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Advisor Software Company Culture
Advisor Software Culture
This score is derived from employee ratings & reviewsTop Rated Culture Dimensions
N/A
Advisor Software Mission, Vision & Values
Mission Statement
Advisor Software's mission is to advance the science of wealth planning so financial advisors can focus on the art of advice delivery. ASI provides cloud platforms to empower today’s advisor and wealth management companies. Customized to suit the needs of each of our clients, ASI’s products address a range of advisor functional needs, including Digital Advice, Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics.
Advisor Software Culture At a Glance
Advisor Software has 40 employees. 1 employee at Advisor Software has reviewed Advisor Software across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.
Company Information
- Address
- 2175 N. California Blvd., Suite 400
Walnut Creek, CA 94596
United States of America
- Website
- advisorsoftware.com
- Founded
- 1995
- Social sites
Company Description
Introducing the Advisor Software Wealth Management Cloud. The Future-Proof Financial Technology Platform
Key Executives
Name & Title
Bio
Andrew Rudd
CEO / President
Andrew Rudd serves as the CEO / President of Advisor Software.
Rob Freedman
Director Of Marketing Operations
Rob Freedman serves as the Director Of Marketing Operations for Advisor Software (ASI). Rob started at Advisor Software (ASI) in August of 2017. Rob is based in the San Francisco Bay Area.
Michael Granger
VP, Implementation and Client Management
Michael Granger serves as the VP, Implementation and Client Management for Advisor Software inc. Michael started at Advisor Software inc in January of 2005. Michael is based in the San Francisco Bay Area.
Steve Bradley
Vice President Operations / Client Implementation
Steve Bradley serves as the Vice President Operations / Client Implementation of Advisor Software. Steve currently resides in the San Francisco Bay Area.
HR Leaders
Name & Title
Bio
Amanda Pena
HR Director
Amanda Pena serves as the HR Director of Advisor Software. Amanda started at Advisor Software in August of 2005. Amanda currently resides in the San Francisco Bay Area.
Advisor Software Employee Reviews
Positive Reviews from Employees
What makes you most happy at work?
Seeing my coworkers and thinking about who we can help next.
What is most positive about the culture and environment at your company?
People are trusted to do their jobs.
What are some of the best things about your team?
Good people, that are talented and have a good time.
Let Advisor Software Know You Want To Work There
Tell Advisor Software you're interested in working at the company, while keeping your personal identity anonymous. Comparably will give Advisor Software the opportunity to hire you. When there's a job opening that's a fit we'll make the match happen.
Leadership Score
90
out of 100
Executive rating?
90
out of 100
CEO rating?
80
out of 100
Manager rating?
Compensation Score
Paid fairly?
Satisfied with benefits?
Team Score
Coworker interaction?
100
out of 100
Quality of coworkers?
Environment Score
Work hours per day?
Pace at work?
Positive work environment?
Outlook Score
80
out of 100
Future outlook?
Customer perception?
Excited going to work?
Gender Score How positively women rate their overall experience at Advisor Software
N/A
Diversity Score How positively minorities rate their overall experience at Advisor Software
N/A
eNPS
Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"100
eNPS Score
| 100% | Promoters |
|---|---|
| 0% | Passives |
| 0% | Detractors |
Advisor Software Competitors
- 1st
InvestCloud88 / 100 - 2nd
TRX70 / 100 - 3rd
eMoney Advisor62 / 100 - 4th
Total Rebalance Expert0 / 100 - 5thAdvisor Software0 / 100
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