WALNUT CREEK, Calif., May 11, 2016 /PRNewswire/ -- Advisor Software, Inc. has been chosen to demonstrate its new suite of wealth management apps at the FinovateSpring conference underway at the City National Civic in San Jose, Calif.
More information about the conference is available at http://spring2016.finovate.com.
"We continue to set standards in developing leading-edge wealth management applications that truly put advisors and their clients first," said Andrew Rudd, Chairman and CEO of Advisor Software. "The integrated apps we've developed give advisors the opportunity to create their own 'robo' solutions—enabling them to spend more time growing their practices and strengthening client relationships at a time when the wealth management industry faces multiple challenges. We are proud to demonstrate these tools to help advisors achieve long-term success at Finovate."
Advisor Software's new apps integrate directly with the Salesforce Financial Services Cloud ecosystem, and are designed to enhance the ability of financial advisors to serve and engage their clients. The apps encompass client lead generation and onboarding, portfolio management, rebalancing and model management, as well as a digital wealth management client portal—or "robo-advisor."
"Advisors do not need to fear 'robo-advisors.' Our apps work together to help advisors customize the digital technology at the heart of robo-advisory platforms, and incorporate these tools into their own practices so they can grow and deepen engagement with clients," said Kevin Kraus, Vice President of Product Management at Advisor Software. "We look forward to showing Finovate attendees how our apps can empower advisors to effectively compete and grow in today's changing wealth management landscape."
Advisor Software also plans to introduce an integrated goal-based financial and investment planning app, along with an asset allocation and portfolio construction app designed to further enable advisors to provide more sophisticated advice, and engage with clients in a more holistic way.
To learn more about the Advisor Software Wealth Management Cloud, a one-of-a-kind platform enabling financial institutions to deliver better advice to customers in a more flexible, efficient and scalable fashion, visit http://www.advisorsoftware.com/platform.html.
About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software's products address advisors' functional needs, including Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company's solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships.
FinovateSpring is a demo-based conference for innovative startups and established companies in the fields of banking and financial technology. The annual event offers an insight-packed glimpse of the future of finance via a fast-paced, intimate, and unique format. FinovateSpring is organized by The Finovate Group. For more information on the event or to view videos of previous demos, please visit www.finovate.com.
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SOURCE Advisor Software, Inc.