Advent Software Awarded Top Honor for CRM Solution by Buy-Side Technology

Fri Nov 9, 2012 9:10am EST

* Reuters is not responsible for the content in this press release.

  SAN FRANCISCO, CA, Nov 09 (Marketwire) -- 
Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and
services for the global investment management industry, today announced
that Advent Portfolio Exchange(R) (APX), part of Advent's platform for
asset and wealth management, has been named 'Best Buy-Side CRM Product'
by Buy-Side Technology magazine. The annual award honors the
accomplishments and innovations of products and services designed for
buy-side investment professionals.

    "Each year the level of competition for the Buy-Side Technology Awards is
more intense in this increasingly advanced and evolving industry," says
Victor Anderson, Editor, Buy-Side Technology magazine. "In the CRM
category, we looked for functionality that was highly specific to the
investment management industry. After careful consideration of all
requirements, Advent was the clear choice of the judges, standing out
significantly from competitors, specifically for its fully integrated
approach and robust benefits to clients." 

    A distinguished panel of judges drawn from investment industry technology
advisors and the editors of Waters Technology assessed the nominees based
on the product capabilities that allow firms to efficiently manage the
vast and increasingly complex client relationships. 

    "Today's asset and wealth managers require more than just an efficient
and reliable CRM solution, they must be able to move seamlessly from
contact information to portfolios -- to see holdings, performance, past
reports, and more. In addition, the system must be searchable across
client, prospect and portfolio data, as well as facilitating tasks and
tracking progress. These integrated workflows are the advantages that APX
provides," said Todd Gottula, General Manager and Senior Vice President
at Advent Software. "Being recognized by Buy-Side Technology magazine and
esteemed industry experts as the 'Best Buy-Side CRM Product' is a
significant achievement and a testament to Advent's continued investment
in being a global financial technology leader." 

    Advent delivers CRM excellence with Advent Portfolio Exchange(R), part of
Advent's platform for asset and wealth management. More than just a
simple contact-tracking tool, APX CRM enables advisors to keep track of
their clients' style preferences as well as account type and status.
Two-way Microsoft Exchange synchronization and Outlook email capture, as
well as the ability to set-up, manage and audit recurring tasks, make APX
a central source to house client communication. Additionally, the APX
portfolio management and reporting functions all operate on the same SQL
database platform and share the same data, which provides immediate
updates and access to the same performance reports the clients sees,
improving visibility and accuracy during client conversations, and
ultimately enhancing a firm's ability to provide superior client service. 

    For more information about APX and Advent's platform for asset and wealth
management, please visit: 

    About Advent
 Advent Software, Inc., a global firm, has provided trusted
solutions to the world's financial professionals since 1983. Firms in
more than 60 countries count on Advent technology to run their
mission-critical operations. 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 operational risks and costs. For more information on
Advent products visit

    Advent, the Advent logo, Advent Software and Advent Portfolio Exchange
are registered trademarks of Advent Software, Inc. All other company
names or marks mentioned herein are those of their respective owners.


Amanda Diamondstein-Cieplinska
Advent Software, Inc.
+1 (415) 645-1668

Daphne Marciel
Advent Software EMEA
+44 20 7631 9240 

Copyright 2012, Marketwire, All rights reserved.


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