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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