Press Release

Advent Brings Advisor Workflow Efficiencies to the Next Level with the Black Diamond® Integration Network

Enhanced Integration Network Will Include Move Money Capabilities through Schwab OpenView GatewayTM

SAN FRANCISCO – February12, 2015 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced its new Integration Network for Black Diamond®. The Black Diamond® Integration Network delivers a broad and deep set of integrations with workflows across multiple advisor technology companies and is designed to help wealth managers and advisors better serve clients and more effectively run their businesses. This development, which will include the addition of move money capabilities through Schwab OpenView Gateway, continues the pace of innovation and the evolution of the Black Diamond® platform as a full-featured wealth management platform for portfolio management, reporting, and rebalancing.

“Advisors need more than just integrations that deliver data – they need integrations that become part of their daily workflows so their focus can remain on client service,” said Dave Welling, Senior Vice President and General Manager of Black Diamond. “We have added more than 15 new integrations over the past year, and we are focused on continuing to add and deliver enhanced integrations to help advisors thrive as their businesses evolve.”

Advent plans to further enhance the Black Diamond® platform’s current integration with Schwab OpenView Gateway by adding move money capabilities that will allow shared clients to initiate fund transfer requests from within the Black Diamond® wealth management platform. The current integration includes intraday information, account profiles, reports, and operational alerts. Adding move money capabilities will reduce the need for advisors to switch between Black Diamond® and Schwab Advisor Center®, saving time and making it easier for them to focus on serving their clients.

"You need an integrated system that helps you offer your clients higher quality information and sets yourself apart,” said James Liotta, President of Prominence Capital. “That's what Black Diamond® can do for you.”

Advisors taking advantage of the Black Diamond® Integration Network can benefit from comprehensive connections to industry leading solutions for functionalities, including CRM, financial planning, trading and rebalancing, and portfolio analytics. For example, when onboarding a new client, an advisor can import data and alerts directly from custodians, and this information can then automatically populate data directly into the advisor’s CRM system.

"Not many firms show the level of willingness to work with other firms that Advent’s Black Diamond team has,” said Kevin Sweet, Executive Director of Column Capital. “They offer open architecture and are willing to integrate with other systems where it makes sense, and we're grateful for that."

“The Black Diamond® Integration Network offers advisors deep integrations across multiple solutions, not just a single vendor per solution,” said Welling. “We know that our more than 600 clients utilize many vendor relationships, depending on which solutions best suit their firm’s needs, so we’ve made it our mission to support as many as possible.”

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 nearly 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

About Black Diamond
An independent business group of Advent Software, Black Diamond provides investment advisors and wealth managers with a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing combined with fully outsourced daily reconciliation and data management service. With innovative technology backed by exceptional service, Black Diamond frees advisors to focus on serving clients and growing their business. More than 600 advisory firms have chosen Black Diamond to help manage more than $290 billion in assets. Learn more at

Advent, Advent Software, Black Diamond, the Advent and logo composite are registered marks of Advent Software, Inc. All other company names or marks mentioned herein are those of their respective owners.

Forward-Looking Statements
Any forward-looking statements included in this press release, such as statements regarding anticipated products, services, enhancements or availability and features thereof, involve assumptions, risks and uncertainties that could cause actual results to differ materially from our expectations. These risks, uncertainties and assumptions include the successful development, timing, anticipated features, functionality, benefits and market acceptance of new products, services and enhancements, the impact of initiatives by competitors, continued sales of existing products and services, continued uncertainties and fluctuations in the financial markets and economic conditions and other risks detailed in Advent’s most recent filings with the Securities and Exchange Commission, including, but not limited to, its quarterly reports on Form 10-Q and its annual report on Form 10-K, copies of which may be obtained by visiting Advent’s Investor Relations Web site at Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase Advent’s products or services should make their purchase decisions based upon features that are currently available. The Company disclaims any intention or obligation to publicly update or revise any forward-looking statements including any financial, product or other guidance, whether as a result of events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

Media Contacts:
Kendall Reischl
Advent Software, Inc.
+1 (415) 645-1771