Advent Software, Inc. offers integrated software solutions for automating and integrating data and work flows across investment management organizations, as well as the information flows between the investment management organization and external parties. The company operates in two segments, Advent Investment Management and MicroEdge. The Advent Investment Management segment engages in the development, marketing, and sale of stand-alone and client/server software products, data interfaces, and related maintenance and services that automate, integrate, and support certain functions of investment management organizations. The MicroEdge segment offers software and services for grant management, matching gifts, and volunteer tracking for the grantmaking community worldwide. The company also provides support, maintenance, and professional services, including project management, implementation, data conversion, integration, custom report writing, and training. In addition, Advent Software provides independent research and brokerage services to institutional investors and registered investment advisors. The company offers its services to investment advisors, brokerage firms, banks, hedge funds, corporations, public funds, foundations, universities, and nonprofit organizations worldwide. Advent Software was founded by Stephanie DiMarco in 1983. The company is headquartered in San Francisco, California.
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