Refinitiv Acquires Strategic Assets from Advisor Software Inc.

July 29, 2020

Refinitiv has acquired strategic digital assets from Advisor Software Inc. (ASI) to enhance its Refinitiv Digital Investor platform, adding digital advice, portfolio analysis and portfolio-rebalancing capabilities. The interoperable, cloud-enabled ASI technology (APIs, Monte Carlo progress-to-goal, tax-aware rebalancing, proposal generation) will be integrated into Refinitiv's wealth management offering to expand its digital advice and portfolio analytics capabilities.

Buyers
Refinitiv
Targets
Advisor Software Inc.
Sellers
Advisor Software Inc.
Industry
Software
Location
California, United States
Transaction Type
Buyout

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