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
Cboe's CIO joins the podcast to discuss the exchange's tech migrations after the Bats acquisition, and Anthony and James give a primer on GDPR.Subscribe to Weekly Wrap emails