Advisor Software:
Delivering Institutional Investing Concepts to the Financial Advisor & Retail Markets

Recently Released!!!
Date Published: January 29, 2019
Summary PowerPoint Deck: 42 Slides

Reference PowerPoint Deck: 215 Slides

Advisor Software was founded by Andrew Rudd in 1995. It is based in Walnut Creek, CA, has one office, 32 employees, 18 institutional clients with 87,353 financial advisors, 279 financial advisor clients, $5.8 million revenues, and is led by its CEO Andrew Rudd. Advisor Software's web sites can be found at,, &

Advisor Software's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Custom Software Development Phase
  • Software as a Service Phase
  • ASI Wealth Manager Phase
  • Gogami Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, institutional clients' financial advisors, financial advisor clients, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:
  • Rules Based Platform
  • Goals Based Platform (ASI Wealth Manager)
  • Advisor Partners
And its profile concludes with the highlights of its organizational structure & ownership.
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