Solutions
Asset Managers
Advisor Software's Solutions for Asset Managers
As an asset manager, marketing your products to advisors and broker/dealers is an ongoing challenge.
With model portfolios that highlight specific products and are personalized to suit the risk and asset preferences of a wide range of investors, you can help advisors cast your products in the best possible light.
Asset managers like Russell Investments, with more than $230 billion in assets under management, are using Advisor Software’s products to encourage advisors to promote their products to the widest range of investors.
ASI Wealth Manager® is the first end-to-end application for goal-directed investment management that couples institutional caliber analytics and holistic management of the household balance sheet. Leveraging a patented process, ASI Wealth Manager enables banks and their advisors to offer a comprehensive goal-based investment program for the mass-affluent investor consisting of:
- Assessment of a household through a holistic balance sheet approach.
- Goal-based asset allocation and advice based on the financial service provider's capital market assumptions and investment universe.
- A discretionary managed account offering for delegators.
- An advisor workflow to develop, communicate, deliver and implement goal-based advice and account management services.
- An innovative direct investor destination, called goalgami®, that allows the advisor's client or prospect to engage in the advice process by creating their own goal plan.
- The goalgami destination can be licensed on a stand-alone basis as well.
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.
ASI Portfolio Diagnostic Tools is a suite of web applications offering robust diagnostics, simple workflows and affordable deployments. Each application can be deployed internally or on public-facing advisor and investor sites to drive site usage.
Customize Models and Benchmarks Around Your Business
Advisor Software’s products are highly configurable and customizable around an asset management organization’s business.
- Utilize the industry’s only intuitive, stand-alone environment for front-end portfolio construction.
- Construct portfolios and investment plans and generate an Investment Policy Statement (IPS) for these plans.
Automate the Entire Wealth Planning Lifecycle
Leverage a new advice paradigm for helping investors make realities out of their goals and dreams by:
- Bringing financial planning and investment management together into one, straight-through process to tie the wealth planning lifecycle together from end to end.
- Offering a robust, consistent framework for what was once a very disjointed process that required a great deal of manual intervention.
- Integrating financial planning and investment management into one continuum for determining what level of risk budgeting and cash flows are necessary to fund retirement goals
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