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Opportunity abounds, resource gap gets in the way

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

I have been working at Advisor Software

Doesn't Recommend
Doesn't Recommend

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 Management

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.

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  1. ASI Company Review

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

    I have been working at Advisor Software full-time

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Family-friendly (flexible schedule), dynamic and always pushing to be first to market and market leader, very intelligent and self-motivated individuals, future upside growth, good benefits, team oriented and responsive to employee feedback as they attempt to play to individual employee strengths.

    Cons

    Limited career path opportunities and incentive plans/compensation

    Advice to Management

    Keep up the effort to re-point the business to the new market realities, share the upside when it comes, keep schedule flexibility since it's very important to me as a parent. Also, continue to find team leaders to help implement the change and inspire the staff to overachieve. A company's success is built on the employees in addition to the strategic vision.


  2. Advisor Software...in the center of exciting innovation and disruption within FinServ/Wealth Management

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

    I have been working at Advisor Software full-time (Less than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    * Big investment the past months to expand the cloud applications and open APIs, which is refreshing so that customers can consume the data from the APIs to maintain innovation and UI/UX, or use the full apps * Company hired strong execs from Silicon Valley/SF in Q4 to drive the above * HQ in SF Bay Area * Many of the core people having been here for many years * CEO/Founder is driving the new innovation and regularly meets with customers globally * While the company runs like a startup it has many large and long-time customers

    Cons

    * The normal things at small growing companies: being a jack-of-all-trades at times, working extra in crunch periods, significant travel to meet with customers globally, high expectations to deliver your work, change * For those who prefer a home-office, the company likes to have people at HQ most of the time * Don't expect all the amenities of the big names in Silicon Valley

    Advice to Management

    Continue to push the innovation, need to ride the wave of technology disruption occurring in the FinServ/Wealth Mgmt industry which is benefiting investors. Focus on hiring the right people to drive the growth.


There are newer employer reviews for Advisor Software
There are newer employer reviews for Advisor Software

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