Advent Software Inc.

• THE GLUCK REPORT, Part II: Has Advent Shuttered AdvisorMart?

  By Staff Writer  |  July 1, 2005

  At a time when Web-based portfolio management software (PMS) seems to be gaining greater acceptance among independent advisors, Advent Software Inc. appears to have stopped...

• THE GLUCK REPORT, Part I: Farewell to Portfolio 2000

  By Staff Writer  |  November 1, 2004

  Ending one of the biggest technology stories to hit the independent advisor market in the last decade, Advent has pulled the plug on its Portfolio...

• Advent President and CEO Steps Down

  By Staff Writer  |  May 19, 2003

  SAN FRANCISCO (HedgeWorld.com)--Peter Caswell, president and chief executive at Advent Software Inc., has resigned from the company to pursue other interests, according to the firm. Mr....

• Bargains From Fidelity

  By Melanie Waddell, AdvisorOne  |  April 24, 2002

  Fidelity Institutional will integrate a popular pl

• Come Closer, Says Schwab

  By Staff Writer  |  February 8, 2002

  Schwab Institutional hopes to forge even stronger

• Judge Rules for Schwab in Advent Case

  By Staff Writer  |  January 22, 2002

  Advent must continue to support its download inter

• Schwab v. Advent: The Battle Begins

  By Staff Writer  |  December 1, 2001

  Two huge names serving independent advisors wrestl