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
It’s a trio of problems: Mifid II’s data problem; blockchain projects stalled; and data quality issues for machine learning.Subscribe to Weekly Wrap emails