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Overview: Advent Software, Inc.® has been providing trusted solutions to the world’s leading financial professionals since 1983. 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 costs.
More than 60,000 professionals at 6,500 firms worldwide have licensed Advent’s products, to manage more than $8 trillion in assets. These clients span the entire financial services industry including investment advisors, banks, hedge funds, trust companies, brokerages, partnerships, financial planners, insurance companies, universities, and foundations.
Advent takes pride in its more than 800 employees located at its San Francisco headquarters and offices in New York, Boston and throughout Europe. The company’s common stock is traded on the Nasdaq National Market under the symbol ADVS.
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Advent Portfolio Exchange Demo by Advent Software, Inc
June 2006 - Advent Portfolio Exchange represents Advent's next generation in portfolio management technology. Advent Portfolio Exchange is the first solution to combine the front office CRM functions of client servicing and marketing with the back office operations of portfolio accounting and reporting into a single platform. View the product demonstration.
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