Solutions

Independent registered investment advisors

Advisor Software’s Solutions for Independent
Registered Investment Advisors

Advisor Software’s industry leading portfolio construction and proposal generation solution, ASI Client Acquisition Solution, gives financial services firms the freedom to operate in the consultative role that their clients have come to expect.  

• Leverage institutional-caliber research to squarely address the asset allocation challenge
• Create and comply with Investment Policy Statements 
• Spend less time toggling back and forth between different applications, databases and web sites to create consistent portfolios and proposals.
• Create and save model portfolios and investment universes for use across multiple clients 
• Create a solid investment proposal in 15 minutes or less and four easy steps.

Industry’s Most Intuitive Front-Office
Portfolio Construction Solution
More than 30,000 advisors and broker/dealers are using ASI Client Acquisition Solution, an institutional-caliber portfolio construction and proposal generation solution for creating more personalized investment plans, delivering more consistent advice and converting more prospects to clients. 

Increase Efficiency, Scale for Growth with
Platform Tools that Automate Rebalancing
Major custodians including TD Ameritrade Institutional and Schwab Institutional are offering advisors integrated platforms that include tools for streamlining manual portfolio management tasks like rebalancing.  Now available to more than 10,000 advisors through these leading firms, ASI Portfolio Rebalancing Solution is an enterprise application that streamlines portfolio rebalancing, enabling advisors to significantly cut processing time.  Advisors can then run a more cost-efficient back office and spend more time focusing on client relationships.  For more information on leveraging ASI Portfolio Rebalancing Solution as part of your platform, contact your custodian or Advisor Software directly.

Convert More Prospects to Clients
Advisor Software’s solutions provide an intelligent workflow that is geared around industry leading wealth management and investment planning strategies.  Built upon these strategies, our applications help advisors better demonstrate the benefits of selected investment products and diversification strategies.  As a result, independent RIAs can shorten the sales cycle, convert more prospects into clients and deliver a consistent level of quality advice.

Keep Technology Support and Maintenance Costs Down
Recruiting and retaining IT resources is now more challenging and costly than ever before.  Advisor Software’s web-based platform eliminates the support burden, providing an on-demand, secure environment for the advisor.  There are no maintenance, system requirements or monthly update CD’s to install. 

By partnering with leading market data vendors, Advisor Software also provides access to up-to-date market and analytical data to generate personalized proposals for clients.