Company

AdvisorOp

Information Services Chicago, Illinois, United States 2 employees

Employees: 2
Contacts: 2
Emails: 2
Phones: 1

www.advisorop.com LinkedIn

AdvisorOp Overview

Headquarters: Chicago, Illinois, United States
Website: www.advisorop.com
Industry: Information Services
Employees: 2
Founded: 2017
Funding: ,
NAICS: Other Information Services

News Syndicates

All Other Information Services

Keywords

Reporting Paperless Processing Business Process Automation Document Management Document Generation TAMP CRM Portfolio Aggregation RIA Processing Investment Advisor Solution Fintech Financial Advisor Software

About AdvisorOp

AdvisorOp is business process management software for financial advisors with logins for advisors, client service team and clients. Our platform connects to CRMs (Salesforce, Redtail), LaserApp, Docusign, Adobe Sign, custodian, portfolio management and document management systems to provide enterprise solutions, including: -Paperless electronic account processing from proposal to investment -Account monitoring -Aggregated household reporting -Custom account grouping -Management reporting -Billing support -Desktop and mobile logins

AdvisorOp Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 1; 50.0% coverage

AdvisorOp Org Chart

Sample employees and titles

Name	Title	Location	Contact
George Logemann	CTO, COO at Plumb Bill Pay	United States	Email Phone
Jason Rolence, Cfa	Independent Consulting /IT Business Process	Aurora, Illinois, United States	Email

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