Montag & Caldwell Inc. has installed portfolio management software from Advent Software Inc. to support 34 staff in its Atlanta headquarters. The implementation is part of a systems upgrade that began during the firm's move to new office space at the end of September.
Advent's Professional Portfolio is running on a 486-based server at the firm and is accessed by nine portfolio managers who use the system to run client reports. Also accessing Professional Portfolio are 21 operations and admini
While at Sibos Toronto, James shares some interviews covering topics on blockchain, fintechs and cybersecurity.Subscribe to Weekly Wrap emails