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November 24, 2010 Hits: 669
An end-to-end platform, ASI Client Acquisition Solution allows advisors to review an investor's current portfolio holdings, conduct a thorough risk assessment, develop an asset allocation strategy, select securities, create model portfolios and generate a comprehensive investment plan.
November 26, 2010 Hits: 997
Morningstar Office is our complete practice and portfolio management system for independent financial advisors.
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