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Tom Flint
Vice President Of Sales & Business Development at Advisor Software (Asi)
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Work Experience
Vice President Of Sales & Business Development
Present
Company Details
11-50 Employees
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 Automated Digital Advice, 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. Advisor Software, Inc. has been acquired by Refinitiv, one of the world’s largest providers of financial markets data and infrastructure. See the full press release here: https://refini.tv/3dLpqNe
Year Founded
1995
Social Media
LinkedinFacebookTwitter
Industry
Software Development, Software Development Services, Product Development, Engineering & Consulting
HQ Location
2175 North California Blvd. Walnut Creek, CA 94596, US
Keywords
FinTech APIsFinancial Planning SoftwareAutomated Investment SolutionsInvestment Proposal Generation ToolsPortfolio AnalysisBehavioral Finance MethodologyPortfolio RebalancingDigital Advice PlatformRobo-Advisor AlternativeRisk Tolerance Measurement
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