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Advisor Software

3468 Mt. Diablo Blvd. #B110
Lafayette, CA 94549
Website Company Summary Management Team

President/COO/Operations: Steve Bradley (5/07) ; Neal Ringquist (04/26/2005)
Technology: Archana Rao (5/31/2014) ; Sudhakar Kaki (5/31/2016)
Business Development: Charlie Brown
General Counsel/Legal: Michelle Farmer
Customer Service: Michael Granger

Outside board: (May no longer be on the board) Dennis Clark (Charles Schwab)

Business description: Advisor Software Inc., ASI, has provided technology solutions to both institutional and retail brokerages, banks, and other financial institutions, and advisors since 1995. ASI’s Scalable Advice Framework is designed to streamline financial institutions’ unique investment processes. It combines enterprise-wide compliance and management tools with targeted solutions that help advisors build client relationships and acquire assets under management. ASI’s Advice Catalyst™ Solutions combine our analytic expertise and flexible configuration capabilities to empower and expand financial institutions’ investment advice and client acquisition capabilities. Each solution delivers smart, actionable advice driven by institutional-caliber analytics. Advisors work through streamlined processes such as risk assessment, asset allocation and investment selection to generate professional and tailored proposals that capture client assets.
Customers include: Charles Schwab;  Advisor Partners;  Fidelity Investments;  First Citizens Bank ;  First Federal Bank of California;  iShares;  LPL Financial;  NBC Securities;  Patelco Credit Union;  PowerShares Capital Management ;  Russell Investments;  ShareBuilder;  U.S. Fidicuary
Partners include: Barra;  Advisor Partners;  Barclays Global Fund Advisors;  ComStock;  eMoney;  First Federal Bank Partners;  Lattice Financial;  Lipper;  M Financial Group;  State Street Global Advisors

Ownership: Private  

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Record updated: Jul 2016
Sector: Software
Year Founded: 1995
Ownership: Private