— Previously used SS&C Advent’s Axys® and APX OnDemand® — Sought a portfolio management system with the flexibility to manage highly customized solutions, proprietary portfolios, and alternative investments BENEFITS: — Improved client engagement with custom, high-quality reporting — Intuitive, easy to use billing system that saves time — Broad asset diversification with robust support for alternative investments — Easy transition with dedicated service team — Continuous improvement through ongoing dialogue and support

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