Case Study: Dalton, Greiner, Hartman, Maher & Co. achieves on-time, on-budget APX implementation with SS&C Advent (Advent Services)

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

Dalton, Grenier, Hartman, Maher & Co, an asset manager with about $2 billion AUM and primarily institutional clients, wanted to consolidate the work of five systems onto a single integrated platform. To replace its legacy Advent Axys setup and streamline operations, the firm chose SS&C Advent’s Advent Portfolio Exchange (APX) and engaged SS&C Advent’s Advent Services to manage the conversion and improve on a prior third‑party implementation.

SS&C Advent implemented the migration using Advent Services’ proprietary methodology—rigorous planning workshops, risk mapping, and certified project managers and consultants—to oversee the APX deployment. The project was completed on time and on budget, protected client data, avoided service disruption, trained staff for immediate use, and delivered the expected operational efficiencies and ROI from day one.

Dalton, Grenier, Hartman, Maher & Co

Erika Donalds

Vice President and Controller