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Pension Dynamics Selects ASI Portfolio Forecaster(SM)
(Marketwire Via Acquire Media NewsEdge) LAFAYETTE, CA, October 7 / MARKET WIRE/ --
Advisor Software, Inc., a leading provider of
wealth management solutions for the advisor market, today announced that
Pension Dynamics Corporation will make ASI Portfolio Forecaster available
to 401(k) plan participants who are using the firm's web-based platform.
ASI Portfolio Forecaster is a web-based Monte Carlo simulator that performs
1500 simulations of possible outcomes to model investment portfolios with
user-defined cash flow goals and time horizons.
Leveraging WySTAR Global Retirement Solutions' record keeping platform,
Pension Dynamics designs, installs and administers fully compliant 401(k)
plans for employers ranging from small and medium sized businesses to large
corporations.
"ASI Portfolio Forecaster will allow us to deliver the type of investment
analysis that today's investors are seeking," said Stephen Butler, CEO of
Pension Dynamics. "The tool's advanced simulation capabilities will paint a
powerful picture for our participants, emphasizing the importance of
regularly contributing toward a well designed portfolio while illustrating
the costs involved in liquidating too soon."
"ASI Portfolio Forecaster empowers investors to evaluate the risk of not
meeting tomorrow's retirement goals and cash flow needs," said Neal
Ringquist, president and COO of Advisor Software. "The application will
allow Pension Dynamics' plan participants to model retirement goals in
relation to different contribution and distribution levels. We are pleased
to partner with Pension Dynamics to help retirement plan participants
better understand their investment decisions."
About ASI Portfolio Forecaster
Leveraging an intuitive, Web 2.0 interface, ASI Portfolio Forecaster allows
users to quickly and easily display the probability of yearly outcomes. The
tool simulates investment portfolios and associated cash flows over a
user-defined time horizon. Investors can simulate at the asset class level
by selecting from more than 20 benchmarks across equity and fixed income.
They can also simulate at the product level since the tool supports mutual
funds, ETFs, SMAs, VAs, ADRs and individual stocks. By creating up to three
unique contribution cash flow streams and three unique withdrawal cash flow
streams, investors can evaluate the likelihood of achieving specific goals.
Newest Addition to Suite of Web Tools
ASI Portfolio Forecaster is the newest addition to Advisor Software's set
of ASI Portfolio Diagnostic Tools, a suite of web applications offering
robust diagnostics, simple workflows and affordable deployments. Each
application can be deployed internally or on public-facing advisor and
investor sites to drive site usage.
About Pension Dynamics' Retirement Planning Services
Pension Dynamics offers a comprehensive suite of services that begin at
retirement plan design and reliably deliver through record keeping and
compliance assurance. The full suite of services includes:
-- Plan Design -- Retirement plans are customized to meet an
organization's specific needs and objectives.
-- Investment Selection -- Employers and employees can screen 401(k)
providers as well as identify, contrast and compare plan performance.
-- Plan Enrollment -- An easy, self-service environment automates the
enrollment process and eliminates the frustration of forms processing.
-- Plan Administration -- Ongoing administration of plan information,
forms, disclosures and participants' questions simplify plan management.
-- Compliance Assurance -- Comprehensive compliance support, testing and
reporting ensures that 401(k) plans successfully pass annual, mandated
compliance testing.
-- Employee Communications and Education -- Personalized employee
communications foster an improved understanding of various investment
choices while encouraging plan participation and investment confidence.
About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of wealth management solutions
for the advisor market. The company has pioneered the first enterprise
portfolio rebalancing solution, as well as a unique goal and household
balance sheet driven financial planning platform. Advisor Software's
applications are designed for a wide range of brokerages, banks, asset
management firms, platforms and other financial institutions, enabling
these institutions and their advisors to deliver more insightful,
actionable investment advice and build stronger, more profitable client
relationships. For more information, visit www.advisorsoftware.com or call
925.299.7782.
About Pension Dynamics Corporation
Pension Dynamics has been designing, installing and administering qualified
retirement and flexible benefit plans in the San Francisco Bay Area for
over thirty years. We listen to your goals and the challenges in your way.
We carefully analyze and present your options on a level-playing field so
that you can see the costs and advantages of each alternative. Our common
sense approach to retirement and benefits plans and plan administration
allows employers to optimize the services that best meet their needs.
Clients who select Pension Dynamics as their benefits administration
provider rely on our exceptional personalized service and attention to
detail. They expect our flexible partnership and responsive communications
with their HR staff and their employees. And they count on improved value,
flexibility and results. For more information, visit
www.pensiondynamics.com or call 925.956.0505.
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Contact:
Andrea Corry
Advisor Software, Inc.
(925) 444.1306acorry@advisorsoftware.com
Copyright ? 2008 Marketwire
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