NEWSROOM

Welcome. Here is where you can find out all about our latest product releases, new partnerships, client stories and more. See what others in the media are saying about Advent. And check out the awards we’ve received for our technology as well as our corporate citizenship.

Press Releases

View all of our press releases below.

April 24, 2014
Advent Software to Present at the Jefferies 2014 Global Technology, Media and Telecom Conference
April 14, 2014
Advent Software to Release First Quarter Results for 2014 on Monday, April 28, 2014
March 13, 2014
Advent Software Wins 2014 Private Asset Management Award for Best Technology Platform
March 12, 2014
Advent Software to Present at the Bank of America Merrill Lynch SMID Cap Conference
March 6, 2014
Essex Financial Services Selects Advent’s Black Diamond Platform
March 6, 2014
Advent Receives Top Honors From Hedgeweek Readers
February 24, 2014
Advent Software Wins Two 2014 MENA Fund Manager Fund Services Awards
February 19, 2014
LUX Fund Technology and Solutions Receives Advent Premier Consulting Partner Designation
February 10, 2014
Advent Software Announces New Integration Agreement with TD Ameritrade Institutional’s Veo® Open Access
February 5, 2014
Advent Software Collaborates with FINCAD to Enhance Derivative Valuation and Risk Management Capabilities
February 4, 2014
Advent Named “Best Fund Accounting Technology Platform” by Global Custodian
February 3, 2014
Advent Software Reports Fourth Quarter and Full Year 2013 Results
January 21, 2014
Advent to Release Fourth Quarter Results for 2013 on Monday, February 3, 2014

AWARDS

From “Best Portfolio Management Software” to “Best Place to Work,” Advent, our products and our people have earned a wide range of recognition.

2014 AWARDS

WealthBriefing Switzerland & Liechtenstein Awards 2014 WealthBriefing Switzerland & Liechtenstein Awards 2014
Best Client Communications & Reporting
HFM Week HFM Week European Hedge Fund Services Awards 2014
Best Technology – Fund Accounting
Family Wealth Reports Family Wealth Reports Awards 2014
Best CRM System
Hedgeweek 2014 Hedgeweek Awards
Best Fund Accounting and Reporting Systems
Hedge Fund Journal The Hedge Fund Journal Awards 2014
Leading Margin Management Solution
PAM Awards PAM Awards 2014
Best Technology Platform - Advent Portfolio Exchange (APX)
Mena Fund Manager Mena Fund Manager
Best Portfolio Management Software Provider
Best Fund Accounting & Reporting Software Provider

2013 AWARDS

Forbes 2013 America’s Best Small Companies Forbes 2013
America’s Best Small Companies
Hedge Funds Review Service Provider Rankings 2013 Hedge Funds Review Service Provider Rankings 2013
Technology provider for accounting and reporting
the Global Custodian Award for Excellence in Fund Accounting for 2013 Global Custodian Award for Excellence in Fund Accounting for 2013
Award for Excellence Technology, Consultancy, & Law
Corporate Philanthropy Awards 2013 Corporate Philanthropy Awards 2013
Highest Ranked Bay Area Corporate Philanthropists
Goodacre's Systems in the City Awards 2013 Goodacre’s Systems in the City Awards 2013
“Best Research Management Solution”
Citywealth Magic Circle Awards 2013 Citywealth Magic Circle Awards 2013
“Technology Vendor of the Year”
HFM Hedge Fund Services Awards 2013 HFM Hedge Fund Services Awards 2013
Best fund accounting and reporting software
Best Places to Work in the Bay Area 2013 Best Places to Work in the Bay Area 2013
Advent Software Awarded 'Best Places to Work'
2013 Markets Media Choice Awards 2013 Markets Media Choice Awards
Best Portfolio Management and Accounting Systems
IAIR Asset Management Awards IAIR Asset Management Awards
Excellence in Alternative Investments Technology Provider USA
Mena Fund Manager Mena Fund Manager
Fund Services Awards 2013 Winner

