Solutions

Banks

Advisor Software’s Solutions for Banks

For fiduciaries like Banks, achieving risk management and compliance initiatives ranks high with ensuring a consistent level of client service across the enterprise.

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 Portfolio Rebalancing Solution^® is an enterprise application that streamlines portfolio rebalancing, enabling advisors to significantly cut processing time.  Advisors can then run a more cost-efficient back office and spend more time focusing on client relationships. 

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.

Facilitate Compliance Initiatives
Create standards and implement strategies for complying with an Investment Policy Statement (IPS).

• Construct portfolios according to the IPS.
• Undertake a thorough risk analysis and optimize portfolios according to investors’ risk tolerance.
• Leverage sophisticated reporting capabilities to satisfy compliance requirements.

Spend More Time Focusing on Client Relationships

• Ensure consistent advice and client service across multiple advisors and accounts. 
• Enable consistency of data across all accounts in a model portfolio.
• Consistently promote investment products to the marketplace through multiple delivery channels.
• Achieve efficient, straight-through processing from engaging the client and performing a thorough risk/return analysis to generating an Investment Policy Statement.

Highly Customized Solutions
Advisor Software’s products have been designed with the understanding that flexibility is a key component in addressing the unique needs of our clients.  All of Advisor Software’s solutions can be configured and customized around existing business practices.