Advisor Software Inc.

Advisor Software, Inc. is a leading provider of wealth management solutions for the advice market and the market leader in portfolio rebalancing software. The company is an industry pioneer, having introduced the first end-to-end platform for goal-directed investment management that combines institutional-caliber analytics and its innovative ASI Balance Sheet Approachsm to financial planning. Advisor Software’s applications are designed for a wide-range of asset management firms, broker/dealers, banks, insurance companies, online brokerages, and other financial institutions. More than 30,000 advisors are currently using Advisor Software’s applications through leading financial institutions to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships.