Advisor Software

  www.advisorsoftware.com
  www.advisorsoftware.com
Work in HR? Unlock Free Profile
There are newer employer reviews for Advisor Software

 

Opportunity abounds, resource gap gets in the way

  • Comp & Benefits
  • Work/Life Balance
  • Senior Management
  • Career Opportunities
Current Employee - Management  in  Lafayette, CA
Current Employee - Management in Lafayette, CA

I have been working at Advisor Software

Pros

Some very brilliant people to work with. Relaxed atmosphere. Small work groups enable a lot of responsibility. Significant exposure to senior managment.

Cons

Lack of resources make some tasks inefficient. Work across functionality group is strained at times due to time constraints. Frequently shifting corporate strategy leads to loss of focus.

Advice to ManagementAdvice

Produce guidelines for company to adhere to in terms of services offered, product development decisions, reposnse to requests, etc...Vision, and mission should guide all decisions.

Doesn't Recommend

4 Other Employee Reviews for Advisor Software (View Most Recent)

Sort: Rating Date
  1.  

    UX/Visual Design contractor

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee  in  Walnut Creek, CA
    Former Employee - Anonymous Employee in Walnut Creek, CA

    I worked at Advisor Software as a contractor for less than a year

    Pros

    Interesting product and challenge, ripe for updating design

    Cons

    Management trying to play catch up with technology. Not willing to put in the money to leapfrog to where the market is so the plan roadmap I was involved in creating wasn't acted upon.

    No opinion of CEO
  2.  

    Tremendous maturation process from individual contributor to senior manager.

    • Comp & Benefits
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Advisor Software

    Pros

    Advisor Software provides a great mix of entrepreneurial culture, spirit of innovation, and work-life balance. A real sense that we are helping advisors to better manage their client's finances and build lasting wealth to achieve their client's goals.

    Cons

    We work in an industry that is slow to move and adapt new innovative solutions. Requires a lot of evangelizing work. There are so many different ways we can help improve the financial advice industry, but sometimes that means we lose focus and get spread too thin which jeopardizes our ability to execute effectively.

    Recommends
    Positive Outlook
There are newer employer reviews for Advisor Software

Worked for Advisor Software? Contribute to the Community!

Your response will be removed from the review – this cannot be undone.