Case Study: Dalton, Greiner, Hartman, Maher & Co., LLC streamlines operations with SS&C Advent APX

Dalton, Greiner, Hartman, Maher & Co., LLC streamlines five systems onto one platform with SS&C Advent

Dalton, Greiner, Hartman, Maher & Co., LLC was a satisfied user of SS&C Advent's Axys portfolio accounting solution but sought to significantly streamline its operations by consolidating multiple systems. The firm's challenge was to integrate the work of five separate systems onto a single, more efficient platform. They identified the Advent Portfolio Exchange (APX) from SS&C Advent as the solution to this operational complexity.

SS&C Advent implemented its APX platform, an integrated portfolio and client relationship management system. The solution was delivered by Advent Services on time and on budget. The primary result was that Dalton, Greiner, Hartman, Maher & Co. successfully consolidated the functionality of their five previous systems onto SS&C Advent's single APX platform, achieving their goal of streamlined operations.

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