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Overview: Advent Software, Inc.® has been providing trusted solutions to the world’s leading financial professionals since 1983. 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.
More than 60,000 professionals at 6,500 firms worldwide have licensed Advent’s products, to manage more than $8 trillion in assets. These clients span the entire financial services industry including investment advisors, banks, hedge funds, trust companies, brokerages, partnerships, financial planners, insurance companies, universities, and foundations.
Advent takes pride in its more than 800 employees located at its San Francisco headquarters and offices in New York, Boston and throughout Europe. The company’s common stock is traded on the Nasdaq National Market under the symbol ADVS.
KnowledgeStorm's detailed company reports contain important information including: stock symbols, company size, addresses, and more. You may access this additional information about this company by viewing one of the detailed solution reports or research abstracts listed below.
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Solutions offered by Advent Software, Inc.
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Research offered by Advent Software, Inc
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2007 Asset Management Operations and Compensation Survey by Advent Software, Inc. March 2008 - This 27-page Executive Summary, which presents key findings and statistical data in 30 figures, is divided into two sections: Operations & Technology and Compensation.
Advent Portfolio Exchange Demo by Advent Software, Inc. June 2006 - Advent Portfolio Exchange represents Advent's next generation in portfolio management technology. Advent Portfolio Exchange is the first solution to combine the front office CRM functions of client servicing and marketing with the back office operations of portfolio accounting and reporting into a single platform. View the product demonstration.
Aite Group Research Report - Rise of Dark Pools and Rebirth of ECNs: Death to Exchanges? by Advent Software, Inc. March 2008 - This 43-page Aite Group report analyzes the impact of the paradigm shift away from traditional exchanges like the NYSE & NASDAQ toward Alternative Trading Systems like dark pools and ECNs. This report is a must-read for portfolio managers, traders, & anyone concerned with the future direction of the US equities marketplace.
Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors by Advent Software, Inc. January 2007 - In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. Systems that offer advisors the functionality they seek are often not affordable when considering the time and expertise required to properly manage a reporting system in-house. The answer, prospectively, lies in outsourcing.
Best Practices in Performance Measurement and Reporting: Understanding the Global Investment Performance Standards by Advent Software, Inc. December 2007 - Compliance with GIPS standards has become a virtual requirement in order to stay competitive. Written in conjunction with Ashland Partners, this paper explains the steps to becoming GIPS compliant. Packed with practical tips and expert advice, it explains the value of GIPS compliance, what’s needed to achieve it, and common pitfalls to avoid.
Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc. May 2008 - Learn the 10 steps to improving efficiency and reducing risk by automating your reconciliation process in this informative, 12-page white paper.
Free Cerulli Report - Navigating the Affluent Emerging Marketplace by Advent Software, Inc. March 2007 - The investors who comprise the emerging affluent segment of the market are very diverse—in terms of their net worth, risk tolerance, financial goals, and a myriad of other characteristics. Because of this diversity, in order for firms and advisors to effectively service this market they must perform some level of segmentation.
Hedge Funds: Why Comply? - A Practical Guide to Developing a Culture of Compliance by Advent Software, Inc. December 2006 - Creating a culture compliance may prove to be simply good business, regardless of whether or not it becomes standard regulation. Read how your firm can support compliance while improving your bottom line.
Offshore Funds: A Pathway to Growth - A Practical Guide to Operational Imperatives for Hedge Fund Managers by Advent Software, Inc. December 2007 - Total hedge fund assets recently hit $2.5 trillion, driven by buoyant manager performance and surging capital inflows, while the number of hedge funds soared to almost 10,000. This paper focuses on the growth of the offshore segment within the wider expansion of the hedge fund industry and assesses the advantages of adding an offshore capability.
The Buyside and the Three Phase Evolution of Electronic Trading White Paper by Advent Software, Inc. March 2007 - The Buyside and the Three Phase Evolution of Electronic Trading describes how the function of trade execution is undergoing a period of dramatic transformation; not only for buyside firms, but also brokers and execution venues.
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