Click here to close now.


News Feed Item

Advent Software Announces New Integration Agreement With the Veo(R) Platform From TD Ameritrade, Inc.

Advent's Portfolio Management & Reporting Solutions Will Expand Existing Integration With Veo(R) for Greater Operational Efficiency

SAN FRANCISCO, CA -- (Marketwired) -- 02/10/14 -- Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced a new agreement to deepen the integration of its Black Diamond platform and other Advent products with Veo®, TD Ameritrade, Inc.'s powerful account management and trading platform.

The new agreement will build on Advent's existing relationship with TD Ameritrade, Inc. and will be focused on enhancing the experience for their more than 600 shared clients. The integrations between the Black Diamond platform and other Advent products and Veo® will allow for greater automation around specific workflows and data across the platforms, including intraday quotes, service alerts, real time balances and position data, as well as management fee and rebalancing workflows. These efficiencies will help advisors and operations personnel make more informed decisions, respond to client requests more quickly, and strengthen client relationships.

"With more than 600 shared clients, we are looking forward to being able to provide an even better experience for our clients by expanding our longstanding relationship with TD Ameritrade, Inc.," said Dave Welling, SVP and General Manager, Black Diamond. "Advent believes in open architecture and deep integration between our platforms, custodians, and other third party technologies. We understand the importance of collaborating with other key technology providers to empower advisors, so we are very excited about this collaboration with TD Ameritrade, Inc. and the benefits it will offer our mutual clients."

"We are excited to provide enhanced access to Veo® through Advent Software's leading portfolio management and reporting platforms," said Jon Patullo, Managing Director, Technology Product Management at TD Ameritrade Institutional. "The Veo® platform's open access capabilities in combination with Advent's flexible platforms will allow the hundreds of clients we share to operate more efficiently and provide a more scalable foundation needed to grow their businesses."

Advisors attending the 2014 T3 Conference in Anaheim, CA February 10-12 are invited to visit Advent's booth #505/507 to learn more about this new integration.

About Advent
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries -- from established global institutions to small start-up practices -- to grow their business and thrive. Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products visit

About Black Diamond
An independent business group of Advent Software, Black Diamond provides investment advisors and wealth managers with a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing combined with fully outsourced daily reconciliation and data management service. With innovative technology backed by exceptional service, Black Diamond frees advisors to focus on serving clients and growing their business. More than 500 advisory firms have chosen Black Diamond to help manage more than $200 billion in assets. Learn more at

Advent and Advent Software are registered trademarks of, and the Advent logo is a mark of, Advent Software, Inc. All other company names or marks mentioned herein are those of their respective owners.

Forward-Looking Statements
Any forward-looking statements included in this presentation, such as statements regarding strategies or plans of management for future operations, technology and regulatory developments, and anticipated products, services, enhancements or availability and features thereof, involve assumptions, risks and uncertainties that could cause actual results to differ materially from our expectations. These risks, uncertainties and assumptions include continued sales of existing products and services, the successful development, timing, anticipated features, functionality, benefits and market acceptance of new products, services and enhancements, the impact of initiatives by competitors, continued uncertainties and fluctuations in the financial markets and economic conditions and other risks detailed in Advent's most recent filings with the Securities and Exchange Commission, including, but not limited to, its quarterly reports on Form 10-Q and its 2012 annual report on Form 10-K, copies of which may be obtained by contacting Advent Software at (415) 645-1683 or by visiting Advent's Investor Relations Web site at

Any unreleased services or features referenced in this presentation or other public statements are not currently available and may not be delivered on time or at all. Customers who purchase Advent's products or services should make their purchase decisions based upon features that are currently available. The Company disclaims any intention or obligation to publicly update or revise any forward-looking statements including any financial, product or other guidance, whether as a result of events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

More Stories By Marketwired .

Copyright © 2009 Marketwired. All rights reserved. All the news releases provided by Marketwired are copyrighted. Any forms of copying other than an individual user's personal reference without express written permission is prohibited. Further distribution of these materials is strictly forbidden, including but not limited to, posting, emailing, faxing, archiving in a public database, redistributing via a computer network or in a printed form.

