“Having Advent reconcile the daily activity is one less thing we have to do, and it’s nice not having to worry if there’s a problem. ” Charlie Hulbert, Compliance Of?cer, Freed Investment Group Client Story Advent OnDemand Advent Portfolio Exchange Axys Freed Investment Group Freed of Operational Headaches As a CPA, Charlie Hulbert had his hands full with taxes, audits and other accounting duties. This was before he was asked to take on the ad

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