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Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix

Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users

Wednesday, May 25, 2016 – 2:49 PM by Brooke Southall
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Pete Hess [at Nasdaq opening bell with Advent board chair Stephanie DiMarco in 2012]: I'm going to take six months off after 23 years. I want to come back fully regenerated.

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Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next

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Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?

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June 11, 2019 – 9:49 PM

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Mentioned in this article:

SS&C Advent
Portfolio Management System
Top Executive: Robert Roley

SalesForce
CRM Software
Top Executive: Marc Benioff




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