Press Room
Neal Ringquist joins Advisor Software as President and Chief Operating Officer
Former Morningstar Sales and Marketing Executive Joins Leading Provider of Portfolio Analytics and Investment Proposal Applications
Lafayette, CA - April 26, 2005 - Advisor Software, Inc. (ASI) today announced that Neal Ringquist has joined the company as President and Chief Operating Officer. Ringquist joins ASI from Morningstar Associates LLC, where he served as Vice President of Sales and Marketing. Ringquist will oversee all aspects of ASI's operations and will be responsible for setting and driving the company's overall strategy.
"ASI is committed to providing insightful, intuitive investment advice and helping financial services firms and independent advisors to acquire new assets and build stronger, more profitable client relationships," said Andrew Rudd, Chairman and CEO of Advisor Software. "Neal's experience, reputation, and proven track record in the industry make him the perfect person to lead ASI and secure our strong position within the industry."
Previously, Ringquist served as Vice President of Sales and Marketing for Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. He managed the distribution of Morningstar's suite of advice, managed account and consulting services delivered through the institutional market. Prior to Morningstar, Neal was the Executive Vice President responsible for sales, marketing, and client services for mPower, a privately held San Francisco-based investment advisory firm that was acquired by Morningstar in July 2003. Neal has also held positions with Wells Fargo Bank, Bankers Trust Company and William M. Mercer Inc.
"ASI's advice solutions have been used by thousands of investment advisors at banks, brokerages, and independent advisory firms for asset gathering and client management," said Neal Ringquist. "I look forward to building on this success through the rollout of innovative new solutions for advisors, such as ASI's goals-based financial planning framework."
About Advisor Software, Inc.
Advisor Software, Inc. was founded in 1995 by Andrew Rudd (Founder and former Chairman and CEO of Barra, Inc.) to deliver institutional-strength analysis and advice to the individual investor. ASI's applications are designed for a wide range of asset management firms, broker/dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. Advisor Software provides financial institutions with web-based hosted solutions that facilitate the investment decision-making process for their advisors and clients.
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