Press Room
Company Fact sheet
Advisor Software, Inc. is a leading provider of wealth management solutions for the advice market. We serve a wide range of financial institutions including asset managers, broker/dealers and platform providers, banks and independent Registered Investment Advisors (RIAs), enabling these organizations to deliver more personalized, actionable investment advice and build stronger, more profitable client relationships.
The company was founded by Andrew Rudd, co-founder and former chairman and CEO of Barra, the market leader in institutional risk management, analytics and software. Bred from advanced analytics and this rich institutional background, Advisor Software provides competitive advantage for financial institutions, empowering them to focus on core competencies and increase assets under management.
Quick Facts:
- Founded and Incorporated in 1995
- Privately-held
- 60 Employees
- Users include more than 30,000 advisors around the world
- Headquartered: 3675 Mt. Diablo Blvd., Lafayette, CA
Firsts:
- Introduced the first, independent, enterprise-level portfolio rebalancing solution in the industry that is scalable to thousands of advisors.
- Pioneered the first goal-driven, end-to-end technology platform for delivering a dynamic wealth plan that addresses an investor’s entire financial life and market conditions as they evolve over time. This integrated platform is first to tie together financial planning and investment management into one straight through process.
- First to bridge the gap between financial planning and investment management, determining an investor’s risk tolerance based on the household balance sheet.
Products:
ASI Wealth Manager is the first end-to-end application for goal-directed investment management that couples institutional caliber analytics and holistic management of the household balance sheet. Leveraging a patent-pending process, ASI Wealth Manager uniquely enables advisors to address what were previously a series of disjointed, manual financial planning and investment management tasks via a single platform. Advisors can then deliver a dynamic wealth plan that considers changing personal circumstances and market conditions.
ASI Portfolio Rebalancing Solution is an enterprise application that streamlines portfolio rebalancing, enabling advisors to significantly cut processing time. Advisors can then run a more cost-efficient back office and spend more time focusing on client relationships.
ASI Client Acquisition Solution is an institutional-caliber portfolio construction and proposal generation solution that allows advisors to create more personalized investment plans, deliver more consistent advice and convert more prospects to clients. A highly flexible, web-based application, ASI Client Acquisition Solution provides support for a wide range of investment products. The application can also scale across the enterprise, supporting multiple advisors and accounts.
ASI Portfolio Diagnostic Tools is a suite of web applications offering robust diagnostics, simple workflows and affordable deployments. Each application can be deployed internally or on public-facing advisor and investor sites to drive site usage. |
