“As an asset manager, we have to be completely on point with everything that we send out to clients and consultants. They’re requiring a lot more due
“As an asset manager, we have to be completely on point with everything that we send out to clients and consultants. They’re requiring a lot more due
2 PagesCASE STUDY advent.com “As an asset manager, we have to be completely on point with everything that we send out to clients and consultants. They’re requiring a lot more due diligence. APX allows us to easily comply with those requests.” Erika Donalds, Chief Financial Officer, Dalton, Greiner, Hartman, Maher & Co., LLC DGHM replaces five separate software programs with APX For the operations team at Dalton, Greiner, Hartman, Maher & Co., the migration from their previous outdated portfolio accounting system to Advent’s Axys was a big step forward. Not long after, however, Advent introduced Advent Portfolio Exchange (APX), the fi rst integrated portfolio and client relationship management platform. “We were very happy with Axys,” recalls Erika Donalds, Chief Financial Officer. “It was rea
