Perfect Family Office and Wealth Management Business Solution, Microsoft Dynamics GP and Advent

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A large, well known family office and investment firm was needing an upgrade to the business software that they are currently using. They were operating on an older DOS-based system which required many manual processes and utilization of many spreadsheets for their reporting.

They soon realized that they needed to upgrade their portfolio package and simplify their financial reporting. This company chose Advent for the portfolio management software and Microsoft Dynamics GP for their financial package. They also chose The TM Group to help them implement Microsoft Dynamics and integrate it with Advent because of our experience with family offices.

Read more about this implementation by visiting the Project Profile on The TM Group’s website.

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