Weekly webcasts

and live demonstrations:

Web Solutions to Empower Today’s Advisor

Planning – Proposal Generation – Portfolio Construction – Rebalancing – Analytics

endtoend goalgamiPro Goal-based Proposal Solution Client Aquisition Solution Portfolio Diagnostic Tools Portfolio Rebalancing Solution

ASI’s financial and investment planning workflows help advisors work more efficiently, close more business and strengthen client relationships. Find out more

Helping enterprises, advisors and individuals build better portfolios.

Talk to ASI about our broad range of solutions and APIs to designed to power your wealth management workflows.

FOR ADVISORS

goalgamiPro®

Quick planning alternative to the 70-page plan, offering easy to understand one page reports.

ASI Client Acquisition Solution®

Premier asset allocation tool - create investment proposals leveraging institutional-caliber analytics.

FOR ENTERPRISES

ASI Goal-based Proposal Solution

Connects financial planning and investment planning to produce goal-driven investment proposals.

ASI Portfolio Rebalancing Solution®

The only enterprise-level rebalancing application that can scale to thousands of advisors via a single platform.

ASI Client Acquisition Solution®

Create investment proposals leveraging institutional-caliber analytics.

ASI Portfolio Diagnostic Tools®

Portfolio analytics exposed as a separate workflow or through API’s.

FOR INVESTORS

goalgami®

Helps individuals develop long-term goal plans and evaluate what if scenarios.

goalGetter®

goalGetter will help you visualize your dreams and, more importantly, help you prioritize and achieve them.

Featured Product: goalgamiPro®, the Quick Planning Solution

Generate Household Balance Sheets

goalgamiPro’s client-focused one-page reports are structured around answering the client’s three most common questions: What is my plan? Can I afford my goals? How do I pay for my retirement? Find out more

Strengthen client relationships.

Studies show client satisfaction increases when clients believe their advisor has made a significant effort to understand their needs. goalgamiPro quick planning allows a discussion on goals with every client interaction. In addition, the Collaboration Connect client goal planning portal allows the client to participate in the planning process.

Generate leads.

The goalgamiPro quick planning process provides a plan in 10-minutes allowing advisors to generate reports for prospects faster than planning tools of the past. In addition goalgamiPro includes a marketing seminar PowerPoint on the Household Balance Sheet, giving advisors the tools they need to educate their investors.

Don't just take our word for it, listen to what our clients have to say.

russel-investments

Rod Greenshields - Consulting Director

charles-schwab

Marjorie Qualey - Vice President, Product Services

first-citizens-bank

Eric Teal - Chief Investment Officer, Capital Management Group

More from our clients

Contact sales

We look forward to hearing from you. Email us or call us:

925-444-1334

Contact sales

We look forward to hearing from you. Email us or call us:

925-444-1334

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