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The new platform, ASI Digital Adviso, finsncial designed to enable financial advisors to quickly enter the automated digital advice marketplace. ASI Digital Advisor is a complete solution for onboarding and managing investment advice clients. The application includes a lead-generation component that an advisory firm can deploy from their existing website, and a fully mobile-responsive investor portal from which clients can monitor their investments from any web-enabled device.

In a goal-based configuration, clients can create multiple financial goals, track goal progress, and run Monte Carlo simulations on their portfolios. ASI Digital Advisor's administrative features allow firms to create any number of model portfolios, and to monitor and rebalance any number of accounts. Advisors can also customize client-profiling questionnaires and scoring rules, and utilize their own capital market assumptions. In addition, ASI Digital Advisor's integration with DocuSign gives advisors the option to offer additional functionalities such as the ability to e-sign finacial paperwork.

With our solution, advisors can easily modernize the user experience for their clients without having to alter the way they do business. Blogs Nanda Kumar Customer obsession is the only TV Open financoal will transform payments Jobs Risk Manager Financiap position full-time - Loca News TV Research Events Resources Community Blogs Careers Brexit.

Advisor Software rolls out white-label robo-advisory platform. The application allows advisory firms to customize various aspects of the client experience, including branding, investment products, and a goal- or risk-based approach to model selection. Comment on this story. Create a blog about this story. ATMIA hits out at 'ant GDPR and the redefinin Bitcoin ETF Bites the Dust, Needs More Sec BBVA runs live funds transfers over Ripple. EC plans blockchain 'observatory'. Plastc goes into meltdown.

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Success Story Financial Advisory Practice Sold: St. Louis, MO

Find out how Schwab Advisor Services™ can help you take control of your future Use the RIA Economic Discovery Tool to estimate the financial benefits you could. Products & Platforms ; Retirement Partners; non-binding Advisor Profile. LPL Financial provides an integrated platform of proprietary technology. ThinkAdvisor features The bank refers to it as an “automated” advisor ; ThinkAdvisor and the College for Financial Planning have partnered to bring.