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Digital Advisor Platform

Enhance your advice delivery and grow your business by putting a digital investment experience in your customer's hands.

Digital Advisor Platform – a solution to fit your needs!

 

Advisor Software's Digital Advisor Platform is a one-of-a-kind platform that enables financial institutions and wealth managers/advisors, to deliver better advice to their customers in a more flexible, efficient, and scalable way.

The modules listed above are available to license on their own or as part of our institutional-caliber Digital Advisor Platform.

 

Download Overview

 

Explore the Digital Advisor Platform Modules Below:

Digital Onboarding 


This smart, scalable digital application automates onboarding and advice delivery so advisors can focus on deepening relationships with clients. Digital Advisor is a complete, turnkey automated investing solution from lead generation and model selection, through portfolio monitoring and rebalancing, so you can efficiently serve accounts of any size.

Portfolio Rebalancer



Portfolio Rebalancer is a tax-aware portfolio management application that scales to firms of any size. It includes portfolio construction and model management, investment proposal generation, account monitoring, aggregate or lot level portfolio rebalancing, diagnostics, and reporting. Grow your top line and increase operational efficiency with the wealth management industry’s most complete portfolio rebalancing app.

Custom Proposal Generator

How much of your day could you reclaim if you could build personalized, professional investment proposals in 15 minutes or less? ASI 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. Proposals are shared in a flipbook presentation format via a prospect portal.

 

Behavioral IQ


We’ve built an innovative, research-based digital solution that measures a person’s relevant behaviors and knowledge, uniquely creating a measure of both their ability and propensity for making appropriate financial decisions.

Integrations



The Digital Advisor Platform plugs into your existing CRM and applications. A few examples include Calendly, push notifications, document sharing, Zendesk, Hubspot, Salesforce Classic and FSC, Redtail and others.

Goals-Based Financial Planning

goalgamiPro is a leading Financial Planning software solution for financial advisors with too little time on their hands. With goalgamiPro, you can create goal-based financial plans consisting of a household balance sheet and cash flow plan, then generate professional goal achievement reports for your clients in a matter of minutes.

Discover how Advisor Software can help financial advisors and wealth managers grow their business.

 

Let ASI show you how we are introducing technology solutions to help grow, scale, and make wealth management firms more profitable.

 

Our technology address a range of an advisor's functional needs including Goal-Based Financial Planning; Risk Tolerance Assessment; Rebalancing; Digital Onboarding; Proposal Generation; Investment Planning; Portfolio Analysis; Portfolio Management; Reporting, and Alerts.

 

We look forward to continuing the conversation.

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