Advent OnDemand Takes the IT and Staffing Burden Off Atwill Financial Consulting
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(0)Overview: “After doing some research, Advent’s outsourcing solution made a lot of sense. It had a good track record. It was a company that had been around and had a strong reputation.” For Atwill Financial Consulting Group, the key advantages to outsourcing are: No need for operations and IT staff: “For me it was a question of having to hire people, train them and pay them. For a young and growing RIA, it made more sense to have a company like Advent that does this on a regular basis and does it right.” Assurance of accuracy and efficiency: “It’s really critical to have someone you can count on, and not have issues or questions about whether the data is correct, or whether you’re doing things correctly. Not doing it right costs money, clients and credibility.” Keeping the focus on investing, not operations: “I really dislike doing those things. It’s Management 101: latch on to the things you like and do well, and outsource the things you don’t like to someone who does them well.”
