Press Room
U.S. Fiduciary Selects Advisor Software, Inc. for Portfolio Construction and Proposal Generation Application.
Lafayette, CA - February 15, 2005 - Advisor Software, Inc. (ASI) announced today that U.S. Fiduciary, an innovative provider of integrated managed account and investment consulting solutions for investment advisory organizations, had signed a licensing agreement to provide ASI's Client Acquisition Solution to U.S. Fiduciary advisor clients.
The ASI application, which provides advisors with powerful asset allocation, diagnostics, portfolio construction and proposal generation capabilities, will be provided as an integrated part of U.S. Fiduciary's platform of technology, research and investment services.
The ASI Client Acquisition Solution enables advisors to analyze and construct diversified portfolios with the full range of investment products, including mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and individual securities.
"Our clients have a very wide range of needs with respect to investment products, diagnostics, and proposals," said Scott MacKillop, President of U.S. Fiduciary Services. "ASI's application is flexible enough to allow us to deploy a solution which can be efficiently customized for each of our client firms. And, ASI has a very strong research and analytical capability and their client-focus fits our core values and business model. We're excited to be working with them."
"U.S. Fiduciary is already a premier provider of asset management services - with their management team, strategy, and capabilities, they are poised for enormous growth. We are proud to have them as a client and partner," said Andrew Rudd, Founder and CEO of Advisor Software.
About U.S. Fiduciary
US Fiduciary (www.usfiduciary.com) is a leading provider of wealth management solutions to service high-end investment advisors. The company's innovative and integrated solutions help financial institutions, financial advisors, and affluent families manage and build their wealth. US Fiduciary advises to more than 250 investment advisors across the United States and operates offices in Houston and Chicago. USF Services provides comprehensive managed account and investment consulting outsourcing solutions to investment advisory organizations focused on providing objective, open-architecture investment solutions to their clients on a completely product-neutral basis. For more information, visit http://www.usfiduciary.com.
About Advisor Software, Inc.
Advisor Software, Inc. was founded in 1995 by Andrew Rudd (Founder and former Chairman and CEO of Barra, Inc.) to deliver institutional-strength analysis and advice to the individual investor. ASI's applications are designed for a wide range of asset management firms, broker/dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. Advisor Software provides financial institutions with web-based hosted solutions that facilitate the investment decision-making process for their advisors and clients. For more information, visit www.advisorsoftware.com.
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