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About Advisor Software, Inc
Advisor Software, Inc (ASI) provides cloud platforms to empower today’s advisor and wealth management companies.
Advisor Software Wealth Cloud
Advisor Software Wealth Management Cloud is a one-of-a-kind platform that enables financial institutions to deliver better advice to their customers in a more flexible, efficient, and scalable way.
APIs - Micro Services
Create amazing apps for your wealth management business
Client Acquisition Solution
Book a one of one training session for the Client Aqcuisition Solution - NOTE - All available times are displayed in PACIFIC time zone format.
Goal Based Proposals
Goal-Driven Investing – a Better Way Attract more assets, deepen customer relationships, and achieve greater operational efficiency with ASI’s Goal-Based Proposal Solution.
Book a one of one training session for goalgamiPro - NOTE - All available times are displayed in PACIFIC time zone format.
Online Advice Solution Demo
Walk through our next generation online advice tool with an ASI staff member. These one-on-one demos typically last about one hour.
Portfolio Rebalancing Solution
ASI Portfolio Rebalancing Solution offered with Grendel CRM
Mon6:00am - 11:00am
Tue6:00am - 11:00am
Wed6:00am - 11:00am
Thu6:00am - 11:00am
Fri6:00am - 10:00am
brad weisman - Nov 19, 2014
Continue to find this software effective in communicating retirement issues to clients. Love that I can generate a plan in a reasonable amount of time and clients will actually look at it. Very Satisfied.
Nancy E - Jun 13, 2014
Just presented my 4th plan and had yet another positive client reaction. Everyone appreciates that the reports are both comprehensive (enough), yet succinct. The real goal of retirement planning is to catalyze conversation so that clients can be creative with how to deploy resources. Back office support has been patient and thorough as I acclimate to the program. Highly recommend.
Powerful Advisor Software
S.W. - Jun 10, 2014
Goal Gami is a wonderful tool to use with clients. It helps them see and understand their accounts and goals as a whole and how they can achieve their goals without overcomplicating data.
Efficient, yet still a thorough analysis...
Lane Mullinax - Mar 14, 2014
I've been in this business for 28 years, and have witnessed the evolution of FP software, (having tried just about everything on the market). goalgamiPro has hit the "sweet spot." Clients understand the why and the how, without being overwhelmed with data.
R.M. - Feb 24, 2014
I had a great overview with DuWayne. He made the software enjoyable to understand and answered every question I had. Great software for taking a snapshot and setting goals.