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Advent Software has been providing reliable, trusted solutions to investment management organizations of all sizes and strategies since 1983. Whether you’re a global hedge fund with investors worldwide or an investment management firm with $500 million under management, Advent’s proven solutions can improve operational efficiency, reduce risk, and free you to focus on what you do best. With more than 4,500 client firms, Advent has established itself as a leading provider of mission-critical applications to meet the demands of investment management operations around the world.
In addition to world-class software, Advent’s Consulting Services team employs a specialized, scalable, and repeatable project management methodology to ensure that your software implementation is on time and on budget. Using a proprietary implementation methodology co-developed with IPS Associates and Stanford University, Advent’s implementation specialists work with clients to define requirements, organize resources, plan, and closely track progress on software implementations.
Advent’s product development process is guided by a formal validation process, where we meet with clients and prospective clients to fully understand their business operations, their software needs, and the challenges they face in the market. This feedback is used to ensure that the software we develop meets the real-world needs of firms like yours.
We look forward to working with you.
Senior Business Development Executive
Marlena Fitts has been working for Advent since Jan. 2005. She started up a Product Management Group and in a couple years time, moved on to incubate and oversee a Strategic Business Development unit for the Global Accounts business. She handles the forging and managing of strategic partnerships and M&A deals for this business. She has 21 years experience in financial services, learning the industry from the ground up while working at Investor Bank & Trust as a Sr. Manager. Ms. Fitts then went on to PwC as a Principal for 4.5 years. While there, she was hired by one of her clients out of Luxembourg, IGEFI, to open a U.S. office for this mutual fund & transfer agent software company. This was her foree into the software business and she joined Advent shortly thereafter.
Ms. Fitts earned her Bachelor of Science in Finance at Babson and has a Master of Science in Finance degree from Bentley.
Managing Director Sales and Marketing, Global Accounts, Advent Software APAC
Guillermo Orselli is Managing Director of Advent’s Global Account business unit APAC region. In this role he has Asia Pacific responsibility for strategy, product marketing and sales of Advent’s Geneva Global Portfolio Accounting, Advent Syncova and Advent Tamale for the alternative assets industry’s largest firms. Mr. Orselli has been with Advent since 2000, holding a variety of roles in consulting, product marketing and sales covering the United States, Europe and most recently the Asia Pacific region. Prior to joining Advent, Mr. Orselli held positions at Carret and Company Asset Management in New York, at the Argentine-American Chamber of Commerce in New York, and at NCR Corporation in Buenos Aires.
Mr. Orselli earned his undergraduate degree from Universidad de Belgrano, and his MBA from The George Washington University.
Vice President, EMEA Sales
Mats Berggren joined Advent in 2001, and is now Senior Director of Sales in EMEA, responsible for Advent’s continuous new business growth within Europe, the Middle East and Africa. Prior to joining Advent, Mr. Berggren served in senior sales roles at Front Capital Systems, a SunGard company, the IT Research company Gartner and also spent a number of years in the oil industry.
Mr. Berggren holds a Master of Science degree in Economics and Marketing from Uppsala University in Sweden.
Vice President, FP&A and Investor Relations
Heidi Flaherty joined Advent Software in 2002 and is responsible for the investor relations, financial planning and decision support functions worldwide. For ten years prior to joining Advent, Ms. Flaherty held various executive positions in the Silicon Valley high technology industry within Finance, Operations, and Marketing in companies as large as Cisco Systems and as small as start-ups.
Ms. Flaherty holds a BA in Economics from the University of California at Santa Barbara and an MBA from Santa Clara University.