Advent Software:
Portfolio Management, Trading, & Other Technologies for Investment Management Firms

Recently Released!!!
Date Published: June 23, 2014
Summary Power Point Deck: 31 Slides

Reference Power Point Deck: 256 Slides

Advent Software was founded by Stephanie DiMarco in 1983 and is based in San Francisco, CA. Advent Software has sixteen offices, 1,201 employees, 60 client countries, 4,600 institutional clients, 60,000 users, $14.0 trillion institutional clients' assets under management, $359 million revenues, $291 million recurring revenues, $236 million gross margin, $57.6 million product development expenses, $49 million operating income, $30 million net profits from continuing operations, $2.0 million net profits from discontinued operations, $30 million net profits, & $83 million operating cash flows. Advent Software is led by its Chairman John Scully & CEO Pete Hess and is a public company trading on the NASDAQ as ADVS. Advent Software's web site can be found at www.advent.com.

Advent Software's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Public Phase
  • Acquisition Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients' countries, institutional clients, users, institutional clients' assets under management, revenues, annual bookings, operating income, & net profits.
Its profile includes detailed outlines of its core products:
  • Geneva
  • Advent Portfolio Exchange (APX)
  • Axys
  • Tamale RMS (Research Management Solution)
  • Moxy
  • Advent Rules Manager
  • Advent Revenue Center
  • Advent Partner
  • Rex
  • Syncova Margin, Syncova Financing, & Syncova Essentials
  • Tradex
  • Advent General Ledger Exchange (GLX)
  • Advent Browse Reporting for Enterprise Users (BREM)
  • Advent Warehouse
  • Advent On Demand
  • Black Diamond
  • Advent Custodial Data (ACD)
  • Advent Corporate Actions
  • Advent Index Data
  • Support & Maintenance
And its profile concludes with the highlights of its organizational structure & ownership.

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