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ASI Appoints Charles Brown As VP Of Business Development

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SOURCE Advisor Software, Inc.

FinTech Industry Veteran Possesses Strong Track Record of Enhancing Client Relationships

WALNUT CREEK, Calif., Aug. 19, 2014 /PRNewswire/ -- Advisor Software, Inc. ("ASI"), a provider of web-based wealth management solutions for today's financial advisor, announces that Charles Brown has joined the firm as Vice President of Business Development. He is based on the East Coast and will be part of ASI's national sales team.

Advisor Software, Inc.

Mr. Brown will be responsible for building client relationships with broker-dealers, registered investment advisors, multi-family offices, banks, and other financial institutions by offering ASI solutions that can help advisors better assist their clients with managing their finances, gathering new assets and obtaining tax efficiencies. ASI's tools include, but are not limited to:

  • ASI Client Acquisition Solution®, an institutional-caliber portfolio construction and proposal generation program enabling advisors to create more personalized investment plans, deliver more consistent advice and convert more prospects to clients.
  • ASI Portfolio Rebalancing Solution®, the only enterprise-level rebalancing application that can scale to thousands of advisors through a single platform.
  • goalgamiPro®, an application providing a streamlined process for profiling clients and generating modular one-page, client-focused reports in less than 10 minutes.

In addition, Mr. Brown will draw on his expertise to help ASI organize additional educational webinars open to all financial services professionals. He will also assist ASI with identifying unmet needs in the asset management industry and developing technology solutions to solve them. ASI is currently developing new technology to further revolutionize the way asset management advice is delivered to today's increasingly sophisticated retail marketplace.

"Charlie shares our dedication to pioneering innovative and customized tools that enable financial advisors and other asset managers to focus on delivering the best possible advice to their clients," said Neal Ringquist, President and Chief Operating Officer of Advisor Software, Inc. "He will play an important role in enhancing our relationships with a broad spectrum of wealth managers and financial institutions across the country, as well as our thought leadership in the financial services industry."

Mr. Brown joins ASI from Windham Capital Management, where he served as Vice President of Sales and New Business Development for three years. During his tenure at Windham, he designed new technology solutions, oversaw global sales efforts, and launched a series of educational industry webinars for which participants could receive continuing education credits. Earlier in his career, Mr. Brown was Senior Manager of the Performance Reporting Solutions Group at Informa Investment Solutions.

"I am proud to be part of a financial services technology company that doesn't just create products, but attempts to advance the science of wealth planning," said Mr. Brown. "This is a key differentiator for ASI, and I look forward to working with the ASI team to continue to positively influence the future of financial advice."

About Advisor Software, Inc.
Advisor Software, Inc. (ASI) is a leading provider of web-based wealth management solutions for financial advisors and institutions. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. ASI's products address advisors' functional needs, including Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company's solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships.

For more information, please visit www.advisorsoftware.com and follow @AdvisorSoftware.

CONTACT:

Dana Taormina


JCPR


(973) 850-7305


dtaormina@jcprinc.com

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