Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software’s products address advisors’ functional needs, including Automated Digital Advice, Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company’s solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians, and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships.
Advisor Software, Inc. has been acquired by Refinitiv, one of the world’s largest providers of financial markets data and infrastructure. See the full press release here: https://refini.tv/3dLpqNe
Company Details
- Employees
- 15
- Address
- 2175 North California Blvd., Walnut Creek,ca 94596,united States
- Phone
- (925)299-7782
- as****@****are.com
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- advisorsoftware.com
- Keywords
- FinTech APIs, Financial Planning Software, Automated Investment Solutions, Investment Proposal Generation Tools, Portfolio Analysis, Behavioral Finance Methodology, Portfolio Rebalancing, Digital Advice Platform, Robo-Advisor Alternative, Risk Tolerance Measurement.
- HQ
- Walnut Creek, CA
Advisor Software (Asi) Questions
Advisor Software (Asi)'s helpline number is (925)299-7782
Advisor Software (Asi)'s website is advisorsoftware.com
Advisor Software (Asi)'s LinkedIn profile is https://www.linkedin.com/company/advisorsoftware
Advisor Software (Asi) has
15 employees.
View email and phone details for 15
employees at Advisor Software (Asi).
Advisor Software (Asi)'s industry is
Software Development
Advisor Software (Asi)'s top competitors are
Flx Networks,
Crosstower,
Basis,
Advisor.ca,
Lseg Data & Analytics,
Thomson Reuters,
Intapp Dealcloud,
Leap,
Lseg,
K-Optional Software, Llc.
Advisor Software (Asi)'s support email address is asi_press@advisorsoftware.com
Advisor Software (Asi)'s categories are Software Development
