Solutions

Banks

Advisor Software’s Solutions for Banks

For fiduciaries like Banks, achieving risk management and compliance initiatives ranks high with ensuring a consistent level of client service across the enterprise.

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 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. 

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.

Facilitate Compliance Initiatives
Create standards and implement strategies for complying with an Investment Policy Statement (IPS).

• Construct portfolios according to the IPS.
• Undertake a thorough risk analysis and optimize portfolios according to investors’ risk tolerance.
• Leverage sophisticated reporting capabilities to satisfy compliance requirements.

Spend More Time Focusing on Client Relationships

• Ensure consistent advice and client service across multiple advisors and accounts. 
• Enable consistency of data across all accounts in a model portfolio.
• Consistently promote investment products to the marketplace through multiple delivery channels.
• Achieve efficient, straight-through processing from engaging the client and performing a thorough risk/return analysis to generating an Investment Policy Statement.

Highly Customized Solutions
Advisor Software’s products have been designed with the understanding that flexibility is a key component in addressing the unique needs of our clients.  All of Advisor Software’s solutions can be configured and customized around existing business practices.