Allows advisors to create personalized investment plans, deliver consistent advice and convert prospects to clients across the enterprise
Russell Investments, a subsidiary of Washington-based Northwestern Mutual, has implemented a configuration of Advisor Software’s ASI Client Acquisition Solution for international advisors, with the first launch serving Russell United Kingdom.
According to the Advisor Software, ASI Client Acquisition solution allows advisors to create personalized investment plans, deliver consistent advice and convert prospects to clients across the enterprise. The key features of the application include analytics, product coverage, customization, core & satellite capabilities, and proposals/client reports.
Rod Greenshields, consulting director of US private client services at Russell Investments, said: “Russell is already successfully using ASI Client Acquisition Solution to meet the portfolio construction and proposal generation needs of more than 4,500 US advisors who distribute Russell products. Given this success, we are excited to work with Advisor Software to help us configure and launch similar capabilities for our international partners.
Neal Ringquist, president and COO of Advisor Software, said: “Advisor Software’s mission is to advance the science of wealth planning so that financial advisors can focus on the art of advice delivery. We are excited to further this mission on a global scale in partnership with Russell. Our goal is to provide investment technology that advisors need in order to create highly personal and flexible portfolios for every client – no matter how many clients they have, and we look forward to continuing on this path.”