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Key Milestones

1983: Stephanie DiMarco founds Advent Software in San Francisco

1984: Advent launches the first PC-based portfolio accounting system

1985: New York office opens

1986: First Advent user conference

1992: Introduction of Axys®, the first Windows-based portfolio accounting and reporting solution

1995: Advent goes public on the NASDAQ

1995: Launch of Moxy® trade order management system

1997: First general release of Geneva®, the global portfolio management platform

1999: Advent expands into Europe

2005: Introduction of Advent Portfolio Exchange® (APX), integrating portfolio management and CRM on a single platform

2005: Advent earns the industry’s first Service Capabilities & Performance (SCP) certification for outstanding client support

2009: Advent acquires Tamale RMS®, the leading research management solution

2011: Acquisition of Black Diamond and its cloud-based wealth management platform

2015: Advent acquired by SS&C, a leading global provider or software and software enabled services for the financial services industries