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

Website

https://www.advisorsoftware.com/

External link for Advisor Software (ASI)

Industry

Software Development

Company size

11-50 employees

Headquarters

Walnut Creek, CA

Type

Privately Held

Specialties

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, and Risk Tolerance Measurement