Have money to
Make more money

SAS Modeling & Rebalancing Tools | Scottrade® Advisor Services

Join Advisor Software (ASI) for “Rebalancing with the SAS Modeling & Rebalancing Tool, powered by Advisor Software Inc.” on Wednesday, November 9, 2016, from 4 to 5 p.m. ET.

Advisor Software (ASI) will discuss how its rules-based modeling and rebalancing application can:

  • generate proposals for prospective clients
  • rebalance individual accounts or entire households
  • rebalance to custom model portfolios or create custom solutions for each client
  • batch rebalance your entire book of business in three clicks

Click here if you would like to join the webinar and add a reminder to your calendar.

About the presenter:  Michael Granger, vice president of implementation and client management at ASI, is responsible for management and maintenance of all of Advisor Software’s products and solutions, including client implementations and support. Mr. Granger has more than 20 years of experience in the financial services industry, most recently holding positions at Barra and as VP systems director at Bank of America. Prior to Bank of America,

he was operations director for CIBC World Markets in London. He also held trading positions at institutions including Standard Chartered, a London-based international bank.

By clicking the link above, you understand you will be redirected to Advisor Software Inc., a third-party website operated and maintained by Advisor Software, Inc. Scottrade and Advisor Software Inc. are not affiliated. Advisor Software Inc.’s website contains information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information, is not responsible for statements, offers or products issued and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully before purchase.

Category: Advisor

Similar articles: