ONLINE ADVICE TOOL…Advisor Software, Inc.July 2014

The Situation

Ascent of “robo-advisors” Wealthfront: $1B AuM in 2.5 years Accepts small accounts Appeals to ‘next generation’

investors

“Trust me, I’m an algorithm”

Problem: a client is left to fend for themselves

Opportunity for traditional advisors

Marry technology with human advisor

Don’t sell the farm for new clients

Big picture change

Solution: add value for current clients & find new clients

ASI’s Solution: the advice equation

Your

Brand

Your

Skill

Our

Technology

Online Advice

Solution

Reach new clients

Prepare for the next generation

Strengthen your existing relationships

Gather additional assets

Give better advice

Lead Generation

Tools for Gen Y

Track client goals

Custom portfolios

Asset Allocation

Enhances your value

ASI’s Online Advice Value Propositions

1. Capture information for new or current clients with intuitive online presence

2. Service current clients with helpful tools (e.g. goal-tracking, account alerts) that may enhance your value

3. Compete with “robos” by intermediating a human advisor when questions arise

4. Stay relevant and top-of-mind for America’s next generation of retail investors

THANK YOU FOR YOUR TIME!If you have any questions about our Online Advice Tool, please contact Chris Draper at 925-444-1310 or email cdraper@advisorsoftware.com