Montag & Caldwell Is Live With Advent Software Inc.'s Professional Portfolio System

PORTFOLIO SYSTEMS

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

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