Press Release

Advent Software Shows Momentum in Canada

Notable Canadian Investment Management Firms Select Advent Solutions

SAN FRANCISCO – October 29, 2014 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced increasing momentum in the Canadian  investment management marketplace, with growth seen in all lines of business and across the breadth of Advent’s solution portfolio.

Advent’s world-class investment management solutions are used today by more than 60 Canadian asset and wealth managers including the recent notable addition of marquee names from the Canadian investment community.  

Fiera Capital Corporation, Jarislowsky, Fraser Limited, and Sionna all selected the APX suite including Moxy®, Advent’s trade order management system. In addition, Fiera Capital Corporation became our first Canadian client to acquire Advent’s cloud-based platform Advent Direct® with the first Advent Direct® solution, Advent Direct® Investor Management.

One of Canada’s largest pension funds selected Tamale RMS®, Advent’s industry-leading research management solution. 

 “Advent aspires to provide the best solutions to our clients globally and are proud to have served Canadian clients for over 25 years,” explained Chris Momsen, Executive Vice President for Sales and Solution Management, Advent Software. “It’s a major decision to replace existing systems, especially core portfolio management and accounting platforms, and we are honored that these successful firms chose Advent to be the platform for their growth.”

 “Our continued growth required that we partner with an established and integrated technology provider that understands the Canadian landscape. The automation within the product suite has allowed our people to focus on value-added functions, which are important to our sophisticated client base,” said Paul Spagnolo, COO, Sionna Investment Managers. “Through a rigorous and lengthy software selection exercise, it was clear that Advent was the best solution to meet Sionna’s and our clients’ needs.”

“As part of our commitment to be the provider of choice in Canada, Advent continues to invest in and evolve our solutions to meet the needs of Canadian clients,” said Lorne Whitmore, Director of Business Development for Advent in Canada. “With local presence on the ground, we can incorporate direct feedback and better serve clients, as well as share in a deeper understanding of the challenges and opportunities unique to the Canadian marketplace.”

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

The Advent and logo composite, Advent Direct, Advent Portfolio Exchange, Moxy, and Tamale RMS are registered trademarks of Advent Software, Inc.  Any other company names or marks mentioned herein are those of their respective owners.

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