Kayne Anderson implements ASI's proposal platform

FWR Staff

3 December 2007

California RIA picked investment-analysis software maker over five rivals. Los Angeles-based Kayne Anderson Rudnick Investment Management has chosen Advisor Software Inc.'s "Client Acquisition Solution" to streamline proposal and portfolio creation.

"ASI Client Acquisition Solution is the only solution to offer a seamless environment for addressing all of our investment-proposal needs, from engaging the client and performing a thorough risk-return analysis to generating an investment policy statement," says Kayne Anderson's Stephen Rigali. "It also features the most intuitive, stand-alone environment for front-end portfolio construction."

Broad universe

ASI Client Acquisition Solution is a web-based, open-architecture platform that gives advisors the ability to review an investor's portfolio holdings, conduct a risk assessment, develop an asset-allocation strategy, select securities, create model portfolios and generate an investment plan in 15 minutes or less.

Kayne Anderson Rudnick Investment Management evaluated five other portfolio-construction and proposal-generation products before selecting ASI's.