-- Portfolio Diagnostics - This new feature allows advisors to compare a
client's Current Portfolio and ASI Wealth Manager's Proposed Portfolio with
the Target Strategy produced by ASI Wealth Manager. Advisors can see in
summary form how the Proposed Portfolio better implements the Target
Strategy, by analyzing various portfolio characteristics such as Tracking
Error, Expected Risk, Expected Returns and Tax Costs.
-- Retirement and Expenses Goal - This feature now gives advisors the
option to calculate current and retirement annual expenses instantly as one
total number, or as a detailed breakdown of expenses into categories such
as Utilities, Transportation, Children or Healthcare. Advisors can also
adjust the Retirement and Expense Goal prioritization as a percentage of a
Target goal amount, to illustrate for minimum and maximum levels within
goals.
-- Balance Sheet Analysis - The ASI Household Balance Sheet is improved
to provide dynamic feedback, alerting advisors when a client's Resources
are insufficient to fully fund their Liabilities and Goals. By highlighting
the percentage of Liabilities and Goals that can be funded, advisors will
have a better idea of what funding level a client can afford.
"We are constantly working to enhance our solutions so that advisors can
build unique and dynamic investment portfolios for every client," Mr.
Ringquist continued. "We look forward to continuing our mission of bridging
the gap between financial planning and investment management with
innovative goal-based platforms."
For more information, or to speak with Neal Ringquist, please contact Carol
Graumann at 973.732.3521 or carol@jcpublicrelations.com.
About ASI Wealth Manager
ASI Wealth manager is a goal-based investment platform designed to enable
households to achieve their financial goals. ASI Wealth Manager is the
first end-to-end financial planning solution connecting goals and investing
that couples institutional caliber analytics and holistic management of the
household balance sheet. Leveraging a patented process, ASI Wealth Manager
uniquely enables advisors to address what were previously a series of
disjointed, manual financial planning and investment management tasks via a
single process. Advisors can determine a household's capacity to bear risk,
and then deliver a dynamic wealth plan that considers changing personal
circumstances and market conditions. The asset allocation, asset selection
and advice process can also be made available as a managed account
solution.
About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of advice 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 Software's solutions 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 deliver more insightful,
actionable investment advice and build stronger, more profitable client
relationships. For more information, visit www.advisorsoftware.com or call
(925) 299-7782.
Contact Information: CONTACT: Carol Graumann JCPR, Inc. 973.732.3521 carol@jcpublicrelations.com