About this user
Advisor Software, Inc. is a leading provider of wealth management solutions for the advisor market. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. Advisor Softwares applications are designed for a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to offer a comprehensive goal-based investment program for the mass-affluent investor consisting of
- Assessment of a household through a holistic balance sheet approach
- Goal-based asset allocation and advice based on the financial service providers capital market assumptions and investment universe
- A discretionary managed account offering for delegators
- An advisor workflow to develop, communicate, deliver and implement goal-based advice and account management services
- An innovative direct investor destination, called goalgami, that allows the advisors client or prospect to engage in the advice process by creating their own goal plan
Age
17
Country
United States
AdvisorSoftware
uploaded
