Press Release

Advent Wins “Best Client Communications & Reporting” and “Best Portfolio Management” at the WealthBriefing Swiss Awards 2015

SAN FRANCISCO and LONDON – MAY 5, 2015 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that Advent was awarded “Best Client Communications & Reporting” and “Best Portfolio Management” for wealth management technology at the 2015 WealthBriefing Swiss awards in a ceremony in Geneva, Switzerland. The program recognizes excellence among technology solution providers specializing in tools for Swiss-based wealth managers to deliver best-in-class service for their clients. This is the second consecutive year that Advent has won the “Best Client Communications & Reporting” award in Switzerland, demonstrating the company’s growing recognition in the market.

According to the judging panel for the WealthBriefing awards, which was comprised of experts from private banks, “Advent demonstrated a strong commitment to client-driven focus, which results in maintaining a good client network and effective interface capabilities. In addition, the judges were drawn to Advent because of its deep involvement and many years’ experience in the industry, which is underpinned by a strong product suite offering detailed analytics and reports on the levers that drive performance.”

Advent’s leading wealth management solution for the Swiss market is Advent Portfolio Exchange® (APX), a highly scalable solution that integrates portfolio management, CRM, and client reporting on a single platform, connecting the front and back office to drive greater efficiencies across firms of all sizes.

“This recognition by WealthBriefing serves as a testament to our role as a leader in delivering best-in-class solutions for wealth managers in Switzerland and other similar regions,” said Håkan Valberg, President, Advent Software EMEA. “We continue to see increased demand for our solutions driven by regulatory developments, heightened investor demands, and firms’ ongoing efforts to become more efficient organizations. With more than 240 EMEA-based clients, we remain committed to firms in the region as a trusted partner for supporting their long-term growth.”

Advent adds this award to a long list of accolades it has received for APX over the last 12 months, including: Best Front Office Solution, Family Wealth Report Awards 2015; Best Portfolio Management Solution and Best Client Communications and Reporting Solution Awards, WealthBriefing; GCC Regional Awards 2014; Best Buy-Side CRM Platform, Buy-Side Technology Awards 2014; Client Reporting System, Systems in the City; and Best Client Reporting Solution, FTF News Technology Innovation Awards.

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

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

Media Contacts:
Paul Watthey
Advent Software EMEA
+44 (0) 20 7631 9211

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