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Banks

Advisor Software’s Solutions for Banks

For fiduciaries like Banks, achieving risk management and compliance initiatives ranks high with ensuring a consistent level of client service across the enterprise.

ASI Wealth Manager^® is the first platform for goal-driven 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.

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 advisors 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).

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.

Facilitate Compliance Initiatives
Create standards and implement strategies for complying with an Investment Policy Statement (IPS).

• Construct portfolios according to the IPS.
• Undertake a thorough risk analysis and optimize portfolios according to investors’ risk tolerance.
• Leverage sophisticated reporting capabilities to satisfy compliance requirements.

Spend More Time Focusing on Client Relationships

• Ensure consistent advice and client service across multiple advisors and accounts. 
• Enable consistency of data across all accounts in a model portfolio.
• Consistently promote investment products to the marketplace through multiple delivery channels.
• Achieve efficient, straight-through processing from engaging the client and performing a thorough risk/return analysis to generating an Investment Policy Statement.

Highly Customized Solutions
Advisor Software’s products have been designed with the understanding that flexibility is a key component in addressing the unique needs of our clients.  All of Advisor Software’s solutions can be configured and customized around existing business practices.