Products

ASI Self-Directed Investor Solution^SM

Create a Direct Channel for Reaching Individual Investors

Differentiate your investment products and solutions in the eyes of the individual investor. Promote your ability to offer personalized, actionable investment guidance that helps these investors achieve their long-range investment plans.

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

• Allow investors to create their own risk profile. 
• Enable investors to select an appropriate investment strategy according to their risk profile.
• Configure the application to meet the requirements of a diverse range of investors.

Configure the Solution around Your Business; Scale for Maximum Growth

• Customize the solution’s flexible user interface and analytics to suit your firm’s unique requirements.
• Market your advisory firm’s brand to the marketplace.
• Gain competitive advantage in providing individual investors with access to the widest range of investment products including mutual funds, stocks, bonds, ETFs, separately managed accounts (SMAs), American depositary receipts (ADRs) and variable annuity sub-accounts. 
• Scale for growth to service an increasing number of investors. 

Make it Easier to Address Asset Allocation and Investment Planning

Utilize a series of unique, model portfolios to help investors implement an asset allocation strategy and an investment plan in a few easy steps.

• Set up custom asset allocation models, model portfolios and investment universes according to the unique requirements of your investor segments.
• Allow investors to select from a range of asset allocation models that have been optimized for different investment strategies and risk profile categories.
• Allow investors to use asset allocation or model portfolios as a baseline for creating customized client portfolios.

Other Key Features:

• Enables seamless integration into a corporate website and easy integration with user authentication systems and trading platforms.
• Reduces the support burden on IT as well as upgrade and maintenance costs thanks to the solution’s easy-to-use, intuitive, web-based environment.
• Offers a wide range of hosting options including in-house at the client’s site and remotely at Advisor Software’s site.