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Advent Software  (Stock symbol: ADVS )

600 Townsend Street
San Francisco, CA 94103
USA
800-685-7688
Website Company Summary Management Team
Board

Outside board: (May no longer be on the board) Robert Ettl (Harvard Management Company COO) Christine S Manfredi (Wellington Management Company Partner) James D Kirsner (Barra CFO) A George Battle (Ask.com Executive Chairman) James Roemer (ProQuest Former Chairman) John H Scully (SPO Partners & Co.) Wendell G Van Auken (Mayfield Fund)
Former outside board: Terry H Carlitz (Saba Software) William Zuendt (Wells Fargo Bank Former President/CEO) Maurice DucaFrank Robinson (consultant)
Company

Business description: Advent Software has been providing trusted solutions to the world’s leading professional money managers. Advent’s quality software, data, services and tools enable managers to improve service and communication to their clients, allowing them to grow their business while controlling costs. Advent’s common stock is traded on the NASDAQ National Market under the symbol ADVS. Advent Office™ is Advent’s powerful, integrated suite of solutions that automate a full range of investment activities. The individual components of Advent Office perform a variety of specific functions—from portfolio management and partnership accounting to client relationship management, reconciliation processing, and trade order management—and can be integrated together to provide a comprehensive solution across all areas of an investment institution. The modular design provides an unmatched level of scalability allowing firms of any size to successfully leverage Advent Office. Geneva®, Advent’s real-time global portfolio accounting system facilitates the complex accounting processes associated with large international portfolios.
Customers include: FBR Capital Markets Goldman SachsMorgan StanleySalomon Smith BarneyShooter FinancialSVB Capital;  Albemarle Asset Management ;  Atlas Brokerage Co.;  Bank of New York;  Bear Stearns ;  Bluffview Wealth Management ;  Caprinco ;  FirstRand Group ;  Fulcrum Group ;  Harold C. BrownAndCo. ;  Heptagon Capital ;  Kaufman, Rossin;  KillikAndCo ;  Kluwer Financial Services ;  LaCrosse Global Fund Services ;  LaSalle Fund Services ;  Olympia Capital ;  PaineWeber;  Parsec Financial ;  Pendo ;  Rand Merchant Bank ;  SHUAA Capital ;  Stillwater Capital Advisors ;  TIAA-Cref ;  Wealth Management Partners ;  Weisel;  Wells Capital Management;  Wisconsin Capital Management
Partners include: EAInvestEnvestnet | YodleeFidelityFolioFNMorgan Stanley;  Aqua ;  Atlantic Link ;  Bank of Bermuda;  Chevy Chase Trust Company;  First Trust/DATAlynx;  Fleet National Bank;  LatentZero;  Netik;  RIMES ;  SISCOM ;  Softagon ;  Sungard;  Techfi
Capital

Rounds: 2
Capital raised: 5.1M
Ownership: Public  
Stock Symbol: ADVS
VCs include: Mayfield Fund
Angels/other VCs: Maurice DucaFrank Robinson (Consultant)

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Overview
Record updated: Mar 2013
Sector: Software
Year Founded: 1983
Headcount: 1001-1250 as of Mar 2011
Rounds: 2
Capital Raised: 5.1M
Ownership: Public  
Stock Symbol: ADVS