Accounting firm moves to upgrade, streamline investment-advice processes. Accounting firm Moss Adams' Wealth Services unit has chosen Advisor Software Inc.'s (ASI) ASI Client Acquisition Solution, a web-based application that helps wealth advisory firms generate client proposals and construct and diagnose portfolios.

"We were impressed with ASI Client Acquisition Solution's simple workflow and ability to interface with Schwab's PortfolioCenter, which gives us the flexibility to upload client data from the Schwab platform via a single file," says Mark Jaeger, COO of Seattle-based Moss Adams Wealth Advisors.

Eureka

PortfolioCenter is a portfolio-management system put out by San Francisco-based Schwab's Performance Technologies group.

Moss Adams' wealth-management unit "evaluated numerous" applications in its hunt for a proposal offering that would integrate existing model portfolios, allow for straightforward uploads of client data and reflect its branding, according to ASI.

ASI's president and COO Neal Ringquist says the Moss Adams win "validates our adaptability in being able to address a full spectrum of client needs" and "will further our initiative to deliver customizable solutions that help CPA firms and their wealth advisors deliver superior client service and personalized investment strategies."

Moss Adams Wealth Advisors has about $800 million in assets under management.

Lafayette, Calif.-based ASI provides investment-analysis software to asset managers, broker-dealers, banks, insurance companies and other financial companies. -FWR

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