Advisors Asset Management, Inc. Tech Stack

Investment solutions platform for financial advisors

Financial Services Monument, CO 201–500 employees Founded 1979 Privately Held

Advisors Asset Management operates as a SEC-registered investment advisor serving financial professionals with portfolio solutions across alternatives, ETFs, fixed income, managed accounts, and structured products. The hiring acceleration is heavily sales-weighted (8 of 13 active roles), suggesting a push to expand advisor relationships; concurrent work on ETF product launches and structured product development indicates the firm is expanding its product surface rather than consolidating existing offerings.

Tech Stack 19 technologies

Core StackPower BI Salesforce Azure AD Active Directory Excel PowerPoint Microsoft Access Bloomberg Microsoft Office Word Outlook Cisco Meraki Cisco ASA Cisco Nexus Cisco AMP Cisco Umbrella Duo Security Cisco AnyConnect Qualys

What Advisors Asset Management, Inc. Is Building

◆Challenges

Task automation and integration
Cleaning up territory branch data
Maintaining accurate crm data
Increasing sales across all asset classes
Retaining existing relationships
Growing revenue
Achieving firm objectives
Protecting company assets
Compliance with industry standards
Identifying vulnerabilities and risks

▲Active Projects

Etf product launch and support
Task automation and integration
Policy development for etf operations
Sales campaign development
Territory branch clean up
New structured product development
Advisor education presentations
Portfolio positioning for market cycle

Hiring Activity

Accelerating15 roles · 8 in 30d

Department

Sales

Finance

Product

Security

Seniority

Mid

Junior

Senior

Company intelligence

Find more companies like Advisors Asset Management, Inc. by tech stack, pain points and active projects

Get started free

About Advisors Asset Management, Inc.

Founded in 1979, AAM is a 201–500-person investment advisory firm based in Monument, Colorado. The company serves financial advisors with a portfolio of solutions spanning fixed income, alternatives, ETFs, managed accounts, mutual funds, structured products, and unit investment trusts. The firm is registered with the SEC and is a FINRA/SIPC member. Operations run on a Microsoft-centric stack (Excel, Office, Access, Salesforce for CRM) with Bloomberg terminals for market data and Cisco infrastructure for security. Current initiatives include launching new ETF products, developing structured offerings, and refining sales territory operations.

HeadquartersMonument, CO

Company Size201–500 employees

Founded1979

Hiring MarketsUnited States

Frequently Asked Questions

What is Advisors Asset Management's tech stack?

AAM uses Excel, PowerPoint, Microsoft Office, Salesforce, Bloomberg, Power BI, Active Directory, and Cisco security infrastructure (Meraki, ASA, Umbrella, AnyConnect). No significant tech migrations or new platform adoptions are currently underway.