Case Study

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

“What convinced us to go with APX was that we could pull the work of five systems together on a single platform.”

For the operations team at Dalton, Greiner, Hartman, Maher & Co., the migration from their previous outdated portfolio accounting system to Advent’s Axys was a big step forward. Not long after, however, Advent introduced Advent Portfolio Exchange (APX), the first integrated portfolio and client relationship management platform. Learn more about how Dalton, Greiner, Hartman, Maher & Co., replaced five separate software programs with APX.