Press Release

Advent Unveils Advent Direct™ - an Innovative Cloud Platform – at AdventConnect

Advent Celebrates 30-Year Anniversary With More than 1,000 Investment Management Professionals at Annual User Conference in San Francisco

SAN FRANCISCO – AdventConnect 2013 - September 18, 2013 - Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today commenced its annual AdventConnect conference taking place September 18 – 20, 2013 at the San Francisco Marriott Marquis. This conference is the largest in Advent’s 30-year history with more than 1,000 attendees from all aspects of the investment management industry gathering to exchange best practices, discuss new technologies, and preview the latest innovations from Advent.

AdventConnect 2013 features a robust agenda of roundtables, technology demos, panel discussions, and educational lab sessions. The three day event offers opportunities for attendees to learn from Advent experts, industry peers, and a variety of technology and financial services thought leaders, including CEB TowerGroup, Focus 1 Associates, Ashland Partners, and more.

“I am thrilled to welcome so many valuable clients and partners to the most important AdventConnect we’ve held to date,” said Pete Hess, Chief Executive Officer, Advent Software. “It’s a particularly special year for Advent as we celebrate our 30th anniversary while unveiling our vision and solution strategy for the future. This is a critical time for the industry we serve with major regulatory, macroeconomic, and technology shifts continually evolving the way investment managers do business, making this a great time to come together to share ideas and demonstrate new solutions that will help our clients thrive and seize the many compelling opportunities today’s markets have to offer.”

Advent Direct™: Building the Infrastructure for Tomorrow

To help investment managers capture the benefits of today’s transformative technology landscape, Advent has created Advent Direct™, a new cloud platform that will complement and extend the value of our existing products with a broad range of new solutions. This highly configurable, secure, and collaborative platform is delivered to clients through an intuitive application that delivers solutions tailored to the diverse and distinct workflows of investment management professionals. Specifically, Advent Direct™ consolidates previously disparate solutions and workflows, in order to unify our clients’ operations from front to back office. Advent Direct will help firms improve operational efficiency, employee effectiveness, and client service.

“While advances in big data and cloud-based technologies are transforming the business practices of investment management firms, social and mobile consumer technologies are transforming the expectations of their employees and clients,” said Todd Gottula, Chief Technology Officer, Advent Software. “With the launch of Advent Direct™, we are helping our clients succeed by leveraging the benefits of cutting edge technology and combining them with the quality and reliability they expect from Advent. Advent Direct™’s flexible platform gives users the ability to get what they need, when they need it. We believe Advent Direct™ will be a game-changer for the industry and for our clients’ business success.”

One of the first solutions delivered through Advent Direct will be a new online client experience called Advent Direct™ Community. Advent completely reimagined the client experience to ensure that the new community will take advantage of social technology to help users find the content and people most relevant to their needs. Advent Direct™ Community is designed to create more direct engagement with Advent and to unlock the power of Advent’s valuable ecosystem of clients, partners and experts.

“As we reflect on Advent’s 30 years in business and continue to offer value to our clients with new product innovations and a fresh approach to our business, we are pleased to offer a transformed client connection experience that will drive a deeper level of engagement with and among our clients and partners,” said Anthony Sperling, Executive Vice President, Global Client Experience, Advent Software. “The new Advent Direct™ Community empowers the community of Advent clients, partners, and employees to unleash the sharing of ideas, opinions and insights.”

Advent Adopts a New Look

To reflect the technology and industry transformation currently underway, and Advent’s strategy for future growth, the company has adopted a new brand identity that builds on the 30-year legacy of strength and precision with a new focus on collaboration, flexibility, innovation, and openness. The company has unveiled a new dynamic logo as well as a redesigned website with a modern look and easier access to Advent’s wealth of information. “Our new identity is a visual commitment to remain our clients’ steady partner to help them thrive in the dynamic and evolving landscape, which – after 30 years - we are uniquely positioned to help them navigate. It builds on our enduring commitment to reliability and accuracy and complements it by ushering in a new era of openness, adaptability and vibrancy,” stated Pete Hess, President and CEO, Advent Software.

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 4,400 firms in nearly 60 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

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

Forward-Looking Statements

Any forward-looking statements included in this presentation, such as statements regarding strategies or plans of management for future operations, technology and regulatory developments, and anticipated products, solutions, services, enhancements or availability and features thereof, involve assumptions, risks and uncertainties that could cause actual results to differ materially from our expectations. These risks, uncertainties and assumptions include continued sales of existing products and services, the successful development, timing, anticipated features, functionality, benefits and market acceptance of new products, solutions, services and enhancements, the impact of initiatives by competitors, continued uncertainties and fluctuations in the financial markets and economic conditions and other risks detailed in Advent’s most recent filings with the Securities and Exchange Commission, including, but not limited to, its quarterly reports on Form 10-Q and its 2011 annual report on Form 10-K, copies of which may be obtained by contacting Advent Software at (415) 645-1683 or by visiting Advent’s Investor Relations Web site at

Any unreleased services or features referenced in this presentation or other public statements are not currently available and may not be delivered on time or at all. Customers who purchase Advent’s products or services should make their purchase decisions based upon features that are currently available. The Company disclaims any intention or obligation to publicly update or revise any forward-looking statements including any financial, product or other guidance, whether as a result of events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

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