|
Recently Released!!!
Date Published: November 2011
99 Slides
Advisor Software was founded by Andrew Rudd in 1995. It is based in Lafayette, CA, has one office, 30 employees, 29 institutional clients, 45,000 financial advisor clients, $4.5 million revenues, and is led by its CEO Andrew Rudd & President Neal Ringquist. Advisor Software's web sites can be found at www.advisorsoftware.com, & www.goalgami.com
Advisor Software's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Early Development Phase
- Transition Phase
- Growth & Institutionalization Phase
- Repositioning Phase
Its profile includes the key statistics of the firm, including offices, employees, clients, assets under administration, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
- Rules Based Platform
- Client Acquisition Solution
- Portfolio Rebalancing Solution
- Optimization Based Platform
- Portfolio Diagnostic Tools
- Advisor Partners
And its profile concludes with the highlights of its organizational structure & ownership.
|
|
|
