Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that it has been named by Waters Magazine as the âBest Portfolio Management System Providerâ in the publicationâs annual readersâ choice rankings.
âIt is an honor to be recognized as best-in-class by Waters Magazine and our customers,â said Pete Hess, President, Advent Software. âThe worldâs leading firms rely on our solutions to run their mission-critical functions, and we remain committed to working with our clients and the industry to develop innovative technology solutions that meet current needs and provide a platform for future growth.â
Advent offers three portfolio management solutions and a range of deployment options â from installed, to managed, to hosted â to meet the unique requirements of investment management firms.
â¢ Advent Portfolio ExchangeÂ® (APX) is a comprehensive 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. With an integrated CRM, performance analytics, dynamic report customization and automated client statement packaging, APX delivers easy access to critical data and enables users to cost-effectively deliver superior client service. Advent Portfolio ExchangeÂ® offers deployment choices and can be either installed onsite or accessed through Advent OnDemand(SM), Adventâs SaaS delivery solution.
â¢ GenevaÂ® is a global investment management and accounting platform, designed for asset managers, hedge funds, fund administrators, prime brokers, and mutual funds that require a high level of operational efficiency and easy access to real time data. GenevaÂ® offers comprehensive instrument coverage, full financial general ledger, and industry-standard integration tools to enable firms to manage complex investment vehicles, multiple investment strategies, and tiered fund structures.
â¢ AxysÂ® is Adventâs turnkey portfolio management and reporting system for small and mid-size investment management firms. More than 3,000 asset management firms around the globe â including hedge funds, family offices, wealth managers, registered investment advisors and financial planners â rely on AxysÂ® to easily manage an expansive number of accounts and a range of investment instruments.
The Waters Magazine annual rankings are compiled based on a survey of its readers and recognize companies and solutions based on technological capabilities and industry expertise. Voters included buy- and sell-side firms as well as exchanges and brokerages.