Advisor Software Expands Product Management Team

Gitanjali Kumar has Worked for 15+ Years with Financial Services & Financial Technology Organizations to Build Solutions for Advisors & Investors

Mar 10, 2016, 09:08 ET from Advisor Software, Inc.

WALNUT CREEK, Calif., March 10, 2016 /PRNewswire/ -- Advisor Software, Inc. has appointed Gitanjali Kumar, CFP®, MBA as a Senior Product Manager. She will report to Kevin Kraus, Vice President of Product Management at Advisor Software, and will focus on managing and developing the firm's financial planning applications and APIs.

"Gitanjali shares our dedication to providing advisors with the flexible, efficient and scalable tools they need to deliver better advice to clients, making her a natural fit for our team," said Mr. Kraus. "She will draw on her extensive history working with a variety of financial institutions to unbundle, and customize, our goals-based financial planning solutions for our customers."  

Ms. Kumar has more than 15 years of experience working alongside financial services and financial technology organizations to create technology solutions for financial advisors and individual investors. She most recently served as Senior Product Manager at Fiserv Investment Services, where she oversaw the firm's financial advice management suite of products. Ms. Kumar previously worked for AdviceAmerica (which was acquired by Fiserv) as a Senior Financial Analyst, managing the entire product life cycle for the firm's client-facing retirement and investment planning application. Earlier in her career, Ms. Kumar served as Director of Financial Planning at Lincoln Financial Advisors/Sagemark Consulting.

"At a time when investors expect advisors to offer a holistic approach to wealth management, the unique Advisor Software Wealth Management Cloud platform offers many options for advisors to seamlessly integrate goals-based financial plans into their clients' investment plans," said Ms. Kumar. "This demonstrates Advisor Software's in-depth understanding of the needs of financial advisors, and its commitment to developing innovative technology solutions—both of which led me to join its team."

Ms. Kumar received her MBA in Finance from California State University.

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 that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software'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.

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