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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 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.
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Advisor Software Inc
Software Advisors Inc
$2.8 M
14
Name & Title | Social | Contact Info | |
---|---|---|---|
Neil Osborne Chief Financial Officer | Visit Profile | ||
Michael Granger Client Management Vice President, Implementation | Visit Profile | ||
Nicolo Torre Director of Research and Chief Information Officer | Visit Profile | ||
Rob Kaplan Director, Information Technology | Visit Profile | ||
Sage Rose Senior Vice President | Visit Profile | ||
Brad Thompson Vice President, Information Technology | Visit Profile | ||
David Barber Sales Director | Visit Profile | ||
Amanda Pena Director, Administration | Visit Profile | ||
Stephen Albin Chief Software Architect | Visit Profile |
Name & Title | Social | Contact Info | |
---|---|---|---|
Nicolo Torre Director of Research and Chief Information Officer | Visit Profile | ||
Sage Rose Senior Vice President | Visit Profile | ||
Baljeet Dhanda Manager | Visit Profile | ||
Paul Puljiz Data Operations Analyst | Visit Profile |
Here's a list of some of the top trending technologies and APIs used by Advisor Software.
(10 Technologies)
(6 Technologies)
(5 Technologies)
(5 Technologies)
(3 Technologies)
Technology | Website Using | Market Share |
---|---|---|
AdVisor | 3,948 | 2.50% |
ASI Client Acquisition Solution | 9 | <0.01% |
AdSonar | 8 | <0.01% |
More than 8 companies reportedly use Advisor Software products in their tech and software stacks