Press Room
Advisor Software, Inc. to Provide Portfolio Rebalancing Capabilities for TD Waterhouse Independent Financial Advisors.
Lafayette, CA - March 15, 2005 - Advisor Software, Inc. (ASI) today announced an initiative to provide portfolio rebalancing and modeling capabilities to TD Waterhouse Institutional Services, a division of TD Waterhouse Group, Inc. TD Waterhouse Institutional Services provides integrated financial services to a network of approximately 2800 independent investment advisors.
"TD Waterhouse has a very strong track record of providing exceptional tools to their advisors, and we're excited to be working with them to provide some important new rebalancing capabilities," said Andrew Rudd, CEO of Advisor Software. "TD Waterhouse is a leading firm in a very competitive marketplace, and we feel that this capability provides them with further differentiation. We are very excited that TD Waterhouse Institutional has selected ASI to enhance Veo, their online account management platform."
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. For more information, visit www.advisorsoftware.com.
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