Products

ASI Portfolio Diagnostic Tools

Harness the power of Advisor Software’s portfolio analytics and the efficiency of the web. Deliver the insight advisors and investors need to create and assess personalized investment plans via a suite of cost-effective, stand-alone modules.

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ASI Portfolio Forecaster^®
is a Monte Carlo simulation engine for quickly and easily assessing the probability of achieving an investor's goals. Utilizing 1,500 Monte Carlo simulations, ASI Portfolio Forecaster lets advisors:

• Simulate investment portfolios and associated cash flows over a user-defined time horizon.
• Display the probability of outcomes on a year-by-year basis.
• Create a dynamic plan for achieving contributions and distributions.
• Evaluate the likelihood of reaching required capital levels.
• Simulate at the asset class level: choose from 25 different benchmarks across equity and fixed income.
• Support a wide-range of products including ETFs, SMAs, stocks, bonds, VAs and ADRs.

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. Advisors can generate reports that detail individual analytics or summarize all of the portfolio’s analytical data.

ASI Self-Directed Investor Tool^® gives organizations the ability to create a direct channel for promoting their unique investment offerings to individual investors, opening new client accounts and capturing new assets. In customizing the application, financial institutions can leverage their unique, model portfolios to help investors implement an asset allocation strategy and an investment plan in a few easy steps.

Quick Implementation
ASI Portfolio Diagnostic Tools are web-based for quick implementation and rapid deployment across the enterprise. A standard browser with Flash Player is all that is required to access and use the applications.

Easy-to-Use, Intuitive Workflow
ASI Portfolio Diagnostic Tools are easy-to-use and easy-to-learn. Used by more than 45,000 advisors through industry leading organizations, including SSgA, Russell Investments and Pension Dynamics, all of Advisor Software's products have been designed with the advisor workflow and investor experience in mind.

Flexible, Highly Configurable to Unique Business Needs
To help solve the unique wealth management challenges of the retail investor, ASI Portfolio Diagnostic Tools are customizable around an organization’s business processes and offer full-integration with portfolio management, content delivery, accounting and trading platforms. The tool suite also offers a range of flexible hosting options.

Cost-Effective Pricing and Delivery
For an annual licensing fee that depends on the needs of the organization, ASI Portfolio Diagnostic Tools offer an affordable way to perform the most up-to-date, up-to-market analysis. A self-service, web-based environment makes them highly scalable and cost-effective to deploy across thousands of advisors and investors using:

• online trading platforms
• company websites
• financial content provider portals