San Francisco, Calif.,, March 3, 2003 - Advent Software, Inc. (Nasdaq: ADVS) announces that Atlas Brokerage Company L.P. has selected Advent/Techfi for Broker-Dealers, Advent’s comprehensive software and services solution for Independent Broker-Dealers. Enabling Atlas to better compete for representatives while in turn helping those representatives grow their client base, the new solution provides leading tools and technologies for increasing productivity and improving investor service.
The Advent/Techfi for Broker-Dealers solution offers consolidated reporting, performance reporting, portfolio management, compliance, integration with leading third-party applications, and the Advisor Success Program. A comprehensive sales and marketing initiative, the Advisor Success Program is focused on helping independent broker-dealers quickly and easily roll out their solution to their team of independent representatives.
Atlas Brokerage is a Washington, Pa.- based independent broker-dealer whose advisors serve thousands of clients across the country. “From a firm perspective we were trying to accomplish several important things: provide a superior and often-requested technology tool to our advisors, enhance our back office compliance provisions, determine how and where our assets are held, and provide a service that will help us recruit advisors in the future,” said Tim Gerwing, Chief Technology Officer of Atlas Brokerage. “At the same time, this solution will allow our advisors to be less consumed with servicing issues and more focused on sales.”
Greater Choice for Diverse Needs
Advent/Techfi for Broker-Dealers includes integration with leading software providers that offers advisors a choice of tools to use in their businesses. Among the leading third-party application providers available through Advent/Techfi for Broker-Dealers are Morningstar, Inc., Financial Profiles and AdvisoryWorld.
“We are deeply committed to serving the Broker-Dealer community, helping them get the most out of consolidation and reporting tools that help attract and retain top producers, and reduce the cost of compliance oversight,” said George Seiters, Director of Advisory Marketing for Advent/Techfi.
Advent Software, Inc. (www.advent.com) has been providing trusted solutions to the world’s leading financial professionals since 1983. Firms in 55 countries use Advent technology to manage investments totaling more than US $8 trillion. 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 costs.
Advent Software, Inc.
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