No Compromises Functionality
Too often a good value means you must accept features and functions that are less than what you need. Not with BSM. Whether it’s comprehensive financial planning, product performance/risk analysis, portfolio construction, IPSs or portfolio rebalancing, BSM delivers the top end functionality you associate with “best of breed” but at an annual value that will save you thousands of dollars in software fees.
A Single Workflow for All Markets
With BSM’s comprehensive functionality equally supports the financial planner or wealth manager models. A single system able to cover the range of planning requirements produces important operating efficiencies while giving you flexibility to respond to any prospect or client opportunity. And, with Avenue Robo-4-Advisors, you have a common platform to serve the emerging affluent up to the ultra high net worth.
Low Costs and Efficiency
BSM’s low licensing cost and cloud-based delivery substantially cut your planning, data, optimization, and rebalancing costs while efficiently expanding services. BSM’s location-based pricing keeps the annual license fee at the same level even with multiple users. And, with BSM’s Avenue Robo-4-Advisors package, you gain a market extension to the emerging affluent in which you set the fees, own all the revenues, and have complete control. The result? A single bundle to grow profits.