Advisor Software | 2175 N. California Blvd., Suite 400 | Walnut Creek, Ca | 94596 (c) 2018 Advisor Software, Inc., All rights reserved.

The next generation of digital advice. For your next generation of clients.Grow your business by putting a better investment experience in your customers’ hands. With Digital Advisor from Advisor Software you can:

Advisor Software

Digital Advisor

Four integrated apps. One seamless client experience.

Administration Client Acquisition Client Portal Rebalancing

■ Delight current customers. Digital Advisor offers a comprehensive digital advice experience that yourcustomers can access anywhere in the world, across any device.

■ Easily onboard new accounts. Acquire new customers directly through your existing website via ourcloud-hosted automated investment proposal and account opening app.

■ Streamline business operations. The perfect solution for small accounts – with Digital Advisor you canonboard and serve small accounts with minimal overhead.

■ Customize your client experience. Incorporate your own branding. Configure as either risk- or goal-based.Use your own capital market assumptions. Define your own model portfolios, risk profile, and rebalancing rules.

■ Appeal to next-gen investors. Digital Advisor was built with Millennials in mind – highly interactive, visuallydynamic, and mobile-first.

→ → →

Advisor Software | 2175 N. California Blvd., Suite 400 | Walnut Creek, Ca | 94596 (c) 2018 Advisor Software, Inc., All rights reserved.

Enhance your advice delivery with Digital Advisor

from Advisor Software

Contact usCall 925-299-7782 to schedule a demo, or visit advisorsoftware.com. Advisor Software, Inc.

Easily onboard new customers■ Fully-automated website acquisition app■ Quick client profiling, model mapping and online

acquisition marketing■ Host your own questionnaires, models and scoring

rules remotely – and map visitors to the appropriatemodel

■ E-sign new accounts using your existingaccount-opening paperwork

■ Easy to deploy on any existing website

Give clients anywhere, anytime access■ Display balance, holdings & transaction detail

across multiple accounts■ Show model portfolio details■ Aggregate held-away accounts for a comprehensive

“Net Worth” view■ Analyze portfolios across asset allocation, style,

sector, geo and more■ Configure for goal exploration and goal-based

investment portfolios

Automate rebalancing based on your rules■ Customize your own rebalancing rules and con-

straints – either for individual accounts, or across allaccounts

■ Nightly account monitoring for drift – based onmodel bands you define

■ Automated trade list generation – route for manualreview or into an OMS

■ Unlimited number of accounts and model portfolios

Simplify administration■ Easily create, host and edit model portfolios in the

cloud■ Create custom user profiling, risk questionnaires

and scoring rules■ Utilize your own Capital Market Assumptions – or

use ours■ Implement your own branding & compliance

mandatories■ Deliver account documents directly through the

user interface