FinovateSpring 2016 / Advisor Software

Presenter Profile:

How they describe themselves: Advisor Software is transforming the way consumers and financial advisors manage wealth. Our industry-first Wealth Management Cloud API platform enables financial services firms to rapidly prototype and build their own apps using our sophisticated analytical building blocks. Our SaaS applications are utilized by over 100,000 advisors, and 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 Solution Suite is a tightly integrated set of apps embedded into the new Salesforce Financial Services Cloud. Our apps enable an advisory firm using Salesforce CRM to manage a range of advisor-facing tasks directly within Salesforce CRM – such as financial and investment planning, administration, and portfolio management. Moreover, advisory firms can now extend Salesforce directly to their customers through Digital Advisor – our white label lead generation and robo advisor app that is built entirely on top of the Salesforce Communities platform, enabling a seamless integration between customer experience and advisor practice management.

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


Bus. Dev., Press & Sales: Tom Flint, VP Sales,

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