Firm Selected to Present New Suite of Wealth Management Apps, which Advisors can Harness to Create Their Own “Robo” Solutions, at Fintech Innovation Summit in San Jose, Calif.
Advisor Software’s new apps integrate directly with the Salesforce Financial Services Cloud ecosystem, and are designed to enhance the ability of financial advisors to serve and engage their clients. The apps encompass client lead generation and onboarding, portfolio management, rebalancing and model management, as well as a digital wealth management client portal—or “robo-advisor.”
“Advisors do not need to fear ‘robo-advisors.’ Our apps work together to help advisors customize the digital technology at the heart of robo-advisory platforms, and incorporate these tools into their own practices so they can grow and deepen engagement with clients,” said Kevin Kraus, Vice President of Product Management at Advisor Software. “We look forward to showing Finovate attendees how our apps can empower advisors to effectively compete and grow in today’s changing wealth management landscape.”
Advisor Software also plans to introduce an integrated goal-based financial and investment planning app, along with an asset allocation and portfolio construction app designed to further enable advisors to provide more sophisticated advice, and engage with clients in a more holistic way.