LONDON and SAN FRANCISCO – February 23, 2010 – Advent Software, Inc. (NASDAQ:ADVS) a leading provider of software and services for the global investment management industry, today announced that Caprinco Gestion S.A. is live with Advent Portfolio Exchange® (APX), its award-winning integrated portfolio and client relationship management (CRM) solution designed for the wealth management sector.
Geneva-based Caprinco is an industry-leading independent asset management firm. It operates out of offices in the key international markets of Geneva and Monthey, Switzerland, Paris and Vienna. Caprinco offers tailored asset management solutions to high-net-worth individuals and families from around the world, as well as a growing roster of institutional clients that includes life insurance companies, pension funds, banks and non-profit organizations.
Caprinco migrated to APX from Axys®, Advent’s turnkey portfolio management solution, to take advantage of the integrated portfolio management, CRM and reporting capabilities that APX, a SQL-based platform, offers.
“Advent’s industry-leading portfolio management and reporting tools have provided us with the robust functionality required to take the quality of our portfolio monitoring and client interaction to a new level of excellence,” said Hector Martinez-Zurbuchen, General Manager, Caprinco. “We continue to have good control over cost and operational risk, but with APX we will gain increased operational efficiencies with its SQL-based architecture and integrated CRM. APX allows our staff to focus even more of their time and resources on serving our clients’ best interests.”
“We are delighted Caprinco has decided to extend its relationship with Advent by migrating to our APX platform,” said Håkan Valberg, Senior Vice President and General Manager, Advent Software EMEA. “Having a leading independent asset management firm of Caprinco’s standing rely on our technology solutions for their continued growth, reflects our status as the premier technology provider for wealth managers and we look forward to helping Caprinco meet its future objectives.”
About Advent Portfolio Exchange®
Advent Portfolio Exchange® (APX) is a comprehensive portfolio management solution that integrates the front-office functions of prospecting, marketing, and customer relationship management with the back-office operations of portfolio accounting and reporting. This enterprise solution leverages a single SQL database to deliver critical client information via an easy-to-use browser-based user interface. APX delivers improved client service with enhanced security for today’s amplified compliance environment. For more information on APX, visit the APX demo page.
Advent Software, Inc., a global firm, has provided trusted solutions to the world’s financial professionals since 1983. Today firms in more than 60 countries rely on Advent technology to run their mission-critical operations. 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 is the only financial services software company to be awarded the Service Capability and Performance certification for being a world-class support and services organization. For more information on Advent products, visit our product demo page.
Advent, the Advent logo, Advent Software, Advent Portfolio Exchange and Axys are registered trademarks of Advent Software, Inc. All other company names or marks mentioned herein are those of their respective owners.
Advent Software EMEA
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