Products

Advisor Software’s Products

Deliver More Insightful, Actionable Investment Advice

Bred from a rich institutional heritage, Advisor Software’s intelligent wealth management products have been developed to help today’s financial institutions offer the technology that successful advisors need to increase efficiency, grow their business and help investors achieve their lifelong goals.  What sets our products apart from the rest is their unique ability to tie together previously disjointed processes and provide a more holistic picture.  The result is an end-to-end platform for straight through processing – one that can scale to thousands of advisors and enable the delivery of more insightful, actionable investment advice.

As part of its product development strategy, Advisor Software listens and responds to the needs of its clients by creating highly intuitive products that are easy to use and easily configured around specific business requirements and practices. 

Find out how Advisor Software’s industry standard products help nearly 30,000 advisors at financial institutions nationwide face the everyday challenges of the advice business.

Leverage the Industry’s First Comprehensive Platform for Goal Directed Investment Management

Bridge the gap between financial planning and investment management. Automate the entire wealth planning process in a highly scalable way. ASI Wealth Manager is the first end-to-end application for goal-directed investment management that couples institutional caliber analytics and holistic management of the household balance sheet. Leveraging a patent-pending process, ASI Wealth Manager uniquely enables advisors to address what were previously a series of disjointed, manual financial planning and investment management tasks via a single platform. Advisors can then deliver a dynamic wealth plan that considers changing personal circumstances and market conditions.

Streamline Portfolio Rebalancing

Automate portfolio rebalancing with the industry’s only application of its kind that can scale to thousands of advisors.  Increase advisor satisfaction with the tools advisors need to grow their business and maximize client relationships.

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. 

This solution is currently available to more than 8,000 financial advisors through their custodial relationships with TD Ameritrade Institutional and Schwab Institutional.

Turn More Prospects into Clients; Promote a Wide Range of Investment Products

Ensure consistency of advice delivery with the industry’s only institutional-caliber application for portfolio construction and proposal generation.

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.  A highly flexible, web-based application, ASI Client Acquisition Solution provides support for a wide range of investment products. The application can also scale across the enterprise, supporting multiple advisors and accounts.    

Reach Individual Investors Directly

Differentiate your products in the eyes of the individual investor.  Promote your ability to offer personalized, actionable investment guidance that helps clients invest for the long term.

ASI Self-Directed Investor Solution is a web-based application that allows financial institutions to promote their unique investment offerings directly to individual investors to support account opening and asset gathering initiatives.