Advisor Software is the leading cloud platform for the investment advice industry. Our Wealth Management Cloud™ platform offers an end-to-end suite of APIs and apps supporting every aspect of the wealth management process – from client acquisition and financial planning, to investment planning and portfolio construction, through digital advice and portfolio rebalancing.
Advisor Software Wealth Management Cloud
Advisor Software is providing an overview of its Wealth Management Cloud platform, including the 100+ APIs that comprise its comprehensive solution for the fintech developer community. The company is demonstrating how its application components enable rapid prototyping and development of new wealth management apps. Key topics will include the platform and its components, cloud deployment, APIs and a demo of the key platform features.
What You’ll Learn
- Advisor Software’s journey into the world of APIs and cloud
- How to build a new Robo Advisor quickly using plug-and-play application components
- Other wealth management application development activity using our APIs and upcoming releases
Archana Rao drives the engineering strategy and technical innovation at Advisor Software. With over 15 years of engineering experience, Archana has led development of various new products and platforms and cultivated global technical talent. Prior to Advisor Software, Archana has been with Robert Bosch Healthcare, architecting and building their telemedicine platform. She has a Bachelor’s and Master’s degree in Computer Science.
Kevin Kraus leads Product Development for Advisor Software. Prior to Advisor Software, Kevin spent over 20 years at Charles Schwab, including 15 years in various technology product management positions. He holds a BA from Providence College and an MBA from Dominican University.