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Advisor Software

Advisor Software Summary

Company Summary

Overview
Advisor Software (ASI) is a company that provides wealth management cloud platforms for financial advisors and institutions. It offers streamlined access to a comprehensive range of financial services and resources, including automated digital advice, planning, proposal generation, portfolio construction, rebalancing, and investment analytics. The company serves asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians, and providers of investment services and products. Advisor Software (ASI) is acquired by Refinitiv.
Type
Subsidiary
Status
Active
Founded
1995
HQ
Walnut Creek, CA, US | view all locations
Cybersecurity rating
Sectors

Key People

  • Andrew Rudd

    Andrew Rudd, Founder & CEO, Chairman

  • Michael Granger

    Michael Granger, Executive Vice President, Product

    • Steve Bradley

      Steve Bradley, Executive Vice President, Operations and Client Implementation

      LocationsView all

      1 location detected

      • Walnut Creek, CA HQ

        United States

        2185 N California Blvd #290

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