Since our founding in 1983, Advent software has been laser-focused on helping our clients compete and thrive. We do it by delivering solutions that help you make better informed decisions, work more productively, serve clients more effectively, manage and minimize risks, and comply with complex regulations.
Today, as a business unit of SS&C, our commitment to your success is as strong as ever. And our ability to deliver has been strengthened by SS&C’s vast global portfolio of technology applications and services. Our combined companies deliver innovative solutions to more than 10,000 financial services organizations worldwide. Together with our clients, we are continuing to transform the investment management industry.
1983: Stephanie DiMarco founds Advent Software in San Francisco
1984: Advent launches the first PC-based portfolio accounting system
1985: New York office opens
1986: First Advent user conference
1992: Introduction of Axys®, the first Windows-based portfolio accounting and reporting solution
1995: Advent goes public on the NASDAQ
1995: Launch of Moxy® trade order management system
1997: First general release of Geneva®, the global portfolio management platform
1999: Advent expands into Europe
2005: Introduction of Advent Portfolio Exchange® (APX), integrating portfolio management and CRM on a single platform
2005: Advent earns the industry’s first Service Capabilities & Performance (SCP) certification for outstanding client support
2009: Advent acquires Tamale RMS®, the leading research management solution
2011: Acquisition of Black Diamond and its cloud-based wealth management platform
2015: Advent acquired by SS&C, a leading global provider or software and software enabled services for the financial services industries
Get industry perspectives and insights into Advent’s strategy from our leadership team. Read our Executive Blog.
SAN FRANCISCO, CA
Corporate Headquarters600 Townsend Street
NEW YORK, NY1114 Avenue of the Americas
NEW ROCHELLE, NY145 Huguenot St
BOSTON, MA50 Milk Street
Black Diamond10151 Deerwood Park Boulevard
WOODLAND HILLS, CA
Second Street Securities6301 Owensmouth Ave,
LONDON, UNITED KINGDOM
Regional Headquarters127-133 Charing Cross Road
OSLO, NORWAYKristian Augusts gate 12
ZURICH, SWITZERLANDSeefeldstrasse 35
STOCKHOLM, SWEDENKungsgatan 57 A
Finvent Software Solutions107 Kifisias Ave & Panormou
AMSTERDAM, NETHERLANDSZekeringstraat 17
COPENHAGEN, DENMARKØstergade 3-5
HONG KONGThe Entertainment Building
BEIJING8th floor of Guohua Investment Plaza
Want to work for a company with a culture that’s built on helping people succeed – our clients, our communities and each other? Find out what it’s like to work for Advent.
Called "Advent in Action", our community involvement program helps us be a force for good in the world and our communities while supporting our employees’ passions.
See our latest share price, earnings reports, annual report and more.
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.