ZAN Partners Limited Selects Geneva® as Platform for Future Growth

ZAN Partners Limited Selects Geneva® as Platform for Future Growth

Former Beauchamp Client Turns to Advent’s Award-Winning Portfolio Management Solution to Provide Superior Operational Infrastructure to its Middle- and Back-Office

LONDON and SAN FRANCISCO,  February 25, 2009 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that ZAN Partners Limited (‘ZAN Partners’) has selected Geneva®, its comprehensive portfolio management and reconciliation solution. 

ZAN Partners is a boutique investment management company that caters to high net worth individuals, families and trusts, offering highly personalized financial services and access to a diverse range of investment products and opportunities via its independent platform. 

To support its ongoing development, ZAN Partners wanted to adopt a reliable, institutional-strength platform that would enable and support their growth and scalability.  Increasing operational efficiency and improving internal and client reporting were also areas that were important to ZAN Partners. 

“We were looking for a first-class solution, with a quality operational infrastructure to create a platform to support our growth plans,” said Christi Gujral, Chief Operating Officer, ZAN Partners.  “After researching other solutions, we chose Geneva® for its functional strength across the middle- and back-office, ongoing support, and most importantly, Advent’s proven reputation in the investment management community.  We are looking for long-term, reliable partnerships with our vendors and are confident that Geneva® will prove to be a major asset for our business moving forward.”

“We are thrilled that ZAN Partners has selected Geneva®, and we look forward to working together and supporting their future growth,” commented Chris Cattermole, Sales Manager, Advent Software EMEA.  “Geneva® is a cost-effective and scalable solution for hedge fund managers of all sizes.  Its ability to make clients more efficient, along with its strong product development cycle and comprehensive support make Geneva® the solution of choice over the competition.”

About Geneva®
Geneva®, a global investment management platform, is a proven solution for asset managers and hedge funds alike.  Geneva® offers comprehensive instrument coverage and industry-standard reconciliation and integration tools to enable firms to manage complex investment vehicles and multiple investment strategies.  For more information on Geneva® visit

About Advent
Advent Software, Inc. (, a global firm, 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

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.


Paul Watthey
Advent Software EMEA
+44 20 7631 9240

Jessica Miller
(415) 645-1668