Channels

Broker/Dealers and platform providers

Advisor Software's Solutions for
Broker/Dealers and Platform Providers

Help Advisors Grow Their Business, Deliver More
Personalized Advice

Today’s top producing advisors will partner with broker/dealers and platform providers that can help them grow their business.  They need innovative tools that cut the time to manage the investment process in half.  The result is more time to deliver personalized service, build client relationships and grow revenue. 

Advisor Software’s intuitive solutions give broker/dealers and platform providers the edge in simplifying the process of helping clients achieve their goals and dreams. 

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 broker/dealers 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.

Advisor Software’s web-based solutions for platform-wide portfolio construction, portfolio rebalancing and holistic wealth management easily integrate with technology platforms from leading broker/dealers and custodians —  scaling to thousands of advisors:

• Free advisors from time-intensive portfolio management tasks including portfolio construction and rebalancing processes.
• Provide support for a diverse range of investment products.
• Empower advisors with pre-set constraints that configure around existing business practices.

Achieve Investor’s Goals with More Holistic,
Forward-Thinking Advice
To help advisors achieve investors’ goals, understanding the client’s entire financial picture is not only the first step, but arguably the most important.  ASI Wealth Manager, a holistic wealth management platform, leverages institutional-caliber analytics and a personalized balance sheet approach to help advisors create an investment plan that easily moves investors through retirement.

• Lower the cost of advice delivery to mass affluent and high net-worth clients.
• Determine an optimal, lifetime investment strategy that considers goals and liabilities, analyzes investment risk and works with an investor’s available resources.
• Integrate previously disjointed processes into one coherent framework for financial planning and investment management.