Company Profile: Advisor Software (ASI), a financial technology and investment advisory organization located in Lafayette, CA, provides solutions that allow advisors to deliver more personalized advice in a more efficient, scalable way. ASI Wealth Manager® is a patented goal-based investment program driven by a holistic view of the household balance sheet. Our founder, Andrew Rudd, is the co-founder and former CEO of Barra, the market leader in institutional portfolio ...
JobHost - 18 months ago
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