WALNUT CREEK, Calif., Jan. 28, 2015 /PRNewswire/ -- Advisor Software, Inc. ("ASI") announces that Erik Jepson has joined the firm as Chief Customer Officer. In his new role, Mr. Jepson will be responsible for the company's customer-facing operations, including sales, marketing and client support. He will report to Chief Executive Officer Andrew Rudd.
"The needs of the advisors and institutions that rely on us remain uppermost in our minds as we continue to expand and strengthen our technology platforms," said Mr. Rudd. "Erik has experience working on both the customer experience and investment management sides of financial services, and this gives him a unique perspective on how we can best serve our clients in today's ever-changing marketplace."
Mr. Jepson has more than two decades of experience in the financial services industry spanning customer experience, strategic marketing and investment management. Prior to joining Advisor Software, Mr. Jepson was Chief Marketing Officer for Personal Capital, a Silicon Valley financial technology startup. He has also held senior leadership roles at Charles Schwab, TradeStation, Royal Bank of Scotland and E*TRADE. He began his career in the investment management group at Donaldson, Lufkin & Jenrette in New York City. Mr. Jepson received an MBA from Cornell University and a bachelor's degree from Princeton University.
"This is an exciting time to be part of Advisor Software," said Mr. Jepson. "The financial universe is being disrupted, with new technologies driving down costs and changing consumers' expectations of service. Advisor Software is at the vanguard of this transformation. Our next-generation cloud platform allows financial professionals to deliver fully-customizable wealth management solutions for tomorrow's marketplace today – to anyone, anywhere, anyhow, and at any time."
About Advisor Software, Inc.
Advisor Software, Inc. offers the leading wealth management cloud platform for financial institutions, investment advisors and asset managers. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. 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.
SOURCE Advisor Software, Inc.