Advisor Software, Inc. Enhances Goal-Driven Investing Platform With Collaboration Connect

WALNUT CREEK, Calif., March 1, 2012 /PRNewswire/ -- Advisor Software, Inc. (ASI), a leading provider of wealth management solutions for the advisor market, has announced the integration of Collaboration Connect into its Goal-Based Proposal Solution and goalgamiPro platforms.  The software enhancement allows investors whose advisors utilize either platform to access and modify goals within their financial plans.

Collaboration Connect streamlines an advisor's workflow by allowing their clients to add or edit specific goals on their own time.  Because of the wide variety of potential life scenarios that can impact each client, multiple categories are presented within Collaboration Connect to personalize each goal.

"Through the launch of personal financial management applications such as goalgami and goalGetter, we've learned how users interact with our software, and how best to structure it so investors are more engaged in the financial planning process," said Neal Ringquist, President and Chief Operating Officer for ASI. "By leveraging that experience, we were able to create a unique web destination for the end client of the advisor designed to facilitate greater collaboration  in the development of a goal plan."

Collaboration Connect is incorporated into both the ASI Goal-Based Proposal Solution and goalgamiPro. The Goal-Based Proposal Solution applies the asset-liability matching concepts of the pension industries' liability-driven investing methodology to the retail investment problem, allowing advisors to determine their clients' capacity for risk by analyzing their entire household picture, and generate an investment recommendation based on that analysis. goalgamiPro is a household balance sheet diagnostic tool that enables advisors to create one-page plans for clients, providing an effective and efficient way to help determine the feasibility and affordability of their clients' financial goals.

"ASI is committed to improving advisors' efficiency and strengthening their client relationships," said Ringquist. "Collaboration Connect gives investors a more active role in the goal planning process, and opens the door for deeper and more meaningful discussions with their advisor."

For more information, please contact Dana Taormina at [email protected] or 973-850-7305.

About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of advice solutions for the advisor market. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. Advisor Software's solutions are designed for a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages, 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 925.444.1334.

Contact:
Dana Taormina
JCPR
973-850-7305
[email protected]

SOURCE Advisor Software, Inc.

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