Advent Software, Inc.

Here is Advent Software, Inc. in plain terms. SS&C Advent is a software company that develops software to automate portfolio accounting for investment management firms. Put simply, it is about recording transactions, reconciling banks and producing financial statements.

The natural audience is small businesses and their accountants. Related areas on their profile: Accounting. As a large product team themselves (1,001 to 5,000 people), they tend to serve customers of a similar scale best. At that size expect formal onboarding, documentation and a longer sales cycle.

Advent Software, Inc. is based in San Francisco, California and around since 1983. More on advent.com.

Things worth asking about: bank feeds, multi-entity support, and accountant access. A short pilot with your real data tells you more than any demo.

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