Advisor Software

Advisor Software, Inc. provides wealth management solutions for the advisor market. The company has created an enterprise rebalancing solution and a 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 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 advisor's client or prospect to engage in the advice process by creating their own goal plan

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