Advisor Software

Advisor Software, Inc. is a company based in Walnut Creek, California, specializing in wealth management cloud platforms. Employing 16 people, the company generates an annual revenue of $6 million. Advisor Software provides a comprehensive suite of financial services and resources designed for financial advisors and institutions. Their flagship product is a Wealth Management Cloud platform that streamlines access to a wide array of services. Advisor Software's solutions cater to a diverse clientele, including asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians, and providers of investment services and products. The company's offerings encompass a range of functionalities, such as Automated Digital Advice, Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. These tools empower financial institutions and professionals to deliver more insightful and actionable investment advice, ultimately fostering stronger and more profitable client relationships. Advisor Software, Inc. has been acquired by Refinitiv. For more information, visit advisorsoftware.com.