Advisor Software

Advisor Software seeks to advance the science of wealth management so financial advisors can focus on the art of advice delivery. ASI’s Digital Advisor Platform empowers advisor and wealth management companies. Tailored to suit the needs of its clients, ASI’s platform addresses a range of advisor functional needs, including Client Onboarding, Financial Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics.On July 29th, 2020, Advisor Software was acquired by Refinitiv. The terms of the transaction were not disclosed.