SAN FRANCISCO and LONDON – June 4, 2014 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that Advent Portfolio Exchange® (APX) was awarded “Best Portfolio Management Solution” at the WealthBriefing European Awards 2014.
Showcasing ‘best of breed’ providers in the global private banking, wealth management, and trusted advisor communities, the WealthBriefing awards recognize companies, teams, and individuals deemed by the judges to have ‘demonstrated innovation and excellence during 2013.’ Commenting on Advent’s award, ClearView Financial Media’s CEO and Publisher of WealthBriefing, Stephen Harris, recognized Advent as one of the best operators in the private client industry, with ‘independence,’ ‘integrity,’ and ‘genuine insight,’ the watchwords of the judging process.
Advent Portfolio Exchange® (APX) is an end-to-end portfolio management solution that integrates the front-office functions of prospecting, marketing, and customer relationship management with the back-office operations of portfolio accounting and reporting. This enterprise solution leverages a single SQL database to deliver critical client information via an easy-to-use browser-based user interface. APX delivers improved client service with enhanced security for today’s amplified compliance environment.
“We are honored to be recognized as a leading solutions provider for wealth managers in Europe by WealthBriefing,” said Håkan Valberg, President, EMEA, Advent Software. “With the many challenges facing wealth managers today, ranging from new regulations and more demanding clients, to the pressures associated with running a profitable organization, a long-term relationship with a trusted technology partner is critical to a firm’s success.”
Advent adds this award to a long list of accolades over the last 12 months, including: Best Client Reporting Solution, FTF News Technology Innovation Awards; Best Client Communications & Reporting, WealthBriefing Switzerland & Liechtenstein Awards 2014; Best Fund Accounting and Reporting Systems Firm, Hedgeweek U.S. Awards 2014; Best Client Relationship Management (CRM) System, Family Wealth Report; Leading Margin Management Provider Award, The Hedge Fund Journal; Best Fund Accounting and Reporting System 2014, Hedgeweek; Best Fund Accounting and Reporting Software Provider and Best Portfolio Management Software Provider from MENA Fund Manager Fund Services Awards 2014; Best Technology Platform 2014, Private Asset Management Magazine; and Best Fund Accounting Platform from Global Custodian.
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we΄ve helped over 4,300 firms in more than 50 countries — from established global institutions to small start-up practices — to grow their business and thrive. Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products visit http://www.advent.com.
The Advent and logo composite, and Advent Portfolio Exchange are registered trademarks of Advent Software, Inc. Any other company names or marks mentioned herein are those of their respective owners.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by CEO, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.
With teams based in London, Singapore, Switzerland, US, South Africa and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector.