ASI Client Acquisition Tool

Product Details

ASI Client Acquisition Solution streamlines portfolio construction and proposal generation. This solution enables financial service providers and their advisors to deliver more personalized portfolios for their clients. ASI Client Acquisition Solution is used today by tens of thousands of investment advisors, brokers and personal bankers affiliated with hundreds of financial institutions. Enterprises are able to streamline and automate the delivery of proposals which adhere to an organization's policy guidelines. A flexible application, the solution can also be customized to accommodate an organization's product offerings as well as its sales, marketing, branding, legal and compliance preferences.