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FinovateSpring Sneak Peek: Advisor Software

FinovateSpring Sneak Peek: Advisor Software


FS2016-wdateA 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.


  • 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.


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.

AdvisorSoftwarePresenter2Tom 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.

Check out all of today’s sneak peeks: