Taiwan-based SinoPac Securities (Asia) Selects Advent

Leading Firm ChoosesAdvent’s Geneva® and Geneva® World Investor for Alternative Investments to Serve Small to Mid-Sized Hedge Funds

HONG KONG and SAN FRANCISCO– July 30, 2013– Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, together with SinoPac Securities (Asia) Limited today announced that SinoPac Securities has selected Advent’s Geneva® and Geneva® World Investor to help serve hedge funds and alternatives clients in the Asia-Pacific (APAC) region.

Taiwan-based SinoPac Securities (Asia)  will focus on serving small to medium-sized hedge funds, institutional funds, family offices and private equity firms in the region, typically those with less than USD $100 million in assets under management. Many small hedge funds, institutional funds and private equity firms have been underserved in the region and lack the technology and financial resources to offer an in-house solution. This limits their scalability, efficiency and ability to attract institutional assets.

SinoPac Securities (Asia) chose Geneva® and Geneva® World Investor to meet these needs.  Geneva® is a global portfolio management and accounting solution delivering comprehensive strategy and instrument coverage, a full financial general ledger, flexible reporting capabilities and industry-standard integration tools allowing firms to manage complex investment vehicles, and multiple investment strategies.  The Geneva® World Investor module was selected for its abilities to support fund and investor accounting, which can cater to complex and tiered fund structures, providing a more efficient end-to-end solution and lowering total cost of ownership.

“This announcement affirms our commitment to provide targeted, superior solutions to serve the smaller asset managers throughout the APAC region with best-in-class technology offered by Advent,” said Steve Bernstein, Executive Vice President at SinoPac Securities (Asia). “The size, strength and track record of Advent, as well as their ability to put the right team in place locally, gives us the confidence that we can implement the solution effectively.“

SinoPac Securities (Asia) selected the Geneva® platform and Geneva® World Investor for use across Asia, not only for its hedge fund and alternatives clients but also for investment funds under its SinoPac Asset Management affiliate.

“We’re proud to have SinoPac Securities (Asia) as our first Taiwanese client and are honored to be able to provide them with the robust tools they need to provide great service to their clients,” said Chris Momsen, Executive Vice President, Sales and Solutions Management at Advent. “On a local level, this relationship signifies Advent’s commitment to delivering superior on–the-ground solutions and services to clients in Taiwan as the global alternative investment industry continues to evolve.  Our mission has always been to deliver solutions that allow our clients to thrive, and we're working diligently to remove boundaries between systems and information, making it easier for our clients to get the information they need to be great for their clients.”

About Geneva®
Geneva, a global portfolio management and accounting platform, is a proven industry-leading solution for asset managers, hedge funds, fund administrators, prime brokers, and mutual funds that require an institutional platform to help grow their business and better service their clients.  Geneva offers comprehensive instrument coverage, full financial general ledger, and industry-standard integration tools to enable firms to manage complex investment vehicles, multiple investment strategies, and tiered fund structures.  As an optional component, Geneva offers integrated partnership accounting and servicing for both onshore and offshore funds, with enhanced support for unlimited fund structures and private equity, enabling firms to achieve greater transparency and more efficient end-to-end workflows from the investment to the investor level.  For more information on Geneva visit

About Advent
Advent Software, Inc. (, 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, Advent Software and Geneva are registered trademarks of Advent Software, Inc.  All other company names or marks mentioned herein are those of their respective owners.

About SinoPac Securities (Asia)
Established in 1994, SinoPac Securities (Asia) Limited is a 100% owned subsidiary of SinoPac Financial Holdings and is registered with the Securities and Futures Commission (CE No: ACD026) to engage in securities trading. SinoPac Securities (Asia) is also one of the Exchange Participants on the HKEx. (Broker No: 6250). We own an excellent professional investment banking team and a series of developed spectrum of financial products. By collaborating together with our local contacts, global connection and technological staff, we offer customers unique and a variety of stock investment services.

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

Chris Schmutz
Advent Software, Inc.    
+852 31031614

Steve Bernstein
SinoPac Securities (Asia) Limited

21/F, One Peking, 1 Peking Road
Tsim Sha Tsui, Kowloon, Hong Kong
w: +852 2912 2850  c : +852 5192 2225