SOURCE: Advent Software

Advent Software

May 12, 2014 09:05 ET

Advent Wins at 2014 Family Wealth Report Awards

Advent Portfolio Exchange® Named "Best Client Relationship Management (CRM) System"

SAN FRANCISCO, CA--(Marketwired - May 12, 2014) - Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that Advent Portfolio Exchange® (APX) has been named "Best Client Relationship Management (CRM) System" at the inaugural Family Wealth Report Awards 2014. Showcasing 'best of breed' providers in the global private banking, wealth management, and trusted advisor communities, the awards are designed to recognize companies, teams, and individuals, which the panel of judges determined to have 'demonstrated innovation and excellence during 2013.'

Advent's APX was honored for delivering CRM excellence to wealth managers who rely on it to manage existing client relationships and gather new clients. Using APX, portfolio managers, operations staff, relationship managers, and marketing representatives throughout a firm can quickly access the information they need to perform their respective roles. The ability to not only track relationships and communications for key individuals and interested parties, but to see portfolio data as well, allows managers to reduce integrations, provide proactive service, and respond to inquiries easily with real-time information. With Advent's APX, wealth managers can spend less time managing their technology solutions and more time delivering true value to clients.

"We are honored to see APX recognized as the best CRM system at the first Family Wealth Report Awards ceremony," said Robert Roley, Vice President, Solutions, Advent Software. "We are committed to providing tools across Advent's solutions that enable excellent client service, to ensure we continue setting the standard in CRM and portfolio management tools for Wealth Managers."

According to ClearView Financial Media's CEO, and Publisher of Family Wealth Report, Stephen Harris, "The firms who triumphed in these inaugural awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants' submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with 'independence,' 'integrity,' and 'genuine insight' -- the watchwords of the judging process -- such that the awards truly reflect excellence in wealth management. I am optimistic that these annual Awards will become one of the brightest highlights in the wealth management calendar."

Full details on the night's winning firms can be found at:

About Advent
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of‐the-curve solutions, we've helped over 4,300 firms in more than 50 countries -- from established global institutions to small start-up practices -- to grow their business and thrive. Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products visit

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