Advisor Software Reviews | Glassdoor

Advisor Software Reviews

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3.1
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Andrew Rudd
2 Ratings

Employee Reviews

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  1. "ASI Company Review"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Advisor Software full-time

    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. "ASi management style"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Contractor - Developer in San Jose, CA
    Former Contractor - Developer in San Jose, CA
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

    I worked at Advisor Software as a contractor (Less than a year)

    Pros

    . Staff are nice and the company has lots of activities such as baked cookies, pan cakes, costumes, etc.
    . The interview process is fast. Contractors could be hired without even an on-site interview.
    . A small company, so efficient face-to-face communication.
    . On the high-level, the company seems to know the direction of products they need to move forward.

    Cons

    Company changes technical direction too fast. For example, candidates applying for full-time position are required to have up-to-date framework skills, but a few days later, this new direction can be completely abandoned.

    You are expected to do implementation and deliver productivity starting on day-1 even though there is no clearly analyzed and documented design specification.

    Even when the design specification is completed on paper and waited for approval before the prototype and/or full-scale implementation, the company can still abandon the new direction that the position is opened for.

    The consequence of this type of management is that, if you were hired as a full-timer, you might end up doing the work/skills completely un-related with the position that you originally applied for. As a contractor, you would be just let go.

    Advice to Management

    Think clearly what you really want before hiring people.

  3. "ASI Review"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Contractor - Software Engineer in San Francisco, CA
    Former Contractor - Software Engineer in San Francisco, CA
    Doesn't Recommend

    I worked at Advisor Software as a contractor (Less than a year)

    Pros

    I worked at Advisor Software as a contractor (Less than a year).

    Pros:
    Friendly Colleagues with a few being very brilliant to work with.

    Cons

    Not a process oriented company. Upper management keeps changing frequently. Frequently shifting corporate strategy leads to loss of focus and employees.


  4. Helpful (1)

    "Slow to adapt, not great, not bad"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I have been working at Advisor Software (More than a year)

    Pros

    There are some really smart people who worked at ASI. Work life balance is good. Nice, friendly people

    Cons

    Slow to adapt to new technologies, things are done in ways that aren't necessarily efficient (but could have been). A lot is done to meet deadlines and without much care for infrastructure

    Advice to Management

    ASI is a software company, so invest in software infrastructure and the maintenance of software infrastructure


  5. Helpful (2)

    "UX/Visual Design contractor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Contractor - Anonymous Contractor in Walnut Creek, CA
    Former Contractor - Anonymous Contractor in Walnut Creek, CA
    No opinion of CEO

    I worked at Advisor Software as a contractor (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.


  6. "Tremendous maturation process from individual contributor to senior manager."

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

    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.


  7. "Working for someone's hobby"

    StarStarStarStarStar
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Lafayette, CA
    Former Employee - Anonymous Employee in Lafayette, CA
    Doesn't Recommend

    Pros

    Small company with some very brilliant people. A few really creative people who were a pleasure to work with everyday.

    Cons

    Small company with some of the worst communication skills on the planet from sr. mgmt. Completely incompetent management team that are a bunch of know nothings when it comes to technology, and to finance, except the chairman who is basically retired. Anger issues with a lot of mid-level employees and mgmt is too scared to take control of the situation.

    Advice to Management

    Hire senior management that knows about technology and really knows about trends in finance and not just what they read at P&I online.

  8. "Opportunity abounds, resource gap gets in the way"

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