Let the ASI Wealth Manager platform power your goal-driven investment program. This patented approach to helping advisors and investors understand the connection between goals and investing can be leveraged through the following solutions:

• goalgamiPro^™: Workflow that allows an advisor to create a household balance sheet report for a client to augment an existing client assessment process. Designed for advisors interested in a 15 minute process to measure the affordability of a client’s goal plan.

  LEARN MORE



• ASI Goal-Based Proposal Solution^™: Workflow that allows the advisor to create a household balance sheet and risk analysis (capacity and tolerance) for a client, and map client accounts to an advisor-input model portfolio based on the risk analysis, asset allocation and asset location.

LEARN MORE

goalgamiPro Product Brief

ASI Goal-Based Proposal Solution Product Brief

"Before using the TD Ameritrade Institutional Portfolio Rebalancing Tool powered by ASI Portfolio Rebalancing Solution, I spent hours using Excel spreadsheets and pulling data in from multiple sources. Now by using the solution, I’m able to cut my processing time by fifty percent."
— Dave Umstead, president of Cape Ann Capital based in Manchester-by-the-Sea, Mass.

Automate portfolio rebalancing with the industry’s leading enterprise rebalancing application, ASI Portfolio Rebalancing Solution, the only solution of its kind that can scale to thousands of advisors. Increase advisor satisfaction with the tools advisors need to run a more cost-efficient back-office.

LEARN MORE

ASI Client Acquisition Solution offers a seamless environment for addressing a wide-range of investment proposal needs, from engaging a client and performing a thorough risk/return analysis to generating an Investment Policy Statement.

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. A highly flexible, web-based application, ASI Client Acquisition Solution provides support for a wide range of investment products. The application can also scale across the enterprise, supporting multiple advisors and accounts.

LEARN MORE

ASI Portfolio Diagnostic Tools harness the power of Advisor Software's analytics and the efficiency of the web, cost-effectively delivering the insight advisors and investors need to create and assess personalized investment plans.

ASI Portfolio Forecaster^® leverages 1500 Monte Carlo simulations, allowing advisors to quickly understand the probability of meeting the cash flow required to achieve an investor's goals within a specified timeframe.

ASI Portfolio Analysis Tool^® features a simple workflow for entering a portfolio in order to run numerous analytics including: Style, Sector, Overlap, Efficient Frontier, Monte Carlo, Risk-Return and Historical Return, with the ability to compare to a benchmark.

ASI Self-Directed Investor Tool^® allows financial organizations to create a direct channel for promoting their unique investment offerings to individual investors, opening new client accounts and capturing new assets.

LEARN MORE