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Advisor Software

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Advisor Software, Inc. provides wealth management solutions for the advisor market. The company has created an enterprise rebalancing solution and a goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning.

Advisor Software’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 offer a comprehensive goal-based investment program for the mass-affluent investor consisting of :

• Assessment of a household through a holistic balance sheet approach
• Goal-based asset allocation and advice based on the financial service provider’s capital market assumptions and investment universe
• A discretionary managed account offering for delegators
• An advisor workflow to develop, communicate, deliver and implement goal-based advice and account management services
• An innovative direct investor destination, called GoalGami, that allows the advisor’s client or prospect to engage in the advice process by creating their own goal plan

Recent Milestones

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• 
  Advisor Software added Steve Dorsey as VP, Sales.
  Posted 7/11/11 at 11:59am
• 
  Advisor Software added Nicolo G. Torre as CIO/Head of Research.
  Posted 8/3/10 at 2:42pm
• 
  Advisor Software added Neal Ringquist as President and Chief Operating Officer .
  Posted 7/23/09 at 12:09pm
• 
  Advisor Software added Andrew Rudd as Chairman and Chief Executive Officer .
  Posted 7/23/09 at 12:09pm

Videos

Screenshots

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Sources