Press Releases: Advisor Software Launches Wealth Management Cloud™ Platform

First-to-Market Cloud Platform Delivers Highly Customizable and Scalable Services for Wealth Management Providers

Walnut Creek, Calif.—March 18, 2015

Advisor Software, Inc. (“ASI”) announces the launch of the Wealth Management Cloud™, a first-to-market cloud platform providing a comprehensive, highly scalable and integrated suite of services and resources for wealth management businesses.

The Wealth Management Cloud replaces traditional software products with highly customizable solutions that can be easily accessed on a cloud platform through APIs and applications. The current API catalog spans goal-based financial and investment planning; portfolio management, analysis and rebalancing; digital financial advice; and more.

New apps and APIs are regularly integrated into the Wealth Management Cloud platform, delivering a rich arsenal of applications, services, analytics and resources to organizations ranging from FinTech start-ups to the world’s largest wealth management companies.

Advisor Software, Inc. announces the introduction of its Wealth Management Cloud, a first-to-market financial cloud platform accessed by APIs and applications that provides highly customizable and scalable services and resources for the wealth management industry. 

Interested parties may review the current API Catalog ( on the Advisor Software website, or call (844) 257-9255 for more information.