Solutions

Advisor Software’s Intelligent
Wealth Management Solutions

Deliver More Insightful, Personalized Advice

Bred from a rich institutional heritage, Advisor Software's intelligent wealth management solutions have been used by over 45,000 advisors through financial institutions that are clients of Advisor Software. These include several of the largest global asset management firms — State Street Global Advisors, Russell Investment Group and First Trust Portfolios, L.P. — and three of the leading broker/dealers and providers of custody services — TD Ameritrade Institutional, Charles Schwab and Fidelity. 

Addressing Clients’ Needs at Each Stage of the Advisory Process

Asking for, listening and responding to our clients’ needs at each stage of the advisory process is an important part of Advisor Software’s product development and support strategy.

Customized to suit the needs of each of our clients, our innovative solutions leverage an institutional approach and guide advisors through a step-by-step analytical process that ties together previously disjointed wealth management tasks.  The resulting solutions feature a robust, end-to-end framework for connecting financial planning, investment management, and order execution.

By streamlining a wide range of processes, Advisor Software enables Asset Managers, Broker/Dealers and Platform Providers, Banks and Independent Registered Investment Advisors (RIAs) to:

• Offer more personalized, consistent advice delivery.
• Create standards for developing Investment Policy Statements.
• Address asset allocation, asset location, and portfolio construction challenges.
• Build portfolios with a wide universe of investment products.
• Create a dynamic wealth plan that considers changing personal circumstances and market conditions.
• Achieve operational efficiency without adding head count or incurring back-office support costs.
• Increase assets under management and plan for long term growth in a highly scalable way.
• Understand the entire household financial picture to determine an investor’s risk tolerance, bridging the gap between financial planning and investment management.
• Deliver an optimal, lifetime investment strategy that leverages a goal-driven approach.