2012 AWARDS

Best Places to Work in the Bay Area 2012 Best Places to Work in the Bay Area 2012
Advent Software Awarded 'Best Places to Work'
CEB Tower Group 2012 CEB Tower Group 2012
Moxy Recognized as “Best-in-Class” for Enterprise Support
Advent Software Receives Top Honor from Buy-Side Technology Advent Software Receives Top Honor from Buy-Side Technology
Advent Named 'Best Buy-Side CRM Product/Service'
CEB TowerGroup Technology Assessment 2012 CEB TowerGroup Technology Assessment 2012
APX Recognized as “Best-in-Class” in All Categories. Portfolio Tools, Advisory Experience, Workflow Management and Enterprise Support
FSO Knowledge Xchange FSO Knowledge Xchange
Advent Awarded Top Honors for “Excellence in Performance Measurement"
Waters Magazine Ranks Advent as the Leader in Portfolio Management Category Waters Magazine Ranks Advent as the Leader in Portfolio Management Category
Best Portfolio Management System
Goodacre's Systems in the City Awards 2012 Goodacre’s Systems in the City Awards 2012
“Best Investment Tool”
Citywealth Magic Circle Awards 2012 Citywealth Magic Circle Awards 2012
“Best Technology Provider”
FTF News Technology Innovation Award 2012 FTF News Technology Innovation Award 2012
Most Innovative Mobile Technology Application
HFM European Hedge Fund Services Awards 2012 HFM European Hedge Fund Services Awards 2012
Best technology for start-up funds
The Hedge Fund Journal The Hedge Fund Journal
Geneva® Named 'Leading Portfolio Management System'

2011 AWARDS

125 Best Places to Work in the Bay Area 125 Best Places to Work in the Bay Area
Advent Software Awarded 'Best Places to Work'
Funds Europe Awards 2011 Funds Europe Awards 2011
European Back Office of the Year
HFM European Hedge Fund Services Awards 2011 HFM European Hedge Fund Services Awards 2011
Advent selected as the winner for the 'Best fund accounting and reporting system' category.
Advent Software Receives Top Honor from Buy-Side Technology Advent Software Receives Top Honor from Buy-Side Technology
Advent’s Geneva® Named 'Best Buy-Side Portfolio Accounting Platform’ For Fifth Consecutive Year.
Advent's Stephanie DiMarco Named among 50 Leading Women in Hedge Funds Advent’s Stephanie DiMarco Named among 50 Leading Women in Hedge Funds
The Hedge Fund Journal, March 2011
Best Adoption-Friendly Workplace Best Adoption-Friendly Workplace
For the 3nd year in a row, the Dave Thomas Foundation for Adoption has recognized Advent Software as one of the country’s Best Adoption-Friendly Workplaces.
Bay Area's Healthiest Employer Award Bay Area’s Healthiest Employer Award
Advent Software is recognized as one of the “Bay Area Healthiest Employer” by the San Francisco Business Times and Silicon Valley/San Jose Business Journal.
San Francisco Business Times San Francisco Business Times
San Francisco Business Times Adds Advent to its List of 'Top Corporate Philanthropists in the Greater Bay Area'
Best Portfolio Management System Provider Best Portfolio Management System Provider
Waters Magazine Ranks Advent as the Leader in Portfolio Management System Category
The Hedge Fund Journal The Hedge Fund Journal
Geneva® Named 'Leading Provider of Fund Accounting and General Ledger Systems’

2010 AWARDS

California Fit Business Award California Fit Business Award
The California Task Force on Youth and Workplace Wellness has awarded Advent Software with a Silver level award for our Corporate Wellness Program.
100 Best Places to Work in the Bay Area 100 Best Places to Work in the Bay Area
Advent Software Awarded 'Best Places to Work’ Designation for Fourth Consecutive Year
Advent received top honors from Buy-Side Technology magazine for the fourth consecutive year Advent received top honors from Buy-Side Technology magazine for the fourth consecutive year

Best Portfolio Accounting Platform – Geneva
San Francisco Business Times San Francisco Business Times
San Francisco Business Times Names Advent 'Corporate Education Partner of the Year' and adds Advent to its List of 'Top Corporate Philanthropists in the Greater Bay Area'
Best Portfolio Management System Best Portfolio Management System
Waters Magazine Ranks Advent as the Leader in Portfolio Management Category
HFM Week European Hedge Fund Services Awards HFM Week European Hedge Fund Services Awards
Best Managed Account Platform Technology
2010 Hedgeweek Awards 2010 Hedgeweek Awards
- Top Fund Accounting and Reporting Systems
- Best Managed Account Platform Technology
Best Adoption-Friendly Workplace Best Adoption-Friendly Workplace
For the 2nd year in a row, the Dave Thomas Foundation for Adoption has recognized Advent Software as one of the country’s Best Adoption-Friendly Workplaces.

