Case Study

Klingenstein, Fields & Co.

Klingenstein, Fields & Co.

“The comprehensive, integrated approach of all the different modules made Advent very desirable. The fact that we could have crosstalk and communication between the different parts of the ?rm is just what we wanted. ” Jonathan Roberts, Senior Vice President & Chief Compliance Of?cer Klingenstein, Fields & Co. Client Story Advent Portfolio Exchange Advent Revenue Center Moxy Selects Advent’s Family of Products for Seamless Integration The integra

Join for free to read