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
- 30 Employees
- Users include more than 45,000 advisors
- Headquartered: 2175 N. California Blvd., Suite 400, Walnut Creek, CA 94596
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 (patents granted April 2009, March 2010).
Products:
ASI Goal-Based Proposal Solution is a workflow that allows the advisor to create a Household Balance Sheet and risk capacity analysis for a client, and map client accounts to an advisor-input model portfolio based on the risk analysis, asset allocation and asset location.
goalgamiPro is a workflow that allows an advisor to create a Household Balance Sheet report for a client to augment an existing client assessment process.
goalgami is an innovative direct investor destination that allows the advisor's client to engage in the advice process by self exploring goals and creating their own goal plan.
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. |