2009 AWARDS

Advent received top honors from Buy-Side Technology magazine for the third consecutive year Advent received top honors from Buy-Side Technology magazine for the third consecutive year
  • Best buy-side portfolio accounting platform – Geneva
Advent Named to the 'FinTech 100’ by American Banker and Financial Insights Advent Named to the 'FinTech 100’ by American Banker and Financial Insights
Best Portfolio Management System Best Portfolio Management System
Waters Magazine Ranks Advent as the Leader in Portfolio Management Category
HFMWeek Awards "Best Technology Provider" – HFMWeek
Global Securities Services Technology Vendor of the Year Global Securities Services Technology Vendor of the Year
Awarded to Advent for the second consecutive year from International Custody & Fund Administration Magazine (ICFA)
The Chron 200 The Chron 200
Advent ranked 143 in Chron 200
100 Best Places to Work in the Bay Area 100 Best Places to Work in the Bay Area
Advent’s Strong Management and Corporate Culture Recognized for Third Consecutive Year
Service Capability & Performance Certification Service Capability & Performance Certification
Advent has been awarded Service Capability & Performance (SCP) Certification for their delivery of world-class customer support. Advent is still the only SCP-certified company in the financial-services software industry.
Best Adoption-Friendly Workplace Best Adoption-Friendly Workplace
The Dave Thomas Foundation for Adoption has recognized Advent Software as one of the country’s Best Adoption-Friendly Workplaces.

2008 AWARDS

Advent Named to the 'FinTech 100’ by American Banker and Financial Insights Advent Named to the 'FinTech 100’ by American Banker and Financial Insights
Advent received top honors from Buy-Side Technology magazine for the second consecutive year Advent received top honors from Buy-Side Technology magazine for the second consecutive year

  • Best buy-side portfolio accounting platform - Geneva
  • Best buy-side client reporting platform - Advent Portfolio Exchange (APX)
Advent Named 'Global Securities Services Technology Vendor of the Year’ Advent Named 'Global Securities Services Technology Vendor of the Year’
Advent Recognized by International Custody & Fund Administration Magazine
100 Best Places to Work in the Bay Area 100 Best Places to Work in the Bay Area
Advent’s Strong Management and Corporate Culture Recognized for Second Consecutive Year
The Chron 200 The Chron 200
Advent ranked 164 in Chron 200
Stephanie DiMarco Named to List of 'Bay Area’s Most Influential Women in Business’ Stephanie DiMarco Named to List of 'Bay Area’s Most Influential Women in Business’
San Francisco Business Times, April 2008
Stephanie DiMarco Named to List of 'Top 50 Women in Technology’ Stephanie DiMarco Named to List of 'Top 50 Women in Technology’
Corporate Board Member, March/April 2008
Advent Named Leading Provider of Fund Accounting and Reporting Systems Advent Named Leading Provider of Fund Accounting and Reporting Systems
The Hedge Fund Journal, March 2008
This award recognizes Geneva's prominence in the hedge fund technology marketplace.
Service Capability & Performance Certification Service Capability & Performance Certification
Advent has been awarded Service Capability & Performance (SCP) Certification for their delivery of world-class customer support. Advent is still the only SCP-certified company in the financial-services software industry.

