GlobalView Investments Selects Advent Portfolio Exchange® to Increase Productivity and Performance

GlobalView Investments Selects Advent Portfolio Exchange® to Increase Productivity and Performance

Leading Swiss-Based Wealth Management Firm Turns to Advent’s Award-Winning Portfolio Management Solution to Accommodate Growth

LONDON and SAN FRANCISCO – March 5, 2009 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that Swiss-based GlobalView Investments is live on Advent Portfolio Exchange® (APX), its comprehensive portfolio, client relationship management and reporting solution.  APX has expanded its global presence with nearly 100 clients in Europe and the Middle East.

With $500 million in assets under management, GlobalView is a wealth management firm, which provides tailor-made investment solutions to high net worth clients.  The firm provides a broad array of discretionary and advisory investment management services from its offices in Geneva.  To support its plans for expansion, GlobalView selected APX to meet its need for a reliable portfolio management solution with flexible reporting capabilities that would increase productivity and efficiencies, and accommodate growth without increasing overhead costs.

“Advent has a proven track record and was able to meet our needs for a robust solution and a quick implementation,” said Peter Jan Kroon, Managing Partner, GlobalView Investments.  “APX has enabled us to have the technological capabilities to improve our operational effectiveness and retain our high levels of client satisfaction, whilst significantly enhancing our offering to the market.”

Advent’s implementation team, consisting of consultants with a strong industry background, completed the implementation in less than 30 days, which has allowed GlobalView to start seeing the improvements in the business in a short time. 

“We are thrilled that GlobalView has selected Advent Portfolio Exchange®, which has been the solution of choice for wealth managers in the EMEA region since its launch three years ago,” said Håkan Valberg, Senior Vice President and General Manager, Advent Software EMEA.  “Their success with APX also demonstrates the benefits and value that Advent delivers to wealth managers, and the rapid ROI they receive from our solutions. We look forward to working with GlobalView to support their growth strategy.”

About Advent Portfolio Exchange®
Advent Portfolio Exchange® (APX), Advent’s next generation portfolio management product, fully integrates the front office functions of client relationship management (CRM) 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 here. 

About Advent
Advent Software, Inc. (, a global company, has provided trusted solutions to the world’s leading financial professionals since 1983.  Firms in 60 countries use Advent technology.  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 organization.  For more information on Advent products visit Advent Software.  

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

Paul Watthey
Advent Software EMEA
+44 (0)20 7631 9240
Jessica Miller
Advent Software, Inc.
+1 415 645 1668