" class="no-js "lang="en-US"> Advisor Software to Demo New Customized Apps at FinovateSpring 2016 - Fintech Finance
Monday, April 22, 2024

Advisor Software to Demo New Customized Apps at FinovateSpring 2016

Firm Selected to Present New Suite of Wealth Management Apps, which Advisors can Harness to Create Their Own “Robo” Solutions, at Fintech Innovation Summit in San Jose, Calif.

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.

  1. Trulioo and Nium Partner to Enhance UK Operations With Rapid, Compliant Payment Experiences Read more
  2. U.S. Faster Payments Council Releases Report on QR Codes’ Role in Last Mile Adoption of Faster Payments at the Point-of-Sale Read more
  3. Strategic Growth Specialist Launches New Consultancy, Lagom Consulting Read more
  4. CoGo Voted Winner at IFGS Pitch 360 Read more
  5. Juan Bernal is Named New Group Chief Investment Officer at MAPFRE Read more