Advent OMS Integrates with Proquote RSP Service

Advent OMS Integrates with Proquote RSP Service

Moxy® Trade Order Management Solution Now Includes Interface for Proquote Quote Requests and Delivery via FIX Protocol

SAN FRANCISCO and LONDON – November 7, 2011 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced the availability of an interface that connects the Proquote RSP Service to Advent’s Moxy® trade order management solution workflow.

The interface enables private client investment managers in the United Kingdom to send requests and receive quotes from the Proquote network of RSP (Retail Service Provider) brokers directly within Moxy, via the FIX protocol. The integration allows direct electronic dealing with a large number of the leading market makers.

Raymond James Investment Services is an early adopter of the Advent-Proquote solution and has already seen measurable benefits. “By giving our wealth managers instant access within Moxy® to the Proquote network, the new interface enables them to get quotes and execute orders electronically, from one application and within a familiar workflow,” says Stuart Wright, Head of Operations & Product Management, Raymond James Investment Services, “As a result, our wealth managers are able to be more efficient when dealing on behalf of their clients.”

“As part of our ongoing product development and localisation process, we make the effort to understand the unique needs of clients in each region we serve. The integration with Proquote RSP is a natural progression in our effort to better meet the needs of our UK clients, and is an example of how we apply insights and client feedback,” said Håkan Valberg, Senior Vice President and General Manager, Advent Software EMEA. “We are committed to working closely with our clients to drive innovation within our product offerings that enable our clients to automate order flows and achieve greater efficiencies in their businesses.”   

About Moxy®
Moxy® is the industry-leading OMS deployed at over 850 firms which automates and streamlines the trading and order management process of investment executions and allows the user to send post trade allocation results to brokers electronically.  Moxy® also provides Internet-ready electronic order routing based on the industry standard FIX messaging protocol, allowing users to route trades electronically to any FIX-compliant broker or crossing network that supports the internet or other TCP/IP connections.  For more information on Moxy® visit

About Advent
Advent Software, Inc., a global firm, has provided trusted solutions to the world’s financial professionals since 1983.  Firms in more than 60 countries rely on Advent technology to run their mission-critical operations.  Advent’s quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs.  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 and Moxy are registered trademarks of Advent Software, Inc.  All other company names or marks mentioned herein are those of their respective owners.
Smita Topolski
Advent Software, Inc.
+ 1 415 645-1668   

Daphne Marciel
Advent Software EMEA
+44 20 7631 9240

About Raymond James Investment Services Limited (Raymond James)
Raymond James Investment Services Limited (Raymond James) provides a full support package to independent wealth managers who want the freedom to own and operate their own boutique businesses whilst having the backing of a recognised leader in private client investment management. By offering wealth managers access to a comprehensive selection of products and tools, in addition to robust compliance and supervision services where appropriate, we enable them to meet the individual needs of their clients in the most cost effective and timely manner.

Raymond James is the UK private client investment management arm of Raymond James Financial, Inc., a diversified financial services company headquartered in St. Petersburg, Florida, USA. Figures for September 30th 2011 show Raymond James supports 67 independent wealth management practices, which represent a number of experienced and well regarded private client investment managers, stockbrokers and investment-focused financial planners located throughout the UK. The firm commenced operation in 2001 and now has 15,000 client accounts representing total assets of £2.45 billion (US$3.8 billion).

Raymond James Investment Services is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority. Its Registered Office is at 77 Cornhill, London EC3V 3QQ.

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