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Company Profile

Bay Area-based Advisor Software, a leading provider of wealth management solutions for the retail advice market, provides integrated wealth management applications that leverage institutional-caliber analytics.  Using these applications, advisors can deliver more personalized, actionable investment advice.  Our founder is Andrew Rudd, co-founder and former CEO of Barra, the market leader in institutional portfolio analytics and applications.  Our customers include a wide range of financial institutions such as asset managers, broker/dealers and platform providers, banks, and independent Registered investment advisors. 

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