A look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.
Advisor Software (ASI) is a cloud provider of wealth-management apps and APIs, and is a strategic partner of Salesforce. The company has multiple patents in the area of goal-based investing.
Features:
- Streamlined acquisition process to easily acquire, onboard, and advise clients
- Operational efficiency to automate portfolio management and account maintenance
- Modern UI to digitize your customer experience
Why it’s great
ASI’s apps for Salesforce Financial Services Cloud put CRM at the center of adviser practice-management, enabling financial advisers to be truly efficient and customer-centric through scalable onboarding and investing.
Presenters
Kevin Kraus, VP, Product
Kraus is responsible for product management at Advisor Software. Previously he spent 20+ years at Charles Schwab in various client and product management roles.
LinkedIn
Tom Flint, VP, Sales
Flint is responsible for sales at Advisor Software. He has 20+ years of fintech sales experience at firms that include Addepar, Box, Advent, Schwab, and Salesforce.
LinkedIn
Check out all of today’s sneak peeks: