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 institutions 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 headquartered in United States, North America, operates in the Software sector. With a team of 51-100 employees, Advisor Software is actively contributing to advancements in Software. Discover more about their projects, partnerships, and impact on our platform.