Products

ASI Client Acquisition Solution^®

Create investment proposals that are personalized to suit the needs of your clients in 15 minutes or less with the industry’s most intuitive, stand-alone portfolio construction application.

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 across the enterprise. An industry standard application, ASI Client Acquisition Solution has been used by more than 45,000 advisors nationwide plus some of the largest banks and asset management firms such as State Street Global Advisors, Russell Investments and First Trust Portfolios, L.P.

ASI Client Acquisition Solution
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Risk Assessment:

Walk clients through a risk questionnaire to evaluate their risk tolerance and create a risk profile.

• Evaluate a client’s investment experience, current financial situation, financial goals, and time horizon.
• Complete the risk assessment process online or offline.
• Create and comply with Investment Policy Statements.

Portfolio Analysis:

Use a configurable workflow to setup custom asset allocation models, model portfolios and investment universes according to the unique requirements of your business or clients.

• Choose from a range of asset allocation models that have been optimized by Advisor Software for different investment strategies and risk profile categories.
• Analyze the client's current and recommended asset allocation and portfolio using the tool’s wide variety of institutional-caliber diagnostic tools.

Portfolio Construction:

Leverage asset allocation or model portfolios as a baseline for creating customized client portfolios.  Create more insightful, actionable investment plans to help investors achieve their goals using:

• Asset allocation and model portfolios
• Style and industry sector exposure analysis
• Security overlap analysis
• Efficient frontier analysis
• Historical performance analysis
• Risk/return analysis
• Annual returns analysis
• Fixed income analysis
• Monte Carlo simulation

Proposal Generation:

• Gain competitive advantage in using the industry’s only solution to support the widest range of investment products including mutual funds, stocks, bonds, exchange traded funds (ETFs), separately managed accounts (SMAs), American depositary receipts (ADRs) and variable annuity sub-accounts. 
• Scale the application’s highly flexible environment across multiple advisors and accounts, ensuring more consistent advice delivery across the enterprise.
• Leverage a user interface that is customized with your company’s logo and key marketing messages.  

Other Key Features:

• Easily integrate the application with user management and authentication systems, portfolio management systems and trading platforms.
• Lower IT maintenance, upgrade and support costs with the application’s easy-to-use web-based environment.
• Take advantage of a wide range of hosting options including in-house at the client’s site and remotely at Advisor Software’s site.

Individual Edition Available for Independent Advisors