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
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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 assessment process online or offline.
Create and comply with Investment Policy Statements.
Use a configurable workflow to setup custom asset allocation models, model portfolios and investment universes according to the unique requirements of your business or clients.
Choose from a range of asset allocation models that have been optimized by Advisor Software for different investment strategies and risk profile categories.
Analyze the client's current and recommended asset allocation and portfolio using the tool?s wide variety of institutional-c