Oa tdeck short
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Transcript of Oa tdeck short
ONLINE ADVICE TOOL…Advisor Software, Inc.July 2014
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
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
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
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
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 [email protected]