With Digital Advisor from Advisor Software you can:
Acquire new customers directly through your existing website via our cloud-hosted automated investment proposal and account opening app.
Incorporate your own branding. Configure as either risk- or goal-based. Use your own capital market assumptions. Define your own model portfolios, risk profile, and rebalancing rules.
The perfect solution for your clients with any account size – with Digital Advisor you can onboard and serve your clients' accounts with minimal overhead.
Digital Advisor offers a comprehensive digital advice experience that your investors can access anywhere in the world, across any device.
Digital Advisor was built with tech-savvy investors in mind – highly interactive, visually dynamic, and mobile responsive.
Our robo-advisor platform helps advisors, banks, credit unions, and independent broker-dealers deepen client relationships and increase revenue, all while servicing accounts of all sizes.
Four integrated apps give one seamless client experience.