Latest Stories
As operational failure becomes more acceptable to discuss within the software industry, the necessity for holding constructive, actionable postmortems increases. But most of what we know about postmortems from "pop culture" isn't actually relevant for the software systems we work on and within. In his session at DevOps Summit, J. Paul Reed will look at postmortem pitfalls, techniques, and tools you'll be able to take back to your own environment so they will be able to lay the foundations for h...
Nowadays, a large number of sensors and devices are connected to the network. Leading-edge IoT technologies integrate various types of sensor data to create a new value for several business decision scenarios. The transparent cloud is a model of a new IoT emergence service platform. Many service providers store and access various types of sensor data in order to create and find out new business values by integrating such data.
Containers are changing the security landscape for software development and deployment. As with any security solutions, security approaches that work for developers, operations personnel and security professionals is a requirement. In his session at @DevOpsSummit, Kevin Gilpin, CTO and Co-Founder of Conjur, will discuss various security considerations for container-based infrastructure and related DevOps workflows.
There are so many tools and techniques for data analytics that even for a data scientist the choices, possible systems, and even the types of data can be daunting. In his session at @ThingsExpo, Chris Harrold, Global CTO for Big Data Solutions for EMC Corporation, will show how to perform a simple, but meaningful analysis of social sentiment data using freely available tools that take only minutes to download and install. Participants will get the download information, scripts, and complete en...
Too often with compelling new technologies market participants become overly enamored with that attractiveness of the technology and neglect underlying business drivers. This tendency, what some call the “newest shiny object syndrome,” is understandable given that virtually all of us are heavily engaged in technology. But it is also mistaken. Without concrete business cases driving its deployment, IoT, like many other technologies before it, will fade into obscurity.
Containers are all the rage among developers and web companies, but they also represent two very substantial benefits to larger organizations. First, they have the potential to dramatically accelerate the application lifecycle from software builds and testing to deployment and upgrades. Second they represent the first truly hybrid-approach to consuming infrastructure, allowing organizations to run the same workloads on any cloud, virtual machine or physical server. Together, they represent a ver...
SYS-CON Events announced today the Containers & Microservices Bootcamp, being held November 3-4, 2015, in conjunction with 17th Cloud Expo, @ThingsExpo, and @DevOpsSummit at the Santa Clara Convention Center in Santa Clara, CA. This is your chance to get started with the latest technology in the industry. Combined with real-world scenarios and use cases, the Containers and Microservices Bootcamp, led by Janakiram MSV, a Microsoft Regional Director, will include presentations as well as hands-on...
SYS-CON Events announced today that Super Micro Computer, Inc., a global leader in high-performance, high-efficiency server, storage technology and green computing, will exhibit at the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Supermicro (NASDAQ: SMCI), the leading innovator in high-performance, high-efficiency server technology is a premier provider of advanced server Building Block Solutions® for Data ...
IT data is typically silo'd by the various tools in place. Unifying all the log, metric and event data in one analytics platform stops finger pointing and provides the end-to-end correlation. Logs, metrics and custom event data can be joined to tell the holistic story of your software and operations. For example, users can correlate code deploys to system performance to application error codes.
Achim Weiss is Chief Executive Officer and co-founder of ProfitBricks. In 1995, he broke off his studies to co-found the web hosting company "Schlund+Partner." The company "Schlund+Partner" later became the 1&1 web hosting product line. From 1995 to 2008, he was the technical director for several important projects: the largest web hosting platform in the world, the second largest DSL platform, a video on-demand delivery network, the largest eMail backend in Europe, and a universal billing syste...
Between the compelling mockups and specs produced by analysts, and resulting applications built by developers, there exists a gulf where projects fail, costs spiral, and applications disappoint. Methodologies like Agile attempt to address this with intensified communication, with partial success but many limitations. In his session at DevOps Summit, Charles Kendrick, CTO and Chief Architect at Isomorphic Software, will present a revolutionary model enabled by new technologies. Learn how busine...
Interested in leveraging automation technologies and a cloud architecture to make developers more productive? Learn how PaaS can benefit your organization to help you streamline your application development, allow you to use existing infrastructure and improve operational efficiencies. Begin charting your path to PaaS with OpenShift Enterprise.
Cloud computing delivers on-demand resources that provide businesses with flexibility and cost-savings. The challenge in moving workloads to the cloud has been the cost and complexity of ensuring the initial and ongoing security and regulatory (PCI, HIPAA, FFIEC) compliance across private and public clouds. Manual security compliance is slow, prone to human error, and represents over 50% of the cost of managing cloud applications. Determining how to automate cloud security compliance is critical...
WebRTC services have already permeated corporate communications in the form of videoconferencing solutions. However, WebRTC has the potential of going beyond and catalyzing a new class of services providing more than calls with capabilities such as mass-scale real-time media broadcasting, enriched and augmented video, person-to-machine and machine-to-machine communications. In his session at @ThingsExpo, Luis Lopez, CEO of Kurento, will introduce the technologies required for implementing thes...
Containers have changed the mind of IT in DevOps. They enable developers to work with dev, test, stage and production environments identically. Containers provide the right abstraction for microservices and many cloud platforms have integrated them into deployment pipelines. DevOps and containers together help companies achieve their business goals faster and more effectively. In his session at DevOps Summit, Ruslan Synytsky, CEO and Co-founder of Jelastic, will review the current landscape of...