Horwath Bastow Charleton Chooses Advent Software

Horwath Bastow Charleton Chooses Advent Software

Dublin-based wealth manager selects Advent’s wealth management solutions to support growth and deliver world-class service to an expanding client base

LONDON and SAN FRANCISCO – APRIL 8, 2013 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced Horwath Bastow Charleton Wealth Management has selected Advent’s award-winning wealth management solutions to support the firm’s growth.

Horwath Bastow Charleton Wealth Management is a leading wealth management firm based in Dublin catering to high-net-worth individuals, offering a full range of services to help protect asset values and grow investment portfolios. Horwath had used spreadsheets to manage their business but required a more robust and sophisticated solution in order to support their growth strategy.  They selected Advent’s wealth management solution to provide a comprehensive operational infrastructure to drive scalable growth, improve efficiencies through increased automation and also reduce risk from errors and duplication.

“Advent’s reputation in the market of delivering value for its clients was an important factor for us,” says Brian Conroy, Managing Partner at Horwath Bastow Charleton Wealth Management. “We short-listed a number of vendors when looking at adopting a new technology offering and Advent came top of the list with their best of breed solution. We needed a system that would enable us to better manage risk within our operations and also increase our efficiency.  We now have a strong, scalable platform in place to support our growth strategy.”

In today’s complex and competitive investment landscape, wealth managers rely on technology to keep them ahead of the curve. Advent provides purpose-built platforms to asset and wealth managers globally, enabling them to transform their business by improving workflows, streamlining processes, helping to meet regulatory and compliance demands, and mitigate operational risk, delivering benefits across the front, middle and back offices.

“I am delighted that Horwath has entrusted Advent to help enable their business development,” said Håkan Valberg, President EMEA, Advent Software.  “This announcement of a new client relationship in the UK & Ireland wealth management sector further proves our ability to meet the needs of these firms with constantly changing market and regulatory requirements. We look forward to working with Horwath to support their growth and continued success.”

About Advent
Advent Software, Inc. (www.advent.com), a global firm, has provided trusted solutions to the world’s financial professionals since 1983.  Advent’s proven solutions can increase operational efficiency, reduce risk, and eliminate the boundaries between systems, information and people so you can focus on what you do best. With more than 4,500 client firms in over 60 countries, Advent has established itself as a leading provider of mission-critical solutions to meet the demands of investment management operations around the world.  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

Advent, the Advent logo and Advent Software are registered trademarks 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

Amanda Diamondstein-Cieplinska
Advent Software, Inc.
+1 (415) 645-1668