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is a software company that makes software designed to automate portfolio accounting for investment management
Investment management is the professional management of various securities and assets in order to meet specified investment goals for the benefit of the investors...
firms, ranging from family offices and investment advisors to large institutional investors and hedge funds. The company has customers in 60 countries that manage some $14 trillion in assets. Advent is based in San Francisco and was founded in 1983 by Steve Strand and Stephanie DiMarco
Stephanie DiMarco is the Founder, CEO and President of Advent Software, a public company with a market cap of more than $1 billion that offers integrated software solutions for automating and integrating data and work flows across investment management organizations....
, who is currently CEO.
Current Software Products
- Tamale RMS
- Advent Portfolio Exchange
- Advent Partner
- Advent Rules Manager
- Advent Revenue Center
- Advent Corporate Actions
- Advent Custodial Data
- Advent Tradex
- Advent OnDemand