Advisor Software has released a Web-based, client relationship management and investment analysis suite of solutions for financial advisors.
Advisor Software is a California-based, investment management solutions provider and its Advisor Solution is a distribution tool for financial products and services. It guides advisors though the investing life-cycle with client acquisition, management and education solutions.
The company says advisors can create customised client proposals using advanced investment strategies such as asset allocation and Monte Carlo simulations. They can also set alerts to view their clients' portfolio value at a glance compared to a target allocation on a daily basis. Other services include news, commentary and research options.