“ Advent’s software just works. It’s been a key component of our ability to grow. ” Mark Balasa, Co-CEO and Chief Investment Of?cer, Balasa Dinverno Foltz LLC Client Story Advent Portfolio Exchange Three Decades, One Partner When a relationship lasts nearly 30 years —through up and down markets, ?nancial crises and stunning technological change— something must be working right. Such is the case with Balasa Dinverno Foltz LLC and Advent Software.

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