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Advisor Software Expands Management Team

Business Leaders to Help Bring Firm's Cloud Platform to Wealth Management Industry

Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform (advisorsoftware.com/platform.html) that offers streamlined access to a comprehensive range of financial services and resources.

News provided by

Advisor Software, Inc.

Jun 23, 2015, 01:30 ET

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WALNUT CREEK, Calif., June 23, 2015 /PRNewswire/ -- Advisor Software, Inc. announces that Thuyen Nguyen and Kevin Kraus have joined the firm to help Advisor Software enter its next stage of growth in the financial technology space. Both executives will report to Founder & CEO Andrew Rudd.

Thuyen Nguyen will oversee software engineering and define the technical architecture of the firm.  As Chief Technology Officer, Mr. Nguyen will help drive the development of world-class financial APIs and portfolio analytics, and deliver them via Advisor Software's Wealth Management Cloud™ platform.

Mr. Nguyen has over 20 years of experience as an entrepreneur and a senior executive in the investment services industry. He is also an expert in building distributed software applications as well as machine learning and data warehousing. Prior to joining Advisor Software, Mr. Nguyen was the CEO and CTO for Data Agent, LLC, a software company that was acquired in 2013 and specialized in combining data science and investment technology. The company was a leading software provider in the private fund regulatory compliance space.  He has a MBA in finance from New York University Stern School of Business and a bachelor's degree from Columbia University.

Kevin Kraus joins the firm as Vice President of Product Management.  He will be responsible for overseeing and expanding Advisor Software's comprehensive suite of wealth management software applications.  He will also help define and build new wealth management APIs that allow Advisor Software to power some of the world's largest financial institutions.

Mr. Kraus has over 20 years of financial services experience at Charles Schwab where he held numerous client and product management roles, including responsibility for the trading technology platforms used by registered investment advisors who custody with Schwab. Most recently, he was responsible for supporting the acquisition and growth strategy for the retail active trader client business.  Mr. Kraus has a bachelor's degree from Providence College, and a MBA from Dominican University of California. 

"Advisor Software is committed to providing the most advanced financial solutions for our clients," said Advisor Software Chairman and CEO Andrew Rudd. "Thuyen and Kevin's combined experience in addressing the unique needs of financial services professionals provides us with a superior opportunity to provide innovative enhancements to our industry leading Wealth Management Cloud™, applications, and APIs."

About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform (advisorsoftware.com/platform.html) that offers streamlined access to a comprehensive range of financial services and resources. ASI's products address advisors' functional needs, including Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company's solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships.

For more information, please visit www.advisorsoftware.com and follow @AdvisorSoftware (twitter.com/advisorsoftware) on Twitter or visit us on LinkedIn (www.linkedin.com/company/advisorsoftware).

Contact:   

Dana Taormina 


JCPR 


(973) 850-7305 


[email protected]

Logo - http://photos.prnewswire.com/prnh/20110525/NY08221LOGO

SOURCE Advisor Software, Inc.

Related Links

http://www.advisorsoftware.com

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