Advisor Software Asi
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software’s products address advisors’ functional needs, including Automated Digital Advice, Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company’s solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians, and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. Advisor Software, Inc. has been acquired by Refinitiv, one of the world’s largest providers of financial markets data and infrastructure. See the full press release here: https://refini.tv/3dLpqNe
7-day free trial · no credit card
Verified contacts
13
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 13 verified contacts at Advisor Software Asi
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- BS
Baljeet Singh Dhanda
Manager · Information Technology
EmailPhone - RK
Rob Kaplan
IT Director · Information Technology
EmailPhone - SB
Steve Bradley
Vice President Operations Client Implementation Program Management · Operations
EmailPhone - PB
Paul Benish
Advisor · Information Technology
EmailPhone - PP
Paul Puljiz
Data Operations Analyst · Information Technology
EmailPhone
Showing 5 of 13 verified contacts
Top roles at Advisor Software Asi
11 distinct titles indexed · top 10 shown.
- 3advisor
- 1,,
- 1c ctv
- 1ceo
- 1data operations analyst
- 1it director
- 1manager
- 1sales manager
- 1stocks
- 1vice president operations client implementation program management
- +1more titles
Sign up to unlock all 13 contacts at Advisor Software Asi
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 13 verified contacts at Advisor Software Asi
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.