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 Software’s 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 provider’s 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 advisor’s client or prospect to engage in the advice process by creating their own goal plan

Other ASI entities/brands

ASI Investments LLC
goalgami