Company Profile
 

Advisor Software

Categories:
Computer Service & Technology Provider, Software Solutions

Contact Information:
Advisor Software
3675 Mt. Diablo Blvd
Suite #300
Lafayette CA, 94549
925-299-7782
925-962-0658
www.advisorsoftware.com

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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.
Products and Services:
ASI Client Acquisition Solution
ASI Client Acquisition Solution is an institutional-caliber portfolio construction and proposal generation solution that allows advisors to create more personalized investment plans, deliver more consistent advice and convert more prospects to clients across the enterprise.









 

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