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
Company Details
- Employees
- 2
- Founded
- -
- Address
- Chicago, Il 60606, Us
- Industry
- Information Services
- NAICS
-
Other Information ServicesNews SyndicatesAll Other Information Services
- Website
- https://www.advisorop.com
- Keywords
- Reporting, Paperless Processing, Business Process Automation, Document Management, Document Generation, TAMP, CRM, Portfolio Aggregation, RIA Processing, Investment Advisor Solution, Fintech, Financial Advisor Software, E-Signature, RIA Software.
- HQ
- Chicago, IL
Advisorop Questions
Advisorop's website is https://www.advisorop.com
Advisorop's LinkedIn profile is https://www.linkedin.com/company/advisorop
Advisorop has
2 employees.
View email and phone details for 2
employees at Advisorop.
Advisorop's industry is
Information Services
Advisorop's top competitors are
Optom,
Konica Minolta Business Solutions India Pvt. Ltd.,
Plumb Bill Pay,
Optomft Sarajevo,
Autoptic.
Advisorop's categories are Information Services
Advisorop's founding year is 2017
