Financial Institutions Profiles Series
Advisor Software:
Delivering Institutional Investing Concepts to the Financial Advisor & Retail Markets
(Table of Contents)
November 9, 2016
TABLE OF CONTENTS
History
Custom Software Development Phase
Software as a Service Phase
ASI Wealth Manager Phase
Goalgami Phase
Statistics
Offices
Employees
Institutional Clients
Institutional Clients’ Financial Advisors
Financial Advisor Clients
Revenues
Net Profits
Businesses
Rules Based Platform
Statistics
Institutional Clients
Institutional Clients’ Financial Advisors
Financial Advisor Clients
Revenues
Net Profits
Products
Client Acquisition Solution
Statistics
Institutional Clients
Institutional Clients’ Financial Advisors
Financial Advisor Clients
Revenues
Net Profits
Versions
Enterprise Edition
Financial Advisor Edition
Self-Directed Investor Edition
Portfolio Rebalancing Solution
Statistics
Institutional Clients
Institutional Clients’ Financial Advisors
Financial Advisor Clients
Revenues
Net Profits
Services
Service One
Service Two
Portfolio Diagnostic Tools
Statistics
Institutional Clients
Institutional Clients’ Financial Advisors
Financial Advisor Clients
Revenues
Net Profits
Tools
Portfolio Forecaster
Portfolio Analysis Tool
Self-Directed Investor Tool
Goals Based Platform (ASI Wealth Manager)
Statistics
Institutional Clients
Institutional Clients’ Financial Advisors
Financial Advisor Clients
Revenues
Net Profits
Products
Proposal Solution
Statistics
Institutional Clients
Institutional Clients’ Financial Advisors
Financial Advisor Clients
Revenues
Net Profits
Services
Service One
Service Two
Goalgami Pro
Statistics
Institutional Clients
Institutional Clients’ Financial Advisors
Financial Advisor Clients
Revenues
Net Profits
Services
Service One
Service Two
Goalgami
Statistics
Accounts
Services
Service One
Service Two
Goal Getter
Statistics
Downloads
Services
Service One
Service Two
Advisor Partners
Statistics
Employees
Financial Advisor Clients
Accounts
Net New Accounts
Assets Under Management
Net Flows
Revenues
Net Profits
Businesses
Managed Asset Allocation Program (MAAP)
Statistics
Financial Advisor Clients
Accounts
Net New Accounts
Assets Under Management
Net Flows
Revenues
Net Profits
Services
Service One
Service Two
Separately Managed Accounts
Statistics
Financial Advisor Clients
Accounts
Net New Accounts
Assets Under Management
Net Flows
Revenues
Net Profits
Investment Strategies
Tax Managed
Socially Responsible
Dividend Portfolios
Asset Allocation
Model Portfolio Consulting
Statistics
Financial Advisor Clients
Assets Under Management
Net Flows
Revenues
Net Profits
Services
Service One
Service Two
Organization & Ownership
Organization
Organizational Chart
Board of Directors
Ownership
Privately Owned
Assets
Liabilities
Shareholders Equity
Earnings Per Share
Dividends Per Share
Dividend Yield
Stock Price
Shares Outstanding
Market Capitalization
Stock Volume
Ownership by Owner
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16.11.09 – Advisor Software Tiburon Strategic Advisors, LLC™