2007 AWARDS

2007 Securities Tech Industry Award 2007 Securities Tech Industry Award
Securities Industry News and Financial Insights, an IDC company, have recognized Advent as the top portfolio management provider to the financial services industry in the esteemed Securities Technology 2007 ranking
Service Capability & Performance Certification - Third Consecutive Year Service Capability & Performance Certification - Third Consecutive Year
For the third straight year, Advent has been awarded Service Capability & Performance (SCP) Certification for their delivery of world-class customer support. Advent is still the only SCP-certified company in the financial-services software industry.
Advent tops award contest with three exclusive awards, including Best Overall Technology Vendor Advent tops award contest with three exclusive awards, including Best Overall Technology Vendor
Buy-Side Technology focuses on business and technology issues facing buy-side executives. Advent was the proud recipient of three awards:
  • Best buy-side client reporting platform - Advent Portfolio Exchange (APX)
  • Best buy-side portfolio accounting platform - Advent Geneva
  • Best overall buy-side technology vendor 2007 - Advent Software, Inc.
100 Best Places to Work in the Bay Area Advent named one of the 100 Best Places to Work in the Bay Area
Advent was named to the San Francisco Business Times’ list of 100 Best Places to Work in the Bay, ranking among the top 20 companies with between 500-3,000 employees.
Stephanie DiMarco named among the Bay Area’s 100 Most Influential Women Stephanie DiMarco named among the Bay Area’s 100 Most Influential Women
Advent’s CEO, Stephanie DiMarco, was named to the San Francisco Business Times’ list of 100 Most Influential Women in the Bay Area.
Advent named to the Chronicle 200 Advent named to the Chronicle 200
Advent was named to the "Chronicle 200" for 2007. This list, compiled by the San Francisco Chronicle, highlights the top firms in the San Francisco Bay Area. Within the city of San Francisco, Advent ranks as the second largest software company, and fourth largest technology company overall.

MEDIA COVERAGE

We make news. Read the latest coverage in the media about our product releases, as well as industry commentary from our executives.

Investment Europe, January 2014
Pete Hess, CEO of Advent Software, outlines business developments

MarketWatch Radio Network, September 2013
Financial software goes mobile, social

InvestmentNews, September 2013
Portfolio management software tiptoes toward the cloud

Wall Street Letter, September 2013
Advent enters open beta with cloud offering

ThinkAdvisor, September 2013
Advent Launches New Platforms, Logo at Confab

Markets Media , September 2013
Hedge Funds Cope With Compliance

Hedgeweek, September 2013
Hedge fund survey demonstrates critical value of research

Investment Europe, September 2013
Alternative funds' research systems increasingly deal breaker - survey

Opalesque, September 2013
Advent survey finds 75% of investors want to see research management systems in place at hedge funds

Financial Advisor, September 2013
Advent Software, Inc. Announces Advent Direct

Wall Street Letter, September 2013
Buy-side execs: Caution, buy-in key to successful biz expansion

Wall Street Letter, September 2013
Spending on ops likely to increase

Wall Street Letter, September 2013
Advent cloud offering responds to client workflow changes

Wall Street Letter, September 2013
Advent ceo: Logo change represents change in approach

Waters Technology, September 2013
Advent Unveils New Cloud Offering, Geneva 10.0 and Tamale 7.0 at Client Conference

RIABiz, September 2013
Advent unveils new logo at its annual San Francisco conference -- after discarding one that failed to elicit a sense of innovation from RIAs

Bloomberg TV, September 2013
A Look Inside Cloud-Based Financial Software

Investor’s Business Daily, August 2013
Advent Software Embraces a New Business Model

Waters Technology, August 2013
Advent and Advise Team Up on Form PF and Form CPO Solutions

InvestmentNews, August 2013
Black Diamond now fully integrated with Schwab OpenView Gateway

RIA Biz, June 2013
Black Diamond divulges 'unbelievable' data about how Advent is doing, two years after its $73-million buy

Forbes.com, June 2013
Fund Managers Like The Cloudy Outlook For Technology

FTF News, June 2013
News Rules of Operational Data Management

Wall Street & Technology, June 2013
Advent Releases New Versions of APX and Moxy

Waters Technology, June 2013
Advent Enhances APX, Moxy in Cloud Push

CIO Review, June 2013
Investing in Change: Don't let Past Success Hold you Back

The Street, May 2013
Pete Hess: Alternatives Driving Advent Sales

Bloomberg Radio, May 2013
Hess Says Company Is `Facing Change'

Reuters Insider, May 2013
Pete Hess on Reuters Insider

The Leader Magazine, May-June 2013
Sandy Heistand: Building a Happy & Healthy Workplace at Advent (pg 46-47)

FTF News, May 2013
Is the Cloud Causing Layoffs in the Back Office?

