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Advent Software

Advent Software, Inc. (www.advent.com), a global firm, has provided trusted solutions to the world's leading financial professionals since 1983. Firms in more than 50 countries use Advent technology and manage investments totaling nearly US $14 trillion. Advent's quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs.

Advent OnDemand offers Advent's award-winning suite of investment solutions through the Software-as-a-Service model (SaaS), with or without data management and reconciliation. We provide industry leading solutions for portfolio management and accounting, trade order management, investor servicing, research management, custodial data and corporate actions.

Our Website: http://www.advent.com


Latest Content From Advent Software

Whitepaper: Cost Basis Basics: Preparing for the New Reporting Requirement

by Advent SoftwareAug 18, 2010

Cost basis reporting will have firm-wide impact, from operations to client relations. It will require clear coordination and alignment among RIAs, brokers and custodians, not to mention with investors and their tax advisors. And, as with any new regulation, it will carry costs in both systems and staffing. Understanding the impact and preparing for it will help make those challenges and costs manageable.


Whitepaper: Advent Custodial Data Interface

by Advent SoftwareAug 18, 2010

Advent Software strives to achieve high standards of security and privacy safeguards for customer records and other confidential information that Advent receives. Procedures and processes are designed to conform to generally accepted industry protection objectives and safeguards such as those described in the Gramm Leach Bliley Act (GLB)1 and various state data protection regulations.


Whitepaper: Tamale RMS Provides Insight into Analysts' Thinking at Weitz Funds

by Advent SoftwareAug 10, 2010

In a previous job, research analyst Barton Hooper had been introduced to a technology solution that seemed to be exactly what Weitz was looking for: Tamale RMS, the pioneering research management solution that is now part of the Advent suite. Tamale met a number of needs for Weitz, providing: a means of organizing research information according to the firm?s investment process. A conduit of clear communication between analysts and portfolio managers. A historical record of data and opinions


Whitepaper: Cost Basis Reporting Readiness

by Advent SoftwareAug 10, 2010

Although the requirement affects issuers of 1099s directly, many investment advisors include cost basis and capital gain information on their statements to clients, and investors have historically relied on the advisor for tax preparation. Advisors who continue this practice must be sure their cost basis calculations are accurately reconciled with those of their custodians as it is likely that investors will contact their advisors (rather than custodians) if they have questions or


Whitepaper: Germany's MainFirst Asset Management Zeroes in on Growth

by Advent SoftwareJul 29, 2010

MainFirst Asset Management?s operating platform previously comprised a combination of legacy vendor software and Microsoft Excel spreadsheets. Instead, the firm wanted an integrated front to back-office technology solution to better support its institutional investors. So it turned to Advent?s Moxy? order management system and Advent Portfolio Exchange? (APX). According to Mr. Kogler, a major benefit of implementing Advent?s software ?is the comfort that comes from having a complete and


Whitepaper: Global Provider Saw an Opportunity to Grow its Business with Geneva

by Advent SoftwareJul 20, 2010

Maples Finance?s fund administration platform is built around Advent?s Geneva?, the leading global portfolio accounting solution. Geneva is well-known in the alternative investment world for its broad security coverage and support for complex multi-currency, multi-asset strategies. The same versatility offered by Geneva that enables Maples Finance to administer a wide variety of hedge funds, also made it an ideal platform for servicing hedge fund managed accounts. ?Hedge fund managed


Whitepaper: New Moxy Functionality Streamlines Trading at Silver Bridge

by Advent SoftwareJul 19, 2010

Silver Bridge Capital Management had experienced success with its combination of Advent Portfolio Exchange and Advent?s Moxy trade order management system. The Boston-based wealth manager welcomed the opportunity to help Advent fine-tune the latest version of Moxy. ?All of our trading goes through Moxy right now,? explains portfolio analyst Joseph Powers. ?We have a centralized trading desk, and we have six advisors that put trades into that desk. They all log into Moxy and put orders on


Whitepaper: Rushmore Streamlines Trading End-to-End With Moxy

by Advent SoftwareJul 06, 2010

As a client of Advent?s Axys? portfolio accounting system, and later Advent Portfolio Exchange? (APX), Rushmore knew where to turn for a trading solution. Advent?s Moxy trade order management system provides the firm with a single centralized hub for managing the entire trading process, from portfolio construction through execution and settlement. ?Moxy has improved our trade order management significantly in terms of speed, breaking up block orders and reducing errors,? Mr. Vann


Whitepaper: APX and Moxy Powers the Growth Strategy for Pendo LLC

by Advent SoftwareJul 06, 2010

From portfolio construction through trade execution to final settlement and allocation, Moxy provides a centralized platform for managing the firm?s trading. Around 70% of Pendo?s trading is electronic, leveraging Moxy?s FIX connectivity with brokers. ?The FIX connection in Moxy works very well,? says Ms. Larsson. ?I?m able to see when the trade is sent, trade status, when it?s received, and that it?s pending. I?m able to see when it partially fills or fully fills, then


Whitepaper: Advent Portfolio Exchange (APX) Is the "All-In-One Solution" for Wasmer, Schroeder and Co.

by Advent SoftwareJul 06, 2010

APX is designed for use across multiple responsibilities in an organization. To protect sensitive data, it incorporates other security features including permissions and controls to restrict individuals to only those areas they need to perform their jobs and a comprehensive patented audit trail tool. ?That was actually one of our other big drivers to APX,? says Josephine Haines, the firm?s chief operating and compliance officer. ?It?s good to be able to restrict personnel from