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Founded in 1983 by Stephanie DiMarco, Advent Software was built out of a need to automate the then highly manual portfolio accounting function in the investment management business. Advent continually canvassed the industry to understand business challenges and provide software and services that helped firms improve workflow, handle increased volume, and reduce operating costs.

Advent’s first portfolio accounting product, Axys®, was the first such solution created specifically for the PC, and later was the first portfolio accounting and reporting solution built on the Microsoft Windows platform. Over the years Advent has introduced a variety of products to help streamline the investment management business, including Moxy®, the industry’s first integrated trade order management system. Advent also introduced products for client relationship management and partnership accounting. Advent has gained a significant market share by providing trusted, quality solutions to investment management firms, wealth managers, broker-dealers, registered investment advisors, and family offices.


(from: http://www.advent.com/about/history) www.advent.com Advent Software EPS vector logo