Case Study

Dalton, Greiner, Hartman, Maher & Co., LLC

Advent Services delivers 'on-time, on-budget' APX implementation for DGHM.

Dalton, Greiner, Hartman, Maher & Co., LLC, was a very satisfied client of Advent’s Axys portfolio accounting and reporting solution. However, when Advent introduced the integrated portfolio and client relationship management platform, Advent Portfolio Exchange (APX), the firm saw an opportunity to streamline operations significantly.“What convinced us to go with APX was that we could pull the work of five systems together on a single platform,”says DGHM Chief Financial Officer Erika Donalds.