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Advent OnDemand
Case Studies
With Advent OnDemand,
Broyhill Family Office
Builds Platform for Growth
Advent OnDemand Takes the IT and Staffing Burden Off
Atwill Financial Consulting
Blue Oak Capital
Makes More Time for Client Service with Advent OnDemand
Cooper Lapman Financial, LLC
“Keeps It Simple” With Advent OnDemand®
Frantzen Capital Management, Inc.
Leverages “Best-of-Breed” Solutions Online Via Advent OnDemand
Freed Investment Group
Freed of Operational Headaches by Advent OnDemand
Girard Securities
Improves Reporting and Client Service While Keeping Costs Down with Advent Portfolio Exchange® through Advent OnDemand
Why
Mittleman Investment
Selected Advent OnDemand over the Competition
PG Capital Management
Declares Independence with Advent OnDemand
Stillwater Capital Advisors
Meets Clients’ Needs from Day One with Advent OnDemand
Advent OnDemand Enables
Symmetry Capital
to Increase Business without Increasing Staff
Advent OnDemand® Positions Detwiler Fenton’s
TEG Partners
for Long-Term Growth
Willingdon Wealth Management
Upgrades Reporting Quality and Frequency with Advent OnDemand®
Outsourcing to Advent Enables
Wislar Wealth Management
to Achieve Goals of Independence