RIA Webinar: “Rebalancing with the SAS Modeling & Rebalancing Tool, powered by Advisor Software Inc.”

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.

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