AdvisorPeak

AdvisorPeak offers rebalancing software, portfolio modeling, investment rebalancing, trading software for financial advisors services. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. They also list Finance and Financial Services, so expect those to show up in the feature set. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

AdvisorPeak is based in Layton, Utah. Their site is advisorpeak.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

If you have worked with AdvisorPeak, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.