Paladin and Advisor Software, Inc. Announce Relationship to Provide ASI’s Client Acquisition Solution through Paladin’s Registry

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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.

Paladin sponsors, 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. ( 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 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

For more information about Paladin Registry, contact:

Mike Szimanski

Netimpax, LLC

(202) 558-8005

For more information about ASI, contact:

William Banks

SVP Sales & Marketing

Advisor Software, Inc.

925.299.7782 ext 241


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M.J. Szimanski
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