Founded in 2005, Mittleman is an SEC-registered investment advisor which provides discretionary portfolio management to individuals and institutions.
Advent said that the Advent OnDemand offers suite of investment solutions through the Software-as-a-Service model (SaaS), with or without data management and reconciliation.
Mittleman selected Advent OnDemand to leverage Advent’s platform in a hosted environment complete with fully outsourced back-office management.
Mittleman Investment Management director of marketing and business development Evan Newman said Advent’s proven reputation, solution capabilities and data integrity were the key reasons that we chose them as technology partner.
"One of our goals was a fast implementation and the ability to be up and running within one month. Advent gave us the confidence that it could be done, and they delivered. No other service provider offered us the same peace of mind and reliability that Advent offered," Newman said.
