Case Study

Buttonwood Financial Advisors

Buttonwood Financial Advisors

“I would need to pay somebody on the order of $40,000 a year to perform the system and operational functions managed by Advent OnDemand. ” Damian Gallina, Principal, Buttonwood Financial Advisors Client Story Advent OnDemand Advent Portfolio Exchange Buttonwood Holds Down Headcount with Advent OnDemand® Damian Gallina wanted to run his own investment advisory business—not an IT department. So when he needed a portfolio management system for his

Join for free to read