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Advent Software, Inc.



Advent Software, Inc., through its subsidiaries, offers integrated software solutions for automating and integrating data and work flows across investment management organizations, as well as the information flows between the investment management organization and external parties primarily in the U.S. The company operates through two units, Advent Investment Management and MicroEdge. The Advent Investment Management unit engages in the development, marketing, and sale of stand-alone and client/server software products, data interfaces, and related maintenance and services that automate, integrate, and support the functions of investment management organizations. The MicroEdge unit sells software and services for grant management, matching gifts, and volunteer tracking for the grantmaking community. Advent Software also provides professional services, such as consulting, project management, implementation, integration, custom report writing, and training. In addition, Advent Software provides independent research and brokerage services to institutional investors and registered investment advisors. Advent Softwares customers include asset managers, investment advisors, prime brokers, fund administrators, family offices, hedge funds, banks, and trusts. The company provides its services to corporations, public funds, foundations, universities, and nonprofit organizations that perform portfolio management functions as well.


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