Advent Launches New Releases of Advent Portfolio Exchange(R) (APX) and Moxy(R)

Advent Launches New Releases of Advent Portfolio Exchange® (APX) and Moxy®

Over 900 Clients Now Run Their Business on APX

SAN FRANCISCO– June 4, 2013 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced the availability of its latest release of the award-winning portfolio management software, Advent Portfolio Exchange® (APX), along with new releases of Moxy®, Advent’s trade order management system, and the associated solutions including Advent Rules Manager®, Advent Revenue Center®, and Tradex®.  This release supports Advent’s commitment to deliver functionally rich solutions that are easy for asset and wealth managers to implement, adopt and own.

The new releases provide a number of key benefits to users, including:

  • Simplified reporting processes in APX as well as a more efficient upgrade experience with new data management tools
  • Enhanced customization options in Moxy® making it easier to manage drift and rebalancing
  • Powerful new filters in Advent Rules Manager® enabling users to place restrictions on subsets of a model portfolio, or index, reducing operational burdens and trading risk
  • Easier and more efficient billing through rule linking and reporting improvements  within Advent Revenue Center® 

“Advent is a key partner in the development of our business. It’s at the heart of everything we do and, as a general rule, we stay updated on the software,” said Nicolai Haugan, Director of Marketing at Allegro Finans ASA.  “For APX and Moxy®, we have found that the upgrade process, support experience and user experience are all improved when the solution we have is the latest version, and Advent has made it easier than ever to stay current with the latest versions.”

According to Peter Rieke, Chief Compliance Officer at Disciplined Growth Investors, “We’re seeing more numerous and complex restrictions on what we can buy and hold in institutional portfolios.  Advent Rules Manager® gives us a way to effectively manage these restrictions and naturally integrate them into our trading workflow.”

“We are proud to be able to provide value to more than 900 APX clients as we announce the latest in our recent series of APX-related releases, offering clients an easier, more consistent upgrade experience and getting functionality into their hands more quickly,” said Chris Momsen, Executive Vice President, Sales and Solutions Management at Advent. “We strive to be the best at what our clients expect from us by continuously enhancing the solutions our clients rely on so they can leverage these tools to grow their business.”

About Advent
Advent Software, Inc. (, a global firm, has provided trusted solutions to the world’s financial professionals since 1983.  Advent’s proven solutions can increase operational efficiency, reduce risk, and eliminate the boundaries between systems, information and people so you can focus on what you do best. With more than 4,500 client firms in over 60 countries, Advent has established itself as a leading provider of mission-critical solutions to meet the demands of investment management operations around the world.  Advent is the only financial services software company to be awarded the Service Capability and Performance certification for being a world-class support and services organization. 

For more information on Advent products visit

Advent, the Advent logo, Advent Software, Advent Portfolio Exchange, Moxy, Advent Rules Manager, and Advent Revenue Center are registered trademarks of Advent Software, Inc.  Tradex is a registered mark of Advent Norway AS in Norway and the European Union.  All other company names or marks mentioned herein are those of their respective owners.

Media Contact:
Amanda Diamondstein-Cieplinska
Advent Software, Inc.
+1 (415) 645-1668