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Recent Press Releases

November 30, 2011
Advisor Software Inc. Launches Goal-Based Proposal Solution for Enterprise Clients
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October 11, 2011
Advisor Software Launches goalgamiPro
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September 28, 2011
Advisor Software Releases iPad App to Help Consumers Reach Financial Goals
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August 15, 2011
Daniel S. Kern Appointed President of Advisor Partners
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July 11, 2011
Advisor Software Appoints Vice President of Sales
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May 25, 2011
Advisor Software Awarded Fourth Patent for ASI Wealth Manager®
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June 7, 2010
Advisor Software Awarded Patent for Balance Sheet Solution
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April 13, 2010
LPL Financial Commences 2010 Advisor-Facing Technology Investments with Introduction of New Portfolio Rebalancing Solution
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March 29, 2010
Advisor Partners Announces Upgrade to Managed Portfolio Program
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March 15, 2010
Advisor Software Launches goalgami® Personal Finance Tool
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December 22, 2009
Advisor Software Acquires Asset Management Firm Advisor Partners
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November 3, 2009
Russell Investments Selects Advisor Software for International Investment Proposal Initiative
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June 17, 2009
Advisor Software Announces Upgrade to ASI Wealth Manager
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April 14, 2009
Advisor Software Awarded Patent for Goal-Based Advice Solution
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ASI WEALTH MANAGER

ASI Wealth Manager is the first platform for goal-directed investment management that couples institutional caliber analytics and holistic management of the household balance sheet

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ASI PORTFOLIO REBALANCING SOLUTION

ASI Portfolio Rebalancing Solution is an enterprise application that streamlines portfolio rebalancing.

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