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Asset Managers
Advisor Software's Solutions for Asset Managers
As an asset manager, marketing your products to advisors and broker/dealers is an ongoing challenge.
With model portfolios that highlight specific products and are personalized to suit the risk and asset preferences of a wide range of investors, you can help advisors cast your products in the best possible light.
Asset managers like Russell Investments, with more than $230 billion in assets under management, are using Advisor Software’s products to encourage advisors to promote their products to the widest range of investors.
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.
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A new dynamic, flash-based workflow was created specifically for asset management companies with websites targeting third party advisors and brokers that distribute their products — sign up
to register for the next webcast (check the "Advisor Partners MPP Proposal Generator" box).
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.
Customize Models and Benchmarks Around Your Business
Advisor Software’s products are highly configurable and customizable around an asset management organization’s business.
- Utilize the industry’s only intuitive, stand-alone environment for front-end portfolio construction.
- Construct portfolios and investment plans and generate an Investment Policy Statement (IPS) for these plans.
ASI Wealth Manager® is the first platform 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 asset managers to offer a comprehensive goal-based investment program for the mass-affluent investor.
ASI Wealth Manager Solutions
- goalgami®: An innovative direct investor destination that allows the advisor's client to engage in the advisor’s advice process by self exploring goals and creating their own goal plan report to share with the advisor.
- goalgamiPro: Workflow that allows an advisor to create a household balance sheet report for a client to augment existing client assessment process. Designed for collaboration with the client using goalgami (in development — sign up for beta testing).
- 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 (in development — sign up for beta testing).
- Goal-Based TAMP: Offers the same experience as the Goal-Based Proposal Solution, but for those wishing to outsource the investment model creation and servicing. Sub-advisory services provided by Advisor Partners, a Registered Investment Advisor wholly owned by ASI (in development — sign up for beta testing).
Automate the Entire Wealth Planning Lifecycle
Leverage a new advice paradigm for helping investors make realities out of their goals and dreams by:
- Bringing financial planning and investment management together into one, straight-through process to tie the wealth planning lifecycle together from end to end.
- Offering a robust, consistent framework for what was once a very disjointed process that required a great deal of manual intervention.
- Integrating financial planning and investment management into one continuum for determining what level of risk budgeting and cash flows are necessary to fund retirement goals
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