Founded in 1995, Advisor Software, Inc. established itself as a leading provider of wealth management technology for financial advisors and institutions. The company specialized in developing sophisticated analytical tools and APIs for portfolio construction, risk management, financial planning, and proposal generation. Its mission was to empower financial professionals with the advanced technology needed to deliver better outcomes for their clients. In October 2020, the company was acquired by Refinitiv, a global provider of financial market data and infrastructure. Shortly after, in January 2021, the London Stock Exchange Group (LSEG) completed its acquisition of Refinitiv. Today, the products and technology of Advisor Software are integrated into LSEG's suite of wealth solutions.

Founded in

United States