Press Room
Advisor Software, Inc. Announces the Release of Client Acquisition Solution - Individual Edition
Portfolio Construction and Proposal Application for Independent and Registered Investment Advisors.
Lafayette, CA - May 9, 2005 - Advisor Software, Inc. (ASI) today announced the official launch of its Client Acquisition Solution - Individual Edition, a portfolio construction and investment proposal application designed for independent Registered Investment Advisors (RIAs), Certified Financial Planners (CFPs), CPAs, and smaller Broker-Dealer firms to gather new investment assets as well as service existing clients.
ASI's enterprise version of the Client Acquisition Solution is used today by tens of thousands of investment advisors, brokers and personal bankers at hundreds of financial institutions to create high-quality investment proposals for clients and prospects in less than 20 minutes.
Developed by Advisor Software, the Client Acquisition Solution - Individual Edition utilizes ASI's cutting-edge software and web-based technology platform to provide investment advisors with powerful asset allocation, diagnostic, investment selection and portfolio construction capabilities previously only available through larger financial institutions.
The Individual Edition builds on the success of the previous Client Acquisition Solution versions by adding Separately Managed Account (SMA) data and functionality, Efficient Frontier analysis, Security Overlap Analysis as well as a forward-looking Monte Carlo analysis and scenario projection.
Please visit us at www.advisorsoftware.com to sign up for a free 14-Day trial, or call Jeffrey Silva, Director of Sales, at 925.299.7782 x232 for more information.
About Advisor Software, Inc.
Advisor Software, Inc. (ASI) was founded in 1995 by Andrew Rudd (Founder, and former Chairman and CEO of Barra, Inc.) to deliver institutional-strength analytics and advice to the individual investor and the advisors who serve them. ASI's advice technology is designed for a wide range of broker/dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. ASI clients include Barclays Global Investors iShares, State Street Global Advisors, TD Waterhouse, M Financial, and U.S. Fiduciary. ASI is a privately held company headquartered in Lafayette, California. |
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