LONDON and SAN FRANCISCO – October 27, 2010 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that Heptagon Capital is live on Advent’s wealth management solution*, which covers portfolio, client relationship and trade order management.
London-based Heptagon Capital offers discretionary investment management and advisory expertise across multiple asset classes to the high-net-worth and institutional sector. With plans to expand, Heptagon turned to Advent to provide a flexible technology solution that would support its discretionary, advisory and fund businesses, and help drive the expansion.
“The reporting capabilities of Advent’s industry-leading system provide us with the ability to easily extract and present key information to our clients and senior management across all of our businesses and products,” said Robert Rosenberg, Heptagon Capital’s Chief Operating Officer. “In addition, being able to use Advent to import Swift messages from our custodian is important for our operational framework.”
“We are delighted that Heptagon Capital has gone live on Advent’s integrated product suite. Because of its ability to improve efficiencies and client service, our wealth management solution is well established with many firms across the EMEA region,” said Håkan Valberg, Senior Vice President and General Manager, Advent Software EMEA. “A UK asset manager of Heptagon’s standing selecting Advent is a testament to our reputation as the trusted and reliable provider to this market segment. We look forward to working together with Heptagon to support its clients and meet the firm’s future goals.”
*Advent’s wealth management solution is comprised of Advent Portfolio Exchange® (APX) for portfolio and client relationship management and Moxy® for trade order management.
Advent Software, Inc., a global firm, has provided trusted solutions to the world’s financial professionals since 1983. Firms in more than 50 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 http://www.advent.com/about/resources/demos/pr.
Advent, the Advent logo, Advent Software, Advent Portfolio Exchange and Moxy are registered trademarks of Advent Software, Inc. All other company names or marks mentioned herein are those of their respective owners.
Advent Software, Inc.
Advent Software EMEA
+44 20 7631 9240