company
Clients
Success Stories
ASI has developed a strong track record with a wide range of banks, broker/dealers, fund companies, and insurance firms by providing solutions which directly support their client acquisition and product distribution efforts. ASI clients include Schwab Institutional, State Street Global Advisors, TD Ameritrade, Barclays Global Investors, Fidelity, Russell Investment Group, PowerShares Capital Management, ShareBuilder, and others.
Schwab Institutional is a leading provider of custodial, operational and trading support for independent, fee-based investment advisors. Since 1987, Schwab Institutional has supported independent investment advisors by offering support and services to help grow their businesses and help their clients reach their financial goals. Schwab Institutional selected Advisor Software to provide advanced rebalancing capabilities to advisors leveraging the schwabinstitutional.com platform. With the ASI Portfolio Rebalancing Solution, advisors can rebalance single accounts or multiple accounts, rebalance accounts tied to a household or accounts tied to a model portfolio, and analyze current holdings to setup customized model portfolios for portfolio rebalancing. For more information, please visit Schwab Institutional's web site at www.schwabinstitutional.com/public/rebalancer
Russell Investment Group is an investment firm with global reach, providing investment products and services to individuals and institutions in 44 countries. A pioneer in multi-manager investing, and the creator of Russell Indexes, Russell manages more than US$230.8 billion in assets (as of September 30, 2007) and advises clients worldwide whose assets represent approximately US$2 trillion (as of Sept. 30, 2006). Founded in 1936, Russell is a subsidiary of Northwestern Mutual and is headquartered in Tacoma, Washington. More information about Russell's investment products and services is at www.russell.com.
Kayne Anderson Rudnick Investment Management, LLC is a registered investment adviser based in Los Angeles, California with approximately $6 billion in assets under management. Founded in 1984 by chairman, John Anderson and CEO, Richard Kayne, the firm manages a range of portfolios having a common disciplined, high quality investment philosophy for high net worth individuals, endowments, foundations, corporations, public funds, and pension plans. For more information about Kayne Anderson Rudnick Investment Management, visit www.kayne.com.
First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P., are privately-held investment services companies which were established in 1991 and operate nationwide and also in Canada and Europe. The firms provide a variety of investment services, including asset management, financial advisory services, and municipal and corporate investment banking. The firms currently have assets under management or supervision of over $33 billion through closed-end funds, unit investment trusts, open end funds, separate managed accounts and exchange-traded funds. For more information, please visit First Trust's website at www.ftportfolios.com
Industrial strength investment tools from Barclays Global Fund Advisors - Since its launch late in 2003, ASI's Client Acquisition Solution has been used by thousands of investment advisors from a wide range of financial institutions. Barclays Global Fund Advisors, a subsidiary of Barclays Global Investors, N.A. (BGI), is the third largest money manager in the U.S. and the market leader in indexed products. BGI provides ASI's Client Acquisition Solution to advisors who use the tool to highlight iShares ETF products within compelling advice analytics and investment proposals, making advisors who are registered on iShares.com more effective in communicating the benefits of iShares and developing new client relationships. For more information, please visit www.ishares.com and select the Allocation Proposal Tool (APT).
State Street Global Advisors (SSgA) is an acknowledged leader in institutional investing with $1.4 trillion in assets under management. The world's largest institutional asset manager, SSgA is also the investment management arm of State Street Corporation, the world's largest custodian. In the US, through its dedicated Advisor Strategies Group, SSgA partners with advisors to deliver an array of institutional-caliber investment capabilities. For more information, please visit State Street's website at www.spdrs.com..
TD Ameritrade Institutional Services provides comprehensive brokerage and other financial services to over 2,400 independent financial advisors and their clients. TD Ameritrade Institutional has serviced advisors for over 10 years, providing advisors and their clients with world-class service, cutting-edge technology and a comprehensive offering of products and services. TD Ameritrade Institutional Services selected ASI to provide portfolio diagnostics and rebalancing capabilities to advisors through its VEO platform. With the ASI Rebalancing Solution advisors can analyze current holdings, setup customized model portfolios for portfolio rebalancing, and generate a rebalancing report. For more information, please visit TD Ameritrade Institutional Services' website at www.tdainstitutional.com/
Advisor Partners, LLC creates comprehensive investment portfolios and manages client accounts on behalf of the professional investment advisors. Their Managed Portfolio Program is a turnkey asset management offering powered by ASI's Client Acquisition Solution. Together, Advisor Partners and ASI provide an integrated offering which enables investment advisors to deliver compelling investment advice and proposals. For more information, please visit Advisor Partner's website at www.advisorpartners.com.
Fidelity - In conjunction with Fidelity, ASI developed Asset Allocator Pro to service the independent registered investment advisor marketplace. Fidelity provides a comprehensive set of tools to assist the advisor in managing investments and obtaining and keeping customers. Leveraging the ASI technology, Fidelity was able to expand their offering to advisors by adding powerful portfolio modeling, asset allocation, and rebalancing tools. For more information, please visit Fidelity's website at www.fidelity.com.
First Citizens Bank, a 340 branch subsidiary of First Citizens Bancshares headquartered in Raleigh, N.C., selected ASI's Client Acquisition Solution for portfolio construction and proposal capabilities for its Capital Management Group. The Capital Management Group is the company's investment division, servicing the investment and financial needs of institutional and high net-worth markets. For more information, please visit First Citizen's website at www.firstcitizens.com.
PowerShares Capital Management, an asset management firm headquartered in Wheaton, Illinois, selected ASI's Client Acquisition Solution to provide portfolio construction and proposal capabilities to its network of advisors. PowerShares is a leading provider of sophisticated Exchange Traded Funds, tools and portfolios for advisors and investors. For more information, please visit PowerShares website at www.powershares.com.
ShareBuilder - ASI developed PlanBuilder, an asset allocation and investment selection application on the ShareBuilder.com website. PlanBuilder enables more than 50,000 ShareBuilder customers to determine their investing style and self-select appropriate investments. ShareBuilder provides online brokerage services designed to make investing in the stock market simple, automatic and affordable. ShareBuilder is a service offered by more than 100 financial institutions, including Wells Fargo and SAFECO. For more information, please visit ShareBuilder's website at www.sharebuilder.com.
The Commerce Trust Company provides investment management and trust services to individual and institutional clients. As of December 31, 2005 Commerce had approximately $10.8 billion in assets under management and approximately $19.9 billion in total assets under administration. Commerce Trust is a division of Commerce Bank, N.A., which is the principal subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a $13.9 billion regional bank holding company. For more information, please visit Commerce Trust Company's website at www.commercebank.com.
Bremer Financial Corporation is a privately held, $6.6 billion regional financial services company jointly owned by its employees and the Otto Bremer Foundation. Founded in 1943 by Otto Bremer, the company is headquartered in Saint Paul, Minnesota, and provides a comprehensive range of banking, investment, trust and insurance services to more than 100 locations in Minnesota, North Dakota and Wisconsin. Company profits are distributed in the form of charitable grants by the Otto Bremer Foundation to communities throughout the company's footprint. For more information, please visit Bremer Financial Corporation's website at www.bremer.com. |
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