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Moss Adams Wealth Advisors LLC Selects Advisor Software
Moss Adams Wealth Advisors LLC will streamline the advice process with ASI Client Acquisition Solution® for portfolio diagnostics and proposal generation.
LAFAYETTE, Calif. (Aug. 28, 2008)—Advisor Software, Inc., a leading provider of wealth management solutions for the advisor market, today announced that Moss Adams Wealth Advisors LLC will implement ASI Client Acquisition Solution. Now used by more than 35,000 advisors through major financial institutions, ASI Client Acquisition Solution is a Web-based application that helps wealth advisory firms address portfolio construction, portfolio diagnostics and proposal generation.
In selecting ASI Client Acquisition Solution, Moss Adams Wealth Advisors evaluated numerous applications. The organization needed a consistent proposal offering that would reflect the company’s brand, integrate existing model portfolios and enable simple uploads of client data. These features were among the key drivers that led Moss Adams Wealth Advisors to select ASI Client Acquisition Solution.
“We were impressed with ASI Client Acquisition Solution’s simple workflow and ability to interface with Schwab’s PortfolioCenter®, which gives us the flexibility to upload client data from the Schwab platform via a single file” said Mark Jaeger, COO of Moss Adams Wealth Advisors LLC.
“Moss Adams Wealth Advisors’ selection of Advisor Software validates our adaptability in being able to address a full spectrum of client needs,” said Neal Ringquist, president and COO of Advisor Software. “Working with Moss Adams will further our initiative to deliver customizable solutions that help CPA firms and their wealth advisors deliver superior client service and personalized investment strategies.”
“Moss Adams is committed to providing its advisors with innovative technology for increasing productivity and streamlining the advice process,” added Jaeger. “To this end, we are looking forward to partnering with Advisor Software.”
About ASI Client Acquisition Solution®
ASI Client Acquisition Solution is an integrated platform that enables advisors to review an investor’s current portfolio holdings, conduct a risk assessment, develop an asset allocation strategy, select securities and model portfolios, and quickly generate a comprehensive investment plan. The solution leverages institutional-caliber analytics including asset allocation, style and sector exposure, security overlap, efficient frontier, fixed income, performance, risk/return, and Monte Carlo simulation. Using the application, advisors can better serve existing clients and convert more prospects into clients by demonstrating the benefits of selected investment strategies.
About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of wealth management solutions for the advisor market. The company has pioneered the first enterprise portfolio rebalancing solution, as well as a unique goal and household balance sheet financial planning platform. Advisor Software’s applications are designed for a wide range of brokerages, banks, asset management firms, platforms 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.
About Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC is an independent investment advisory firm providing collaborative wealth management strategies to manage and preserve client’s net worth through investment management, personal financial planning, insurance management and consulting services. Moss Adams Wealth Advisors LLC is an affiliate company of Moss Adams LLP.
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Moss Adams LLP is the 11th largest accounting and consulting firm in the United States and the largest firm headquartered in the West. Moss Adams LLP has two affiliated companies, staff of more than 1,900 that includes more than 250 partners, and is focused on providing client service to public, private, and not-for-profit enterprises through specialized industry and service practice teams.
