ADVENT SOFTWARE, INC.
SAN FRANCISCO, CA

ADVENT SOFTWARE, INC., also known as SS&C Advent, is a distinguished entity within the technology solutions domain, specializing in the financial services sector. Founded on March 13, 2006, and officially registered under Florida's regulations with the filing number F06000001614, Advent Software operates from its headquarters at 600 Townsend Street, Suite 500, San Francisco, CA, 94103, USA. As a for-profit corporation (FORP), it remains active and robust in its market presence. The company is primarily known for delivering cutting-edge solutions that bridge the gaps between systems, people, and information, enabling clients to make well-informed decisions efficiently while adhering to complex regulatory standards. Through integration with SS&C's expansive portfolio of technology applications and services, Advent Software enhances its capability to support over 10,000 financial organizations globally. Advent Software is also notable for maintaining transparency in corporate activities, as evidenced by its last major event on October 21, 2016—the reinstatement. The firm demonstrated continued adherence to statutory obligations with the submission of its most recent annual report dated April 21, 2024, corresponding to that fiscal year. The company's leadership comprises a team of dedicated professionals including Jason White (Secretary), Karen Geiger (Director), and Casey Keller (Director), who steer the organization towards transformative contributions in investment management. Further, ADVENT SOFTWARE retains its commitment with its operational focus sharpened by strategic affiliations and historic achievements, fostering anticipation for future innovations. For additional information on services or to engage with ADVENT SOFTWARE, Inc., interested parties are encouraged to visit their official website at adventsoftware.com or contact via the provided phone numbers (800) 727-0605, (212) 398-1188, and (904) 241-2444.