Press Release

Advent Wins 2014 FTF News Technology Innovation Award

Advent Portfolio Exchange® recognized as “Best Client Reporting Solution”

SAN FRANCISCO – JUNE 3, 2014 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that Advent Portfolio Exchange® (APX) was awarded “Best Client Reporting Solution” in the FTF News Technology Innovation Awards. Presented by the Financial Technologies Forum and FTF News, the awards recognize professionals, financial technology vendors, service providers, industry bodies, and regulators that made significant strides and realized noteworthy achievements in operational excellence in 2013.

Industry peers, clients, and other relevant business professionals chose APX as the “Best Client Reporting Solution” from a group of panel-selected finalists. Honored as the provider that has most advanced the complex process of client reporting, this award also recognizes progress in automating reports, managing source data, and monitoring the status of productions.

“It was a very competitive and record-breaking awards season this year from the nominations process to the close of voting. We had more than 12,000 qualified industry participants involved in the process,” said Maureen Lowe, founder and president of FTF. “It’s a clear demonstration of how important and highly regarded the financial technology service, systems, and software providers are to their clients and peers. We congratulate all the winners for achieving the highest form of excellence in their respective categories and we look forward to celebrating on June 16th aboard the Hornblower Infinity yacht.”

Advent Portfolio Exchange® (APX) is an end-to-end portfolio management solution that integrates the front-office functions of prospecting, marketing, and customer relationship management with the back-office operations of portfolio accounting and reporting. APX delivers critical client information via an easy-to-use browser-based user interface with customizable dashboards and a robust report library, and facilitates improved client service through enhanced security and custom reporting capabilities for today’s amplified compliance environment.

“We appreciate our clients as well as the FTF News readers for supporting Advent and choosing APX as the Best Client Reporting Solution,” said Robert Roley, Vice President, Solutions, Advent Software. “We always strive to improve our client reporting capabilities, upgrading APX with product releases throughout the year that offer new enhancements and functionality.”

Advent adds this award to a long list of accolades over the last 12 months, including: Best Fund Accounting and Reporting Systems Firm, Hedgeweek U.S. Awards 2014; Best Client Relationship Management (CRM) System, Family Wealth Report; Leading Margin Management Provider Award, The Hedge Fund Journal; Best Fund Accounting and Reporting System 2014, Hedgeweek; Best Fund Accounting and Reporting Software Provider and Best Portfolio Management Software Provider from MENA Fund Manager Fund Services Awards 2014; Best Technology Platform 2014, Private Asset Management Magazine; Best Fund Accounting Platform from Global Custodian; and Best Portfolio Management and Accounting Systems, Markets Media Choice Awards.

About Advent
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,300 firms in more than 50 countries — from established global institutions to small start-up practices — to grow their business and thrive. Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products visit

The Advent and logo composite and Advent Portfolio Exchange are registered trademarks of Advent Software, Inc. Any other company names or marks mentioned herein are those of their respective owners.

Amanda Diamondstein-Cieplinska
Advent Software, Inc.
(415) 645-1668