Let ASI Wealth Manager power your goal-based investment program. This patented approach to helping advisors and investors understand the connection between goals and investing can be leveraged through the following solutions:

• goalgami^®: An innovative direct investor destination that allows the advisor's client to engage in the advice process by self exploring goals and creating their own goal plan.
• goalgamiPro: Workflow that allows an advisor to create a household balance sheet report for a client to augment an existing client assessment process. Designed for collaboration with the client using goalgami.
• Goal-Based Proposal Solution: Workflow that allows the advisor to create a household balance sheet and risk analysis (capacity and tolerance) for a client, and map client accounts to an advisor-input model portfolio based on the risk analysis, asset allocation and asset location.
• Goal-Based TAMP: Same experience as the Goal-Based Proposal Solution, but for advisors wishing to outsource the investment model creation and servicing. Sub-advisory services provided by Advisor Partners, a Registered Investment Advisor wholly owned by ASI.

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"Before using the TD Ameritrade Institutional Portfolio Rebalancing Tool powered by ASI Portfolio Rebalancing Solution, I spent hours using Excel spreadsheets and pulling data in from multiple sources. Now by using the solution, I’m able to cut my processing time by fifty percent."
— Dave Umstead, president of Cape Ann Capital based in Manchester-by-the-Sea, Mass.

Automate portfolio rebalancing with the industry’s leading enterprise rebalancing application, ASI Portfolio Rebalancing Solution, the only solution of its kind that can scale to thousands of advisors. Increase advisor satisfaction with the tools advisors need to run a more cost-efficient back-office.

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ASI Client Acquisition Solution offers a seamless environment for addressing a wide-range of investment proposal needs, from engaging a client and performing a thorough risk/return analysis to generating an Investment Policy Statement.

ASI Client Acquisition Solution is an institutional-caliber portfolio construction and proposal generation solution that allows advisors to create more personalized investment plans, deliver more consistent advice and convert more prospects to clients. A highly flexible, web-based application, ASI Client Acquisition Solution provides support for a wide range of investment products. The application can also scale across the enterprise, supporting multiple advisors and accounts.

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ASI Portfolio Diagnostic Tools harness the power of Advisor Software's analytics and the efficiency of the web, cost-effectively delivering the insight advisors and investors need to create and assess personalized investment plans.

ASI Portfolio Forecaster^® leverages 1500 Monte Carlo simulations, allowing advisors to quickly understand the probability of meeting the cash flow required to achieve an investor's goals within a specified timeframe.

ASI Portfolio Analysis Tool^® features a simple workflow for entering a portfolio in order to run numerous analytics including: Style, Sector, Overlap, Efficient Frontier, Monte Carlo, Risk-Return and Historical Return, with the ability to compare to a benchmark.

ASI Self-Directed Investor Tool^® allows financial organizations to create a direct channel for promoting their unique investment offerings to individual investors, opening new client accounts and capturing new assets.

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