Advisor Software (ASI)
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
https://www.advisorsoftware.com
Details
Employees
15
Location
Walnut Creek
, United States
Phone
+19252997782
Industry
software development
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
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