Contact Information: Contact: Andrea Corry Advisor Software, Inc. (925) 444-1306 acorry@advisorsoftware.com
Moss Adams, the 11th Largest Accounting Firm, Selects Advisor Software for Its Wealth Advisor Division
Moss Adams Wealth Advisors LLC Will Streamline the Advice Process With ASI Client Acquisition Solution(R) for Portfolio Diagnostics and Proposal Generation
| Source: Advisor Software, Inc.
LAFAYETTE, CA--(Marketwire - August 26, 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 driven 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
clients' 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 which is the 11th
largest accounting and consulting firm in the United States, and the
largest headquartered in the West. Moss Adams was founded in 1913 and is
headquartered in Seattle, Washington.