Oa tdeck short
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The document discusses the rise of robo-advisors and the opportunity this presents for traditional advisors. It introduces Advisor Software Inc.'s online advice tool, which combines an advisor's brand, skills, and personal relationship with clients with automated technology solutions. This allows advisors to strengthen existing client relationships, acquire new clients, and remain relevant to younger investors. Specifically, the tool allows advisors to capture new client information online, provide clients with tools to track goals and accounts, and offer automated advice while still incorporating a human advisor when needed.
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Oa tdeck short
- 1. ONLINE ADVICE TOOL… Advisor Software, Inc. July 2014
- 2. The Situation Ascent of “robo-advisors” Wealthfront: $1B AuM in 2.5 years Accepts small accounts Appeals to ‘next generation’ investors “Trust me, I’m an algorithm” Problem: a client is left to fend for themselves
- 3. Opportunity for traditional advisors Marry technology with human advisor Don’t sell the farm for new clients Big picture change Solution: add value for current clients & find new clients
- 4. ASI’s Solution: the advice equation Your Brand Your Skill Our Technology Online Advice Solution Reach new clients Prepare for the next generation Strengthen your existing relationships Gather additional assets Give better advice Lead Generation Tools for Gen Y Track client goals Custom portfolios Asset Allocation Enhances your value
- 5. ASI’s Online Advice Value Propositions 1. Capture information for new or current clients with intuitive online presence 2. Service current clients with helpful tools (e.g. goal- tracking, account alerts) that may enhance your value 3. Compete with “robos” by intermediating a human advisor when questions arise 4. Stay relevant and top-of-mind for America’s next generation of retail investors
- 6. THANK YOU FOR YOUR TIME! If you have any questions about our Online Advice Tool, please contact Chris Draper at 925-444-1310 or email cdraper@advisorsoftware.com