This post is part of our live coverage of FinovateFall 2015.
Advisor Software debuted its Wealth Management Cloud:
Wealth Management Cloud™ was launched in March of 2015 to address an unmet need in the financial services industry: a platform to facilitate the rapid prototyping and development of multi-platform, multi-user, mobile-ready wealth-management applications. Our cloud platform exposes 20 years of intellectual property via APIs, widgets and apps rather than through traditional licensed software. This modular framework offers innovative companies a library of plug-and-play wealth-management building blocks, allowing them to quickly develop new applications while affording them complete control over their user experience.
Presenters: Margarita Petrova, UX designer (seated), and Erik Jepson, chief customer officer
Product Launch: March 2015
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
HQ: Walnut Creek, California
Founded: June 1995
Website: advisorsoftware.com
Twitter: @AdvisorSoftware