ADVISOR SOFTWARE
Advisor Software, Inc. provides wealth management solutions for the advisor market. The company has created an enterprise rebalancing solution and a goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. Advisor Software's applications are designed for a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these instit... utions and their advisors to offer a comprehensive goal-based investment program for the mass-affluent investor consisting of : - Assessment of a household through a holistic balance sheet approach - Goal-based asset allocation and advice based on the financial service providers capital market assumptions and investment universe - A discretionary managed account offering for delegators - An advisor workflow to develop, communicate, deliver and implement goal-based advice and account management services - An innovative direct investor destination, called GoalGami, that allows the advisor's client or prospect to engage in the advice process by creating their own goal plan
ADVISOR SOFTWARE
Industry:
Software
Founded:
1995-01-01
Address:
Walnut Creek, California, United States
Country:
United States
Website Url:
http://www.advisorsoftware.com
Total Employee:
51+
Status:
Closed
Contact:
(925)299-7782
Technology used in webpage:
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Current Employees Featured
Tom Flint Vice President of Sales & Business Development @ Advisor Software
Vice President of Sales & Business Development
Andrew Rudd Founder Chairman & CEO @ Advisor Software
Founder Chairman & CEO
2000-01-01
Founder
Newest Events participated
Official Site Inspections
http://www.advisorsoftware.com Semrush global rank: 13.11 M Semrush visits lastest month: 78
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