Solutions

Broker/Dealers and platform providers

Advisor Software's Solutions for
Broker/Dealers and Platform Providers

Help Advisors Grow Their Business, Deliver More
Personalized Advice

Today’s top producing advisors will partner with broker/dealers and platform providers that can help them grow their business.  They need innovative tools that cut the time to manage the investment process in half.  The result is more time to deliver personalized service, build client relationships and grow revenue. 

Advisor Software’s intuitive solutions give broker/dealers and platform providers the edge in simplifying the process of helping clients achieve their goals and dreams. 

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.

Advisor Software’s web-based solutions for platform-wide portfolio construction, portfolio rebalancing and holistic wealth management easily integrate with technology platforms from leading broker/dealers and custodians —  scaling to thousands of advisors:

• Free advisors from time-intensive portfolio management tasks including portfolio construction and rebalancing processes.
• Provide support for a diverse range of investment products.
• Empower advisors with pre-set constraints that configure around existing business practices.

Achieve Investor’s Goals with More Holistic,
Forward-Thinking Advice
To help advisors achieve investors’ goals, understanding the client’s entire financial picture is not only the first step, but arguably the most important.  ASI Wealth Manager, a holistic wealth management platform, leverages institutional-caliber analytics and a personalized balance sheet approach to help advisors create an investment plan that easily moves investors through retirement.

• Lower the cost of advice delivery to mass affluent and high net-worth clients.  
• Determine an optimal, lifetime investment strategy that considers goals and liabilities, analyzes investment risk and works with an investor’s available resources.
• Create a living investment plan that automatically accounts for changing personal circumstances and market conditions.
• Integrate previously disjointed processes into one coherent framework for financial planning and investment management.