From applications to APIs, our modular and scalable cloud infrastructure lets wealth managers easily build custom solutions for both customers and their advisors.
Advisor Software’s flexible, cloud-based platform provides solutions for every organization – from startups to the largest global wealth management companies.
You can license applications or leverage APIs. Mobile and Web are seamless experiences so you can meet the needs of a global audience.
Advisor Software is constantly growing and innovating – with new offerings added to the cloud so you can leverage them as soon as you have the need.
Robust features and developer support allow you to maintain control over the user experience.