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Client Acquisition

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Product / Client Acquisition

Personalized investment proposals

ASI's Client Acquisition solution is an institutional-caliber portfolio construction and proposal generation platform that allows advisors to create more personalized investment plans, deliver more consistent advice and convert more prospects to clients. An industry standard application, Client Acquisition has been used by more than 50,000 advisors through some of the largest banks and asset management firms.

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Client Acquisition solution allows advisors to review an investor’s current portfolio holdings, conduct a thorough risk assessment, develop an asset allocation strategy, select securities, create model portfolios and generate a comprehensive investment plan.

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Expand and deepen your practice through excellent customer service.


Risk assessment:
Walk clients through a risk questionnaire to evaluate their risk tolerance and create a risk profile.
Portfolio analysis:
A configurable workflow to setup custom asset allocation models, model portfolios and investment universes.
Portfolio construction:
Leverage asset allocation or model portfolios as a baseline for creating more insightful, actionable investment plans.
Proposal generation:
Easily demonstrate the value of selected investment products and strategies, while improving your brand value in the market. remotely at Advisor Software’s site.

Client Acquisition Product Info

Client Acquisition Sample Report

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