Solutions
Broker/Dealers and platform providers
Advisor Software's Solutions for
Broker/Dealers and
Platform Providers
Help Advisors Grow Their Business,
Deliver More
Personalized Advice
Today’s top producing advisors will partner with broker/dealers and platform providers that can help them grow their business. They need innovative tools that cut the time to manage the investment process in half. The result is more time to deliver personalized service, build client relationships and grow revenue.
Advisor Software’s intuitive solutions give broker/dealers and platform providers the edge in simplifying the process of helping clients achieve their goals and dreams.
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.
Increase Scalability, Efficiency
Advisor Software’s web-based solutions for platform-wide portfolio construction, portfolio rebalancing and holistic wealth management easily integrate with technology platforms from leading broker/dealers and custodians — scaling to thousands of advisors:
- Free advisors from time-intensive portfolio management tasks including portfolio construction and rebalancing processes.
- Provide support for a diverse range of investment products.
- Empower advisors with pre-set constraints that configure around existing business practices.
Achieve Investor’s Goals with More Holistic,
Forward-Thinking Advice
To help advisors achieve investors’ goals, understanding the client’s entire financial picture is not only the first step, but arguably the most important. ASI Wealth Manager, a holistic wealth management platform, leverages institutional-caliber analytics and a personalized balance sheet approach to help advisors create an investment plan that easily moves investors through retirement.
- Lower the cost of advice delivery to mass affluent and high net-worth clients.
- Determine an optimal, lifetime investment strategy that considers goals and liabilities, analyzes investment risk and works with an investor’s available resources.
- Create a living investment plan that automatically accounts for changing personal circumstances and market conditions.
- Integrate previously disjointed processes into one coherent framework for financial planning and investment management.
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