Press Release

Advent CFO Jim Cox Named 2015 Bay Area CFO of the Year

SAN FRANCISCO – June 30, 2015 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that CFO Jim Cox was named CFO of the Year in the Public Company – Small to Medium category at the Tenth Annual Bay Area CFO of the Year Awards. These annual awards are presented by the San Francisco Business Times and Larkin Street Youth Services, the leading nonprofit in San Francisco empowering homeless and at-risk youth to get off the street by offering an innovative and award-winning model of housing, education, employment, and health services.

“On behalf of the entire Advent team, I want to congratulate Jim on this well-deserved honor,” remarked Pete Hess, Chief Executive Officer of Advent. “Jim works tirelessly to ensure that Advent is well-positioned financially and has seen the company through a time of transformation and growth. We are very excited to see that his significant contribution has been recognized by the San Francisco Business Times and Larkin Street Youth Services.”

In his role as CFO, Mr. Cox oversees all of Advent’s accounting and financial reporting, investor relations, financial planning and analysis, treasury, and tax operations. He joined Advent in 2006 and served as Corporate Controller and Principal Accounting Officer before assuming the CFO role in 2009. During Mr. Cox’s time as CFO, Advent has achieved steady top and bottom line growth and made a number of acquisitions to bolster the company’s position in the marketplace.

“I am truly honored to be included among this notable group of Bay Area CFOs and pleased to take part in this great community program,” said Mr. Cox. “I have been fortunate to serve as part of an excellent management team and together, we have navigated a company, which launched more than 30 years ago, through a period of unprecedented change and innovation for the clients we serve. I am incredibly appreciative of this recognition and very pleased to help support the Larkin Street Youth Services, which serves a vital need in our community.”

Art Fatum, Larkin Street Board member and Chair of Bay Area CFO of the Year Awards, commented: “Larkin Street Youth Services and the Bay Area CFO of the Year Awards are privileged to honor a multitude of CFOs over the years, like Jim Cox. Our esteemed nomination and selection panels take the difficult role of choosing the finalists and winners very seriously, and look forward to the challenge annually. We appreciate all the individuals and corporations who have taken part in, and supported, the event over the past 10 years.”

Now in its tenth year, the Bay Area CFO of the Year Awards recognizes CFOs who have played a key role in significant achievement of their companies and who have uniquely impacted the greater Bay Area business community over the course of their careers. Over 500 Bay Area financial and business leaders attended the event, which took place on June 10th, 2015 at the Westin St. Francis in San Francisco. Since the inaugural event in 2006, the program has raised over $4.3 million to benefit Larkin Street Youth Services and the homeless and at risk youth they serve.

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 http://www.advent.com.

Media Contact:
Kendall Reischl
Advent Software, Inc.
+1 (415) 645-1771
kendall.reischl@advent.com