of Axys and APX.

Comprehensive Knowledge of Ops, IT and Dev

Kevin has acted as a trusted consultant to many leading financial institutions, helping navigate critical technology issues related to security, compliance, automation, and reporting. As the past president of Infosystems Integrated, Inc., Kevin was the virtual CTO for dozens of Boston’s best financial services firms and managed a team of consultants to provide first-rate IT and development services.

Industry Influence

Kevin has been an active blogger, contributor to Advent User Groups and a featured presenter at industry conferences. His insight and critique have influenced best practices in portfolio management and reporting systems for decades.

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Investment Systems