A look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.
Advisor Software (ASI) is a cloud provider of wealth management apps and APIs, and is a strategic partner of Salesforce. The company has multiple patents in the area of goal-based investing.
Features:
- Streamlined acquisitions – easily acquire & onboard advice clients
- Operational efficiency – automate portfolio management & account maintenance
- Modern UI – digitize your customer experience
Why it’s great:
ASI’s apps for Salesforce Financial Services Cloud put CRM at the center of advisor practice management, enabling financial advisors to be more efficient, scalable, and customer-centric.
Presenters
Kevin Kraus, VP – Product
Kevin Kraus is responsible for product management at Advisor Software. Previously he spent over 20 years at Charles Schwab in various client and product management roles.
LinkedIn
Tom Flint, VP – Sales
Tom Flint is responsible for Sales at Advisor Software. He has over 20 years of fintech sales experience at firms including Addepar, Box, Advent, Schwab, and Salesforce.
LinkedIn
Check out all of today’s sneak peeks:
The post FinovateSpring Sneak Peek: Advisor Software appeared first on Finovate.