Paladin and Advisor Software, Inc. Announce Relationship to Provide ASI’s Client Acquisition Solution through Paladin’s Registry
Paladin Registry, LLC and Advisor Software, Inc. (ASI) jointly announced a strategic relationship to offer ASI services to financial professionals who have been admitted to the Paladin Registry.
Sacramento, CA (PRWEB) May 3, 2005 -- Paladin sponsors www.paladinregistry.com,
a registration service that documents the credentials of high-quality wealth
management professionals and rates them for competency, integrity, and risk.
More than 90% of the 425 three, four, and five star advisors in the Registry are
independent professionals. Hundreds of investors use Paladin’s four search
engines each month to find, evaluate, and select Registry professionals who
provide wealth management services.
Advisor Software, Inc. (www.advisorsoftware.com)
provides financial professionals and institutions with a state-of-the-art
investment proposal system that is based on world-class analytics, modular work
flows, and proven application software. ASI software empowers professionals in
the Paladin Registry to deliver sophisticated investment presentations that
document their proposed investment strategies.
Jack Waymire, founder of
Paladin and author of Who’s Watching Your Money? The 17 Paladin Principles for
Selecting a Financial Advisor, said “the Registry solves major problems for
investors and high-quality advisors. Investors don’t know how to determine the
quality of financial professionals, so they are prone to picking advisors with
the best sales skills versus selecting real experts. On the other hand, the
biggest challenge for most advisors is having enough qualified prospects to talk
to. Paladin solves both problems with the Registry. The first problem is solved
when investors use the service to select high-quality professionals and avoid
weak advisors. The second problem is solved when Paladin forwards pre-screened,
qualified prospects to the advisors in the Registry.” Waymire continued, “that’s
where ASI enters the picture. Once advisors are in contact with investors, they
still have to win relationships and ASI provides a powerful presentation tool
that they can use to propose specific wealth management strategies. The result
is prospecting and sales tools that will help advisors win new
clients.”
Andrew Rudd, the CEO and founder of Advisor Software, Inc.
stated “We are very pleased to be able to provide access to ASI’s Client
Acquisition Solution through Paladin’s registry. They have a great offering, and
we look forward to working with the advisors on their service.”
About
Paladin Registry, LLC
Paladin is an independent, information services company
that provides investor education programs, documents the credentials of select
financial professionals who provide wealth management services, validates the
documentation with ratings, and provides investors with a free service for
finding, screening, evaluating, and selecting the advisors. Visit Paladin’s
website at www.paladinregistry.com for additional information about our
services.
About Advisor Software, Inc.
Advisor Software, Inc. (ASI)
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 retail
marketplace. ASI's applications and advice technology are designed for a wide
range of 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. For more information, please visit www.advisorsoftware.com.
For more information about Paladin Registry, contact:
Mike
Szimanski
Netimpax, LLC
(202) 558-8005
e-mail protected from spam
bots
For more information about ASI, contact:
William Banks
SVP
Sales & Marketing
Advisor Software, Inc.
925.299.7782 ext
241
e-mail protected from spam bots
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Source : http://www.prweb.com/releases/2005/5/prweb235555.htm