Case Study

Pendo LLC

Pendo LLC

“With Advent, we believe that we could grow from a $50 million to a billion- dollar ?rm with the same environment that we have now. ” Tina Larsson, Chief Executive Of?cer and Lead Portfolio Manager, Pendo LLC Client Story Advent Portfolio Exchange Moxy APX and Moxy Power the Growth Strategy for Pendo Manhattan-based Pendo LLC opened its doors in 2007 with Advent Portfolio Exchange (APX) as its integrated portfolio management and CRM solution. “W

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