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ASI WEALTH MANAGER ®

Up until now, the financial planning and investment management processes have been very disjointed, requiring an enormous amount of manual intervention by the advisor. Many software providers offer a small piece of the solution under different methodologies and, as a result, there are a lot of gaps, inconsistencies and operational inefficiencies. ASI Wealth Manager provides a new approach to meet this challenge, offering a straight through framework that ties the wealth management process together into one, cohesive platform.

Leveraging a unique balance sheet approach and a patent pending process, ASI Wealth Manager® provides a common analytical framework for integrating financial planning, investment advice and trade execution.

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NEWS AND EVENTS

Capital Analysts Incorporated Implements ASI Client Acquisition Solution® for More Consistent, Insightful Advice Delivery

Leading Portfolio and Proposal Tool Supports Independent Broker/Dealer's Risk and Asset Allocation Models; Innovative Asset Management Programs

INDUSTRY NEWS


According to a recent report by Tiburon Strategic Advisors, Consumer Wealth, Liquefaction & the Retirement Income Challenge, there are 4.3 million consumer households with $1 - $5 million in investable assets. Consumer household retirement plan assets will increase steadily to over $14 trillion by 2012.

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