Advent Axys Company and Product Information Page

Advent Software, Inc.

301 Brannan Street, San Francisco, CA 94107
Contact Name/Title:
David Dawson, Vice President, Marketing
Phone Number: 800-685-7688 x1294
Email Address: [email protected]
Web Address: https://www.advent.com

Company Background:
Advent Software is the leading provider of Enterprise Investment Management solutions. The Advent Office Suite of integrated solutions automates a wide range of investment activities, from portfolio management and partnership accounting to client relationship management, reconciliation processing, trading, and order management. Advent has more than 600 employees located at its San Francisco headquarters and offices in New York and Australia.

Company Executive Team:
Stephanie DiMarco,
Chairman and Chief Executive Officer
Peter Caswell,
President and Chief Operating Officer
Irv Lichtenwald,
Chief Investment Officer
Lily Chang,
Chief Technology Officer

Company Financial Performance:
1998 revenues of $71 million

Product Name & Description:
Axys, the portfolio accounting component of Advent Office: Axys is an enterprise-wide system providing sophisticated accounting for a wide range of instruments, including complex fixed income and multi-currency securities, and displays data on customizable, graphic-rich reports.

Product Price Range:
N/A

Existing Clients:
Representative customers include Paine Webber, Merrill Lynch, Wells Fargo, Anchor Capital, William Blair & Co. L.L.C. Advent has licensed its products to more than 5,400 financial institutions in 36 countries for use by more than 60,000 concurrent users.

Strategic Partners:
Current Advent Alliance Partners include Proxy Monitor, Russell\Mellon Analytical Services, Ibbotson Associates, Interactive Technologies, ITG Inc., LightPort.com, and Morningstar

Customer Support Provided:
Phone support and on-site consulting provided

Upcoming Product Developments / Product Releases:
Axys®, will deliver fully integrated client contact information by providing two-way updates with Qube, Advent’s client contact management product. It also will include European date formats for markets with special date format needs. And Axys will allow users to create and maintain "blended benchmarks" to reflect the asset allocation in their portfolios, for accurate comparisons of the returns between the portfolio and the benchmark.