With Digital Advisor from Advisor Software you can:
Acquire new customers directly through your existing website via our cloud-hosted investment proposal and account opening app.
Private label your Digital Advisor with your own branding. Use your own capital market assumptions. Define your own model portfolios, risk profile, and rebalancing rules.
The perfect solution for 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 all 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.