Long a tech innard for Schwab, LPL and TD, Advisor Software is looking to push its own brand with new product
Written by Lisa Shidler, RIABiz Tuesday, 11 October 2011
After years of offering its rebalancing software under the private labels of big-name firms, Advisor Software is launching a new planning product and selling it directly to advisors.
The Walnut Creek, Calif.-based firm currently has 65,000 advisors who use its rebalancing system through partnerships it has created with firms like Schwab Advisor Services, LPL Financial and TD Ameritrade. The company will continue offering its rebalancing system to these companies under the private labels.
Now Advisor Software, founded in 1995, is launching golgamiPro, a goal-driven financial planning tool, which it will sell directly to advisors and also through custodians and TAMPs. Read More..