Financial Advisor, May 2013
The Social Media-Savvy Financial Professional

Hedge Funds Review, April 2013
Hedge funds favour collaborative outsourcing

HFM Week, September 2012
Focus on Investment Research

The Hedge Fund Journal, April 2011
Advent’s Geneva: Leading Provider of Fund Accounting and General Ledger Systems

The Wall Street Transcript, March 2011
Advent Software, Inc. Profile

Ignites, March 2011
New Tech Helps Keep Funds Out of Insider Trading Soup

Money Management Executive, November 2010
The Algorithm Infiltrates Research

CNBC, October 2010
Advent Software CEO Stephanie DiMarco featured on CNBC’s Fast Money Halftime Report

Financial News, September 2010
Investors Call for Automated Research

Wall Street & Technology, December 2009
Evaluating Outsourcing Options

Journal of Trading, Winter 2010
Toward Best Settlement: Thinking Beyond Execution

Buy-Side Technology, September 2009
Research Management Solutions: Bringing the Benefit of Automation to the Front Office

Journal of Trading, Summer 2009
The OMS as an Algorithmic Trading Platform: Five Critical Business and Technical Considerations

Buy-Side Technology, June, 2009
Munder Capital live on Advent APX

Investor’s Business Daily, April 23, 2009
Advent Software Profile: Portfolio Software Still a Hot Seller Despite Sinking Stock Market

Wall Street & Technology, March 2009
Advent Software Rolls Out Research Platform

Hedgeweek, February 2009
Software brings new focus to research

Advanced Trading, January 7, 2009
Leveraging Technology to Navigate Volatile Markets

Securities Industry News, January 2009
Making Multi-Prime Work

Hedgeweek, November 2008
RMS: the antidote to information overload

The Hedge Fund Journal, November 2008
Hedge Fund Realisation: New Era or False Dawn?

Traders Magazine, August 2008
Special report: Execution managements systems / order management systems – a profile of Advent’s Moxy

The Hedge Fund Journal, March 12, 2008
Advent named leading provider of fund accounting and reporting systems

Bloomberg TV, February 11, 2008
Stephanie DiMarco, CEO of Advent Software, discusses Advent’s strong showing in the fourth quarter and in 2007, as well as Stephanie's views on the current market and how IT spending will be affected.

Wall Street & Technology, March 2008
A guide to implementing gips

Corporate Board Member, March/April 2008
Top 50 women in technology

Institutional Investor, February 2008
No end to the patent boom

Hedgeweek, January 23, 2008
Discusses how hedge funds are seeking alternative investment opportunities, which is causing a demand for more robust operational processes and technology solutions.

Global Custodian, WInter 2007
Independent Advent

Hedgeweek, November 28, 2007
Providing managers with insight into daily exposure

San Francisco Business Times, November 16, 2007
Stephanie Dimarco named most-admired CEO

Hedgeweek, November 16, 2007
Advent's new look Geneva "kills two birds with one stone"

TheStreet.com, November 8, 2007
Catering to those catering to the wealthy

The Hedge Fund Journal, November 2007
Q&A with Stephanie Dimarco

Buy-Side Technology, November 2007
Swedish fund manager signs with Advent as business expands

Buy-Side Technology, November 2007
Trusco upgrades to Advent APX for enhanced automation

Emerging Manager Focus, October 2007
Software entrepreneur creates "back office in a box"

Emerging Manager Focus, October 2007
Advent Software gives hedge funds and emerging managers, with less than $2 billion in assets, a competitive edge

Smart Business, September 2007
Smart business magazine profiles Stephanie Dimarco, CEO of Advent Software.

MarketWatch TV, August 31, 2007
John Brennan discusses Advent’s dog policy and talks about how companies are using pet policies to attract and retain good talent.

The New York Times, August 26, 2007
Beyond the selectric

Buy-Side Technology, August 2007
Moxy upgrade expands support for high net-worth managers

Bloomberg TV, August 6, 2007
Beating Earning Estimates
Stephanie DiMarco, CEO of Advent Software, discusses the strong stock price as well as her opinions on major industry trends.

thestreet.com, May 24, 2007
Hedge funds spurring big financial software sales
Stephanie DiMarco, CEO of Advent Software, discusses how hedge funds are spending a lot on technology.

Buy-Side Technology, May 2007
Olympia takes Advent Geneva for automated administration

Wealth Manager, May 2007
Advent user group

San Jose Mercury News, April 24, 2007
“Take your kids to work, but spend time at home, too”

Securities Industry News, April 16, 2007
Advent software finds new momentum

Buy-Side Technology, April 2007
Advent Revenue Center