Press Release

Advent Software Wins 2014 Private Asset Management Award for Best Technology Platform

Advent Portfolio Exchange® Recognized For Financial Progress, Growth, Client Satisfaction & Product Innovation

SAN FRANCISCO – March 13, 2014 – 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) has been named “Best Technology Platform” at this year’s Private Asset Management (PAM) Awards held on Monday, February 24th.

Now in their fourth year, the PAM Awards recognize and reward investment professionals and wealth advisors who have successfully serviced high-net-worth individuals in an increasingly complex economic environment. Judged by a panel of representatives from Private Asset Management Magazine and leading industry experts, Advent received this honor by demonstrating financial progress, growth, client satisfaction, and product innovation over the course of 2013. 

APX is one of the first integrated portfolio management and client relationship management solutions to deliver the tools needed across the entire enterprise in a single product. More than 900 firms in 35 countries run their business on APX.  With a broad range of compelling features including portfolio and client management capabilities, proven calculations, robust reporting, and tools to streamline workflows and support the objectives of end users, APX helps improve wealth managers’ ability to effectively communicate portfolio performance and deliver returns for the clients they serve.

"PAM is excited to present this year’s best technology platform award to Advent Software. The magazine's awards are meant to recognize the best in the private asset management world, and our industry judges determined that Advent more than fit the bill,” said Kelsey Butler, Editor, Private Asset Management Magazine.

 “We are honored to receive the recognition of Best Technology Platform from PAM Magazine, which serves our mutual clients in the wealth management and family office industry,” said Chris Momsen, Executive Vice President for Sales and Solution Management, Advent Software. “With our twice-yearly release cycle, we are regularly introducing new features, enabling us to continually innovate and bring new functionality to market that will benefit APX users.” 

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

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