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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 that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software’s products address advisors’ functional needs, including Automated Digital Advice, 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. Advisor Software, Inc. has been acquired by Refinitiv, one of the world’s largest providers of financial markets data and infrastructure. See the full press release here: https://refini.tv/3dLpqNe

NextGen India Investments is an independent equity research firm specializing in India centric publicly traded investments. The firm covers companies across all market cap spectrums and all industries. It caters to individual investors, university endowments, foundations, investment funds, affluent families, and fund of funds. The firm publishes long term investment ideas for individual investors and conducts customized research for institutional investors. NextGen India Investments was founded in 2006 and is based in Toronto, Canada.