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Introducing Advisor 8

What do you get when you leverage?

Over 230 RIA client firms - 80 of which have an average AUM in excess of $500M and 30 of which have an average AUM in excess of $1B
Over $60B in combined client AUM
Onsite research with many best-managed firms to observe portfolio management workflows
Eight years of client feedback and development
A second collocation data facility in Utah for 100% redundancy of our software
A staff of 40 full-time highly experienced financial services professionals
Over 9000 hours of development time

Advisor 8 - The next generation of portfolio monitoring and rebalancing software that pairs industry leading portfolio management features with unparalleled usability and fast implementation time.

Hear from Halbert Hargrove regarding the new usability found in Advisor 8

"Our users have found the new Advisor 8 interface to be much more intuitive and are able to work more efficiently now that critical functionality is placed in more intuitive workflows."

Shane Cummings, Financial Analyst
Halbert Hargrove

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Schedule a personal demonstration of Advisor 8 and find out how quickly you can make your firm more efficient and profitable.