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Dave Valiante
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Moss Adams Chooses Advisor’s Client Acquisition Software

Solution to assist with portfolio construction, portfolio diagnostics and proposal generation.

Seattle-based Moss Adams Wealth Advisors, an independent investment advisory firm, has decided to implement the ASI Client Acquisition Solution from Advisor Software. Advisor's client acquisition product is a web-based application designed to help wealth advisor firms handle portfolio construction, portfolio diagnostics and proposal generation.

According to Moss Adams, the firm selected ASI Client Acquisition Solution, which is currently used by more than 35,000 advisors, because of its ability to integrate existing model portfolios and enable simple uploads of client data.

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