Advisor Software Launches Wealth Management Cloud™ Platform

WALNUT CREEK, Calif., March 18, 2015 /PRNewswire/ --

• Advisor Software, Inc. ("ASI") announces the launch of the Wealth Management Cloud™, a first-to-market cloud platform providing a comprehensive, highly scalable and integrated suite of services and resources for wealth management businesses.
• The Wealth Management Cloud replaces traditional software products with highly customizable solutions that can be easily accessed on a cloud platform through APIs and applications.  The current API catalog spans goal-based financial and investment planning; portfolio management, analysis and rebalancing; digital financial advice; and more.
• New apps and APIs are regularly integrated into the Wealth Management Cloud platform, delivering a rich arsenal of applications, services, analytics and resources to organizations ranging from FinTech start-ups to the world's largest wealth management companies.

Advisor Software, Inc. announces the introduction of its Wealth Management Cloud, a first-to-market financial cloud platform accessed by APIs and applications that provides highly customizable and scalable services and resources for the wealth management industry.  Interested parties may review the current API catalog (www.advisorsoftware.com/api-catalog.html) on the Advisor Software website, or call (844) 257-9255 for more information.

"Today's announcement marks a turning point for the wealth management industry as we launch the next generation of sophisticated enterprise solutions," said Andrew Rudd, Chairman and CEO, Advisor Software. "Our industry-first Wealth Management Cloud reflects both our and the financial industry's transformation from a focus on stand-alone software applications to an emphasis on easily combinable analytics and financial components available on demand via the cloud to enable comprehensive, flexible and streamlined wealth management services.  We're delivering a platform of services that will power the next generation of digital advice."

The Wealth Management Cloud holds Advisor Software's portfolio of analytics, calculators and financial engines and makes them available via APIs or through licensed apps that package suites of APIs as a bundle, together with a presentation layer, for immediate deployment. With new apps and APIs to be regularly integrated into the platform, the cloud architecture offers tailored solutions for organizations ranging from tech start-ups to the world's largest wealth management companies.

"We're already seeing tremendous interest from our large institutional clients," said Erik Jepson, Chief Customer Officer of Advisor Software.  "They see our APIs as an efficient means to enhance the digital financial advice solutions they already offer their customers, or even build new automated investing solutions quickly to compete in the Robo Advisor space."

Used by hundreds of thousands of financial professionals, ASI's portfolio of services and resources encompass: Financial Planning; Proposal Generation; Rebalancing; Investment Planning; Portfolio Analysis; Portfolio Management; Reporting, and Alerts.

"Advisor Software is committed to continual innovation as we develop and deploy new offerings that deliver the wealth management and advice solutions advisors need in a rapidly evolving industry," adds Mr. Rudd. "Access to this rich arsenal of applications, services, analytics and resources through the Wealth Management Cloud now gives advisors powerful tools to work more efficiently, close more business and strengthen their client relationships."

About Advisor Software, Inc.
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 (advisorsoftware.com/platform.html) that offers streamlined access to a comprehensive range of financial services and resources. ASI's products address advisors' functional needs, including 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.

For more information, please visit www.advisorsoftware.com and follow @AdvisorSoftware (twitter.com/advisorsoftware) on Twitter or visit us on LinkedIn (www.linkedin.com/company/advisorsoftware).

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SOURCE Advisor Software, Inc.

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