October 28, 2016 6:27 AM ET


Company Overview of Advent Software, Inc.

Company Overview

Advent Software, Inc. provides software products and services worldwide. The company offers its products and services for automating and integrating data and work flows across the investment management organization, as well as between the investment management organization and external parties. It develops, markets, and sells software products, software-as-a-service hosting services, data interfaces, and related maintenance and services that automate, integrate, and support various mission-critical functions of investment management organizations. The company also offers professional services, such as consulting, project management, implementation and integration, custom report writing, trai...

600 Townsend Street

5th Floor

San Francisco, CA 94103

United States

Founded in 1983

1,209 Employees





Key Executives for Advent Software, Inc.

Senior Vice President and General Manager
Age: 45
Chief Human Resources Officer and Senior Vice President
Managing Director of Advisory Market Group - SS&C and Senior Vice President of Advisory Market Group - SS&C
Director of Business Development - EMEA
Compensation as of Fiscal Year 2016.

Advent Software, Inc. Key Developments

Advent Software Announces Executive Changes

SS&C Technologies has appointed a leadership team for its recently purchased Advent Software business unit. The new SS&C's Advent business unit will be headed by Advent president and CEO Pete Hess. In his new role, Hess will serve as senior vice president and general manager and will be responsible for managing the establishment of two distinct market facing teams within Advent to address key client segments. The Advisory Market Group will serve clients and grow the business within the wealth management and investment advisor market. It will be headed by Dave Welling as senior vice president and managing director of SS&C's Advisory Market Group, who will report to Hess. The Asset Management and Alternatives Market Group, led by Hess, will focus on the traditional and alternative asset management markets. Additionally, Robert Roley has been named as head of solutions and client experience, while Marc Flamini as head of sales, and Karen Geiger to lead solutions development within the Asset Management and Alternatives Market Group. Furthermore, Bob Conchiglia has been appointed to spearhead sales for the Advisory Market Group.

Advent Software, Inc.(NasdaqGM:ADVS) dropped from NASDAQ Composite Index

Advent Software, Inc. will be removed from Nasdaq Composite Index.

Advent Software, Inc.(NasdaqGM:ADVS) dropped from CRSP US Total Market Index

Advent Software, Inc.(NasdaqGM:ADVS) dropped from CRSP US Total Market Index

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Recent Private Companies Transactions

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