Advent Software Awarded Top Honor for CRM Solution by Buy-Side Technology

Advent Software Awarded Top Honor for CRM Solution by Buy-Side Technology

Advent Portfolio Exchange® Named ‘Best Buy-Side CRM Product’ For Its Comprehensive Technology

SAN FRANCISCO – November 9, 2012 – 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), part of Advent’s platform for asset and wealth management, has been named ‘Best Buy-Side CRM Product’ by Buy-Side Technology magazine. The annual award honors the accomplishments and innovations of products and services designed for buy-side investment professionals.

"Each year the level of competition for the Buy-Side Technology Awards is more intense in this increasingly advanced and evolving industry," says Victor Anderson, Editor, Buy-Side Technology magazine. "In the CRM category, we looked for functionality that was highly specific to the investment management industry. After careful consideration of all requirements, Advent was the clear choice of the judges, standing out significantly from competitors, specifically for its fully integrated approach and robust benefits to clients."

A distinguished panel of judges drawn from investment industry technology advisors and the editors of Waters Technology assessed the nominees based on the product capabilities that allow firms to efficiently manage the vast and increasingly complex client relationships.

“Today’s asset and wealth managers require more than just an efficient and reliable CRM solution, they must be able to move seamlessly from contact information to portfolios - to see holdings, performance, past reports, and more. In addition, the system must be searchable across client, prospect and portfolio data, as well as facilitating tasks and tracking progress. These integrated workflows are the advantages that APX provides,” said Todd Gottula, General Manager and Senior Vice President at Advent Software. “Being recognized by Buy-Side Technology magazine and esteemed industry experts as the ‘Best Buy-Side CRM Product’ is a significant achievement and a testament to Advent’s continued investment in being a global financial technology leader.”

Advent delivers CRM excellence with Advent Portfolio Exchange®, part of Advent’s platform for asset and wealth management. More than just a simple contact-tracking tool, APX CRM enables advisors to keep track of their clients’ style preferences as well as account type and status. Two-way Microsoft Exchange synchronization and Outlook email capture, as well as the ability to set-up, manage and audit recurring tasks, make APX a central source to house client communication. Additionally, the APX portfolio management and reporting functions all operate on the same SQL database platform and share the same data, which provides immediate updates and access to the same performance reports the clients sees, improving  visibility and accuracy during client conversations, and ultimately enhancing a firm’s ability to provide superior client service.
For more information about APX and Advent’s platform for asset and wealth management, please 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 count 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 operational risks and costs. For more information on Advent products visit

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

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

Daphne Marciel
Advent Software EMEA
+44 20 7631 9240