Advisor Software

Member Description

A leading provider of wealth management solutions for the advice market, Advisor Software was founded in 1995 to bring institutional-caliber analytics to the retail investor through financial institutions and their advisors. The company specializes in delivering solutions that:
streamline portfolio construction and rebalancing;
facilitate more holistic, personalized advice delivery;
integrate financial planning and investment management into one cohesive framework; and
enable the development of a dynamic wealth plan.
Financial institutions, including asset managers, banks, broker/dealers and platform providers and independent Registered Investment Advisors can then focus on increasing assets under management and improving client relationships.

Most Recent Blog Posts

May 14, 2014

SEC Commissioner Calls Flash Boys Thought-Provoking, But Misleading

SEC commissioner Michael Piwowar called out Michael Lewis’ controversial book on high frequency trading Wednesday, saying that while Flash Boys has....More

Products

An end-to-end platform, ASI 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.

ASI Client Acquisition Solution
(click for larger view)

Risk Assessment:

Walk clients through a risk questionnaire to evaluate their risk tolerance and create a risk profile.

Evaluate a client?s investment experience, current financial situation, financial goals, and time horizon.
Complete the risk...

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