Advent Establishes 3rd-Party Marketing Deals With Institutional Brokerages


SAN Francisco-based Advent Software, a provider of portfolio management and accounting software, has lately announced two third-party deals. One is a collaboration with a unit of Fidelity Investments that's aimed at extending the market for Advent's products. The other is a pact with broker/dealer Investment Management &Research to distribute Advent's software.

The most recent deal, announced July 17, is a marketing arrangement between Advent and Boston-based Fidelity Investment Advisor Group

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