FinovateFall 2015 / Advisor Software

Presenter Profile:

How they describe themselves: Advisor Software is an enterprise software company that is a pioneer in SaaS and PaaS cloud services for the Financial Services industry. Over our 20 year history, we have developed highly sophisticated solutions for the most demanding wealth management industry clients. We make our products available either as APIs or apps on our cloud platform, or as highly custom software solutions for large enterprises. Our solutions span the end-to-end wealth management process: from goal based financial and investment planning to portfolio construction and management, through portfolio analysis, optimization, and rebalancing.

How they describe their product/innovation: 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.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms


Bus. Dev., Press & Sales: Erik Jepson, Chief Customer Officer


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