Advisor Software Looks to Build Upon Recent Growth with Appointment of Industry Veteran to Lead Sales Effort

Tom Flint Brings Two Decades of Experience Working with RIAs, Family Offices and Leading FinTech Firms

WALNUT CREEK, CALIF.—January 14, 2016—Advisor Software, Inc. has hired financial services and technology veteran Tom Flint as Vice President of Sales. In this role he will bring his considerable experience in Financial Technology to help accelerate the growth of Advisor Software’s Wealth Management Cloud platform.

“Tom’s extensive background working with some of the some of the largest and most complex RIAs and Family Offices in North America, as well as a number of highly respected financial technology firms, makes him a perfect fit,” said Advisor Software Chairman and CEO Andrew Rudd. “He gives our team a lot more bench strength and our clients’ another professional who intimately understands the technology needs of wealth managers in a rapidly evolving market.”

In addition to being a Co-Founder of Tiburon Wealth Management, a San Francisco-based boutique investment advisory firm, Flint has held senior positions at Advent Software, where he consulted with RIAs on how to make their operations more efficient using technology; Black Diamond Performance Reporting, where he built out a West Coast presence and led the acquisition of their largest client; Salesforce.com, where he helped grow the Financial Services team and brought onboard several of their largest clients in the Central Region; BOX.COM; and Schwab Institutional. Immediately prior to joining Advisor Software, Flint led West Coast sales for the Mountain View-based investment management technology company, Addepar where he was responsible for bringing onboard some of their largest RIA and Family Office clients.

“I’ve worked with a lot of firms, both large and small throughout my career,” explained Flint. “It was the vision and entrepreneurial spirit of the team at ASI that attracted me to this firm. I’m very excited to have the opportunity to help build upon the firm’s great intellectual property and be part of Advisor Software’s dynamic growth trajectory.” 

Advisor Software’s recent growth is in part fueled by its one-of-a-kind Wealth Management Cloud platform – an end-to-end suite of sophisticated analytics, APIs and SaaS applications for the wealth management industry. Used by hundreds of thousands of financial professionals, ASI’s portfolio of services and resources encompass: Goal-Based Financial Planning; Rebalancing; Digital Advice; Proposal Generation; Investment Planning; Portfolio Analysis; Portfolio Management; Reporting, and Alerts. 

About Advisor Software, Inc. 

Advisor Software, Inc. (ASI) is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources. ASI’s products address advisors’ functional needs, including Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company’s solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. For more information, please visit www.advisorsoftware.com and follow @AdvisorSoftware (https://twitter.com/advisorsoftware.com). 

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