OUR DNA

Bigger than the sum of our parts

FINANCIAL Technology:

Absolutely

We love technology. But driving our product strategy is a deep institutional heritage. We've pioneered portfolio risk management concepts, and are widely acclaimed experts in quantitative analysis, asset allocation, behavioral finance, and modern portfolio theory.

Wealth MANAGEMENT:

DEFINED

ASI is the first to develop the only independent, enterprise-level portfolio rebalancing solution in the industry, as well as the first goal-driven, end-to-end technology platform designed to evolve with the client as their needs, circumstances, and overall capital market conditions change.

INVESTMENT RESEARCH:

SINCE INCEPTION

ASI is powered by a research team that provides in-depth analytics for our products with sophisticated Monte Carlo solutions, risk modeling, stress testing, and holistic financial planning. Complex problems are solved and surfaced in a simple and easy to understand user interface.

Great

Beginnings

Advisor Software’s institutional heritage is at the core of our founding and product development strategy.  Andrew Rudd, our founder and CEO, is also the co-founder and former chairman of Barra, Inc., a company which led the market in portfolio risk management and was eventually acquired by Morgan Stanley Capital International (MSCI).  Mr. Rudd is a widely acclaimed expert in quantitative analysis, asset allocation, modern portfolio theory and risk management.

An Even Greater

Future

Advisor Software's mission is to advance the science of wealth planning so financial advisors can focus on the art of advice delivery.

ASI provides cloud platforms to empower today’s advisor and wealth management companies. Customized to suit the needs of each of our clients, ASI’s products address a range of advisor functional needs, including Digital Advice, Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics.

“While technology can improve the way advisors manage the financial lives of their clients, the advisor-client relationship is the most important part of the equation. All of our applications have been developed with this in mind, advancing the science of wealth planning so advisors can focus on the art of advice delivery.”

Thought leadership

Leadership

Andrew Rudd, Ph. D.

Chairman and Chief Executive Officer

Andrew Rudd founded Advisor Software in 1995 to deliver world class analytics to the retail financial services market. He is an expert in asset allocation, modern portfolio theory, risk management, and performance measurement. Dr. Rudd is also a co-founder and former chairman and CEO of Barra, Inc., where he served as CEO from 1984 to 1999. He is the co-author of two industry-leading books on institutional investing: "Modern Portfolio Theory: The Principles of Investment Management" and "Option Pricing." Dr. Rudd was also Professor of Finance and Operations Research at Cornell University in Ithaca, New York. In addition, he has written numerous journal articles and research papers on a wide range of domestic and international investment practices and theories. Dr. Rudd received his Bachelor of Science degree with honors in Mathematics and Physics from Sussex University in England, and earned a M.Sc. in Operations Research, an M.B.A in Finance and International Business, and a Ph.D. in Finance and Operations Research from the University of California, Berkeley.

Michelle Farmer, Esq.

Chief Administrative Officer & General Counsel

Michelle Farmer is responsible for overseeing the legal, financial and administrative affairs of Advisor Software and directing its regulatory strategy. Ms. Farmer has worked in the financial services industry for over 15 years including positions as general counsel for mPower.com, Inc. and general counsel for Wealth Management Systems, Inc. She is a member of the California and Massachusetts Bar. Ms. Farmer earned a JD from Suffolk University and a Bachelor of Arts degree from the University of Massachusetts at Amherst.

Mark Ferrari, Ph. D., CFA

Chief Research Scientist

Dr. Mark Ferrari, CFA, is the Chief Research Scientist at Advisor Software and leads the research team's development of behavioral and risk analytics used across Advisor Software's technology solutions. He has developed investment strategies for some of the world’s leading asset managers, including Barclays Global Investors (now BlackRock), AXA Rosenberg, and clients of MSCI Barra. New financial products created by research teams under his direction include optimal portfolios of intellectual property at Procinea Management LLC and equity insurance for homeowners at the Home Value Insurance Company. Dr. Ferrari is a graduate of Yale University and holds a Ph. D. in Physics from the University of California, Berkeley. He is a Chartered Financial Analyst. Prior to his career in finance, Dr. Ferrari was a physicist at AT&T Bell Laboratories.

Michael Granger

Vice President, Product

As Vice President, Product, Michael Granger is responsible for management and maintenance of all of Advisor Software’s products and solutions, including client implementations and support. Mr. Granger has over 20 years of experience in the financial services industry, most recently holding positions at Barra and as VP Systems Director at Bank of America. Prior to Bank of America, he was Operations Director for CIBC World Markets in London. He also held trading positions at institutions including Standard Chartered, a London-based, international bank.

Rob Freedman

Director, Marketing

As Director of Marketing, Rob Freedman is responsible for strategy and implementation of all of Advisor Software’s marketing and public relations. Mr. Freedman has over 10 years of experience in the financial services industry, most recently holding positions at Focus Financial Partners and HighTower Advisors. He also held marketing positions at The Advise Us Fund, a Chicago-based organization providing planned giving services and donor-advised funds to midsize non-profits and their advisors. He holds a BA from Loyola University of Chicago and a MA from National-Louis University.

Steve Bradley

Vice President, Operations and Client Implementation

As Vice President of Operations and Client Implementation, Steve Bradley is responsible for management of Advisor Software’s I.T, Quality Assurance and Project Management of all of Advisor Software’s projects. Mr. Bradley has over 20 years of experience in the Quality Assurance / Project Management field with the last 15 years within the financial services industry, most recently holding positions of Vice President at MSCI and Barra. Prior to Barra, he was responsible for Quality Assurance and Project Management for UK based, Edinburgh Financial Publishing.

A FEW OF OUR VALUED PARTNERS & CLIENTS