Case Study: Dalton, Grenier, Hartman, Maher & Co achieves consolidation of five systems, streamlined operations and improved compliance with SS&C Advent APX

Dalton, Grenier, Hartman, Maher & Co - Customer Case Study

Dalton, Greiner, Hartman, Maher & Co., an asset manager with about $2 billion AUM and primarily institutional clients, was operating five separate systems (legacy Advent Axys, a separate CRM, Microsoft Access, FoxPro mailings and heavy Excel usage). The firm needed a single, auditable platform to improve compliance, reduce reporting errors, streamline account setup and consolidate portfolio and client data; they engaged SS&C Advent and evaluated Advent Portfolio Exchange (APX) and the broader Advent asset management suite.

SS&C Advent implemented APX together with Advent Partner and Advent Revenue Center to replace the disparate tools and unify portfolio, CRM and billing workflows. The consolidated solution improved compliance and due‑diligence tracking, drove firmwide CRM adoption, enabled smooth third‑party integrations and cut manual work—management reporting now saves about 1–2 days per month and billing saves at least one day per quarter—while reducing errors and streamlining new‑account setup.

Dalton, Grenier, Hartman, Maher & Co

Erika Donalds

Vice President and Controller