Press Room
Advisor Software Announces Release 3.1 of the Client Acquisition Solution and Plans for Release 3.2. - Variable annuities, fixed income analyses, and upcoming rebalancing solution further enhance ASI's advice solutions.
Advisor Software, Inc. (ASI) has introduced a new release of the Client Acquisition Solution, further enhancing the application's strengths in product coverage, investment analytics, and flexibility.
Used by thousands of advisors at banks, broker/dealers, and independent advisory firms, the ASI Client Acquisition Solution helps advisors with risk assessment, asset allocation, portfolio analysis and construction, and the generation of investment proposals and investment policy statements.
With Release 3.1, the range of products supported expands still further to include variable annuity sub-accounts. The ASI application can now fully analyze each client's existing holdings, and construct portfolios which take advantage of a broad range of product alternatives, including SMAs, ETFs, mutual funds, and individual stocks and bonds. To build on the fixed income capabilities introduced in the previous product release, advisors can now include several important fixed income analyses in the proposal. These include reports on credit quality, duration and maturity, as well as the cash flows generated by the client's fixed income holdings.
Coming in October, ASI plans to formally introduce a powerful portfolio rebalancing solution that enables advisors to automatically rebalance multiple client accounts to a target model portfolio. The first deployment of the ASI Rebalancing Solution will be with a major broker/dealer firm in the fourth quarter of 2005.
For more information, please visit ASI's website at www.advisorsoftware.com |
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