Advest is one of the nation’s oldest Brokerage firms with an active investment banking practice. Advest’s investment advisory group provides customized balanced, equity and fixed-income portfolio management to high net-worth individuals and institutions.

We designed and developed a custom MS Access Database solution to manage M&A and financing lifecycle activities — from initial client prospecting, through the sales process to close and relationship management. PCApps worked with Advest’s M&A department to design a solution from existing MS Excel spreadsheets.