Case Study: Dalton, Greiner, Hartman, Maher & Co., LLC achieves on-time, on-budget APX conversion and streamlined operations with SS&C Technologies (Advent Services)

Dalton, Greiner, Hartman, Maher & Co., LLC - Customer Case Study

Dalton, Greiner, Hartman, Maher & Co., LLC, an asset manager with about $2 billion AUM and predominantly institutional clients, wanted to streamline operations by migrating from Advent Axys to Advent Portfolio Exchange (APX) to consolidate the work of five systems onto a single platform. To avoid the delays and inefficiencies they experienced with a prior third‑party consultant, the firm engaged SS&C Technologies’ Advent Services to manage the APX conversion.

SS&C Technologies deployed its Advent Services implementation project management, using a proprietary, workshop-driven methodology to assign roles, anticipate and mitigate risks (including staff turnover), and define contingencies. The conversion was completed on time and on budget, delivered a smooth, virtually seamless go‑live with trained staff, consolidated multiple systems into APX, and positioned Dalton, Greiner, Hartman, Maher & Co., LLC to realize immediate operational efficiencies and ROI.

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

Erika Donalds

Chief Financial Officer