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Advisor Software | 2175 N. California Blvd., Suite 400 | Walnut Creek, Ca | 94596 (c) 2018 Advisor Software, Inc., All rights reserved.
The next generation of digital advice. For your next generation of clients.Grow your business by putting a better investment experience in your customers’ hands. With Digital Advisor from Advisor Software you can:
Advisor Software
Digital Advisor
Four integrated apps. One seamless client experience.
Administration Client Acquisition Client Portal Rebalancing
■ Delight current customers. Digital Advisor offers a comprehensive digital advice experience that yourcustomers can access anywhere in the world, across any device.
■ Easily onboard new accounts. Acquire new customers directly through your existing website via ourcloud-hosted automated investment proposal and account opening app.
■ Streamline business operations. The perfect solution for small accounts – with Digital Advisor you canonboard and serve small accounts with minimal overhead.
■ Customize your client experience. Incorporate your own branding. Configure as either risk- or goal-based.Use your own capital market assumptions. Define your own model portfolios, risk profile, and rebalancing rules.
■ Appeal to next-gen investors. Digital Advisor was built with Millennials in mind – highly interactive, visuallydynamic, and mobile-first.
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Advisor Software | 2175 N. California Blvd., Suite 400 | Walnut Creek, Ca | 94596 (c) 2018 Advisor Software, Inc., All rights reserved.
Enhance your advice delivery with Digital Advisor
from Advisor Software
Contact usCall 925-299-7782 to schedule a demo, or visit advisorsoftware.com. Advisor Software, Inc.
Easily onboard new customers■ Fully-automated website acquisition app■ Quick client profiling, model mapping and online
acquisition marketing■ Host your own questionnaires, models and scoring
rules remotely – and map visitors to the appropriatemodel
■ E-sign new accounts using your existingaccount-opening paperwork
■ Easy to deploy on any existing website
Give clients anywhere, anytime access■ Display balance, holdings & transaction detail
across multiple accounts■ Show model portfolio details■ Aggregate held-away accounts for a comprehensive
“Net Worth” view■ Analyze portfolios across asset allocation, style,
sector, geo and more■ Configure for goal exploration and goal-based
investment portfolios
Automate rebalancing based on your rules■ Customize your own rebalancing rules and con-
straints – either for individual accounts, or across allaccounts
■ Nightly account monitoring for drift – based onmodel bands you define
■ Automated trade list generation – route for manualreview or into an OMS
■ Unlimited number of accounts and model portfolios
Simplify administration■ Easily create, host and edit model portfolios in the
cloud■ Create custom user profiling, risk questionnaires
and scoring rules■ Utilize your own Capital Market Assumptions – or
use ours■ Implement your own branding & compliance
mandatories■ Deliver account documents directly through the
user interface