Financial Advisors

Currently the new version of the Asset Allocation Analyst (as described on this website) is exclusively available to corporations purchasing a minimum of 25 licenses.

Send us an email at info@assetallocationanalyst.com if you would like us to contact you when the new version of the Asset Allocation Analyst is available for purchase by individual advisors. Please also include "AAA - Future Release Notification" in the subject line of your email. For all other types of inquiries, we will respond within 2 business days.

Please be sure to include your name, telephone number, business email address and the name of the organization you are affiliated with (i.e. your broker, dealer, MGA, etc...) to help us effectively respond to your inquiry. Thank you for your interest in our product.

The Asset Allocation Analyst™ helps you effectively manage your business and ultimately increase sales because it:

• Offers a streamlined process that couples comprehensive analysis with speed and efficiency;
• Is very easy to use - generating an effective proposal in as little as 7 clicks;
• Features client data import directly through your back-office (where available), minimizing the time required to generate reports for your clients and prospects;
• Offers numerous powerful analytical statistics to enhance your prospecting and presentation process;
• Enhances your professionalism and credibility, helping you convert prospects to clients;
• Simplifies adherence to company compliance guidelines.