Solutions
Asset Managers
Advisor Software's Solutions for Asset Managers
As an asset manager, marketing your products to advisors and broker/dealers is an ongoing challenge.
With model portfolios that highlight specific products and are personalized to suit the risk and asset preferences of a wide range of investors, you can help advisors cast your products in the best possible light.
Asset managers like Russell Investments, with more than $230 billion in assets under management, are using Advisor Software’s products to encourage advisors to promote their products to the widest range of investors.
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.
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.
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.
Customize Models and Benchmarks Around Your Business
Advisor Software’s products are highly configurable and customizable around an asset management organization’s business.
- Utilize the industry’s only intuitive, stand-alone environment for front-end portfolio construction.
- Construct portfolios and investment plans and generate an Investment Policy Statement (IPS) for these plans.
Automate the Entire Wealth Planning Lifecycle
Leverage a new advice paradigm for helping investors make realities out of their goals and dreams by:
- Bringing financial planning and investment management together into one, straight-through process to tie the wealth planning lifecycle together from end to end.
- Offering a robust, consistent framework for what was once a very disjointed process that required a great deal of manual intervention.
- Integrating financial planning and investment management into one continuum for determining what level of risk budgeting and cash flows are necessary to fund retirement